analyticsData & Analytics / DevTools & Observability
Data as of Q1 2026
Summary Verdict
PLTR: 5—DDOG: 0wins
Rule of 40
96.1PLTR
55.8DDOG
check_circlePLTR leads
Revenue Growth
64.1%PLTR
29.7%DDOG
check_circlePLTR leads
Gross Margin
83%PLTR
80%DDOG
check_circlePLTR leads
FCF Margin
32.0%PLTR
26.1%DDOG
check_circlePLTR leads
Operating Margin
33.9%PLTR
-1.3%DDOG
check_circlePLTR leads
NRR
—PLTR
—DDOG
Metric
Rule of 40Efficiency score
PLTR
96.1check_circle
DDOG
55.8
Revenue GrowthYoY
PLTR
64.1%check_circle
DDOG
29.7%
Gross Margin% of revenue
PLTR
83%check_circle
DDOG
80%
FCF MarginFree cash flow
PLTR
32.0%check_circle
DDOG
26.1%
Operating MarginGAAP
PLTR
33.9%check_circle
DDOG
-1.3%
NRRNet retention
PLTR
N/A
DDOG
N/A
EV / RevenueValuation multiple
PLTR
65.8x
DDOG
23.6xcheck_circle
Market CapUSD
PLTR
$311.2Bcheck_circle
DDOG
$83.3B
ARR GrowthYoY
PLTR
N/A
DDOG
N/A
CAC PaybackMonths to recover
PLTR
N/A
DDOG
N/A
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insights
Analysis
As of Q1 2026, Palantir Technologies Inc. trades at 65.8x EV/Revenue versus Datadog, Inc. at 23.6x. On the Rule of 40, Palantir Technologies Inc. scores 96.1 compared to Datadog, Inc.'s 55.8, placing Palantir Technologies Inc. ahead in operating efficiency. Gross margins stand at Palantir Technologies Inc. 83% vs Datadog, Inc. 80%.