analyticsData & Analytics / DevTools & Observability
Data as of Q4 2025
Summary Verdict
PLTR: 5—DDOG: 0wins
Rule of 40
103.1PLTR
56.9DDOG
check_circlePLTR leads
Revenue Growth
56.2%PLTR
27.7%DDOG
check_circlePLTR leads
Gross Margin
82%PLTR
80%DDOG
check_circlePLTR leads
FCF Margin
46.9%PLTR
29.2%DDOG
check_circlePLTR leads
Operating Margin
31.6%PLTR
-1.3%DDOG
check_circlePLTR leads
NRR
—PLTR
—DDOG
Metric
Rule of 40Efficiency score
PLTR
103.1check_circle
DDOG
56.9
Revenue GrowthYoY
PLTR
56.2%check_circle
DDOG
27.7%
Gross Margin% of revenue
PLTR
82%check_circle
DDOG
80%
FCF MarginFree cash flow
PLTR
46.9%check_circle
DDOG
29.2%
Operating MarginGAAP
PLTR
31.6%check_circle
DDOG
-1.3%
NRRNet retention
PLTR
N/A
DDOG
N/A
EV / RevenueValuation multiple
PLTR
74.4x
DDOG
13.3xcheck_circle
Market CapUSD
PLTR
$334.3Bcheck_circle
DDOG
$45.9B
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 Q4 2025, Palantir Technologies Inc. trades at 74.4x EV/Revenue versus Datadog, Inc. at 13.3x. On the Rule of 40, Palantir Technologies Inc. scores 103.1 compared to Datadog, Inc.'s 56.9, placing Palantir Technologies Inc. ahead in operating efficiency. Gross margins stand at Palantir Technologies Inc. 82% vs Datadog, Inc. 80%.