Datadog, Inc. vs Palantir Technologies Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsDevTools & Observability
Data as of Q2 2026
Summary Verdict
DDOG: 0—PLTR: 5wins
Rule of 40
66.8DDOG
126.9PLTR
check_circlePLTR leads
Revenue Growth
43.1%DDOG
100.8%PLTR
check_circlePLTR leads
Gross Margin
79%DDOG
84%PLTR
check_circlePLTR leads
FCF Margin
23.7%DDOG
26.2%PLTR
check_circlePLTR leads
Operating Margin
-0.7%DDOG
40.5%PLTR
check_circlePLTR leads
NRR
—DDOG
—PLTR
Metric
Rule of 40Efficiency score
DDOG
66.8
PLTR
126.9check_circle
Revenue GrowthYoY
DDOG
43.1%
PLTR
100.8%check_circle
Gross Margin% of revenue
DDOG
79%
PLTR
84%check_circle
FCF MarginFree cash flow
DDOG
23.7%
PLTR
26.2%check_circle
Operating MarginGAAP
DDOG
-0.7%
PLTR
40.5%check_circle
NRRNet retention
DDOG
N/A
PLTR
N/A
EV / RevenueValuation multiple
DDOG
19.4xcheck_circle
PLTR
69.2x
Market CapUSD
DDOG
$75.8B
PLTR
$400.3Bcheck_circle
ARR GrowthYoY
DDOG
N/A
PLTR
N/A
CAC PaybackMonths to recover
DDOG
N/A
PLTR
N/A
insights
Analysis
As of Q2 2026, Datadog, Inc. trades at 19.4x EV/Revenue versus Palantir Technologies Inc. at 69.2x. On the Rule of 40, Datadog, Inc. scores 66.8 compared to Palantir Technologies Inc.'s 126.9, placing Palantir Technologies Inc. ahead in operating efficiency. Gross margins stand at Datadog, Inc. 79% vs Palantir Technologies Inc. 84%.
Sector Context
Datadog, Inc. operates in the DevTools & Observability sector and Palantir Technologies Inc. operates in the Data & Analytics sector. The median comparison above shows where they stand relative to their respective peers.