analyticsDevTools & Observability
Data as of Q4 2025
Summary Verdict
DDOG: 5—ESTC: 0wins
Rule of 40
56.9DDOG
34.7ESTC
check_circleDDOG leads
Revenue Growth
27.7%DDOG
17.0%ESTC
check_circleDDOG leads
Gross Margin
80%DDOG
74%ESTC
check_circleDDOG leads
FCF Margin
29.2%DDOG
17.6%ESTC
check_circleDDOG leads
Operating Margin
-1.3%DDOG
-3.7%ESTC
check_circleDDOG leads
NRR
—DDOG
—ESTC
Metric
Rule of 40Efficiency score
DDOG
56.9check_circle
ESTC
34.7
Revenue GrowthYoY
DDOG
27.7%check_circle
ESTC
17.0%
Gross Margin% of revenue
DDOG
80%check_circle
ESTC
74%
FCF MarginFree cash flow
DDOG
29.2%check_circle
ESTC
17.6%
Operating MarginGAAP
DDOG
-1.3%check_circle
ESTC
-3.7%
NRRNet retention
DDOG
N/A
ESTC
N/A
EV / RevenueValuation multiple
DDOG
13.3x
ESTC
3.4xcheck_circle
Market CapUSD
DDOG
$45.9Bcheck_circle
ESTC
$5.1B
ARR GrowthYoY
DDOG
N/A
ESTC
N/A
CAC PaybackMonths to recover
DDOG
N/A
ESTC
N/A
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insights
Analysis
As of Q4 2025, Datadog, Inc. trades at 13.3x EV/Revenue versus Elastic N.V. at 3.4x. On the Rule of 40, Datadog, Inc. scores 56.9 compared to Elastic N.V.'s 34.7, placing Datadog, Inc. ahead in operating efficiency. Gross margins stand at Datadog, Inc. 80% vs Elastic N.V. 74%.
Sector Context
Both companies operate in the DevTools & Observability sector. The median columns above show where each company stands relative to their peers.