analyticsDevTools & Observability
Data as of Q3 2023
Summary Verdict
NEWR: 0—DDOG: 5wins
Rule of 40
37.4NEWR
55.8DDOG
check_circleDDOG leads
Revenue Growth
21.2%NEWR
29.7%DDOG
check_circleDDOG leads
Gross Margin
76%NEWR
80%DDOG
check_circleDDOG leads
FCF Margin
16.2%NEWR
26.1%DDOG
check_circleDDOG leads
Operating Margin
-13.4%NEWR
-1.3%DDOG
check_circleDDOG leads
NRR
—NEWR
—DDOG
Metric
Rule of 40Efficiency score
NEWR
37.4
DDOG
55.8check_circle
Revenue GrowthYoY
NEWR
21.2%
DDOG
29.7%check_circle
Gross Margin% of revenue
NEWR
76%
DDOG
80%check_circle
FCF MarginFree cash flow
NEWR
16.2%
DDOG
26.1%check_circle
Operating MarginGAAP
NEWR
-13.4%
DDOG
-1.3%check_circle
NRRNet retention
NEWR
N/A
DDOG
N/A
EV / RevenueValuation multiple
NEWR
6.2xcheck_circle
DDOG
24.9x
Market CapUSD
NEWR
$6.2B
DDOG
$88.0Bcheck_circle
ARR GrowthYoY
NEWR
N/A
DDOG
N/A
CAC PaybackMonths to recover
NEWR
N/A
DDOG
N/A
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insights
Analysis
As of Q3 2023, New Relic, Inc. trades at 6.2x EV/Revenue versus Datadog, Inc. at 24.9x. On the Rule of 40, New Relic, Inc. scores 37.4 compared to Datadog, Inc.'s 55.8, placing Datadog, Inc. ahead in operating efficiency. Gross margins stand at New Relic, Inc. 76% vs Datadog, Inc. 80%.
Sector Context
Both companies operate in the DevTools & Observability sector. The median columns above show where each company stands relative to their peers.