Datadog, Inc. vs Palantir Technologies Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsDevTools & Observability
Data as of Q1 2026
Summary Verdict
DDOG: 0—PLTR: 5wins
Rule of 40
55.8DDOG
96.1PLTR
check_circlePLTR leads
Revenue Growth
29.7%DDOG
64.1%PLTR
check_circlePLTR leads
Gross Margin
80%DDOG
83%PLTR
check_circlePLTR leads
FCF Margin
26.1%DDOG
32.0%PLTR
check_circlePLTR leads
Operating Margin
-1.3%DDOG
33.9%PLTR
check_circlePLTR leads
NRR
—DDOG
—PLTR
Metric
Rule of 40Efficiency score
DDOG
55.8
PLTR
96.1check_circle
Revenue GrowthYoY
DDOG
29.7%
PLTR
64.1%check_circle
Gross Margin% of revenue
DDOG
80%
PLTR
83%check_circle
FCF MarginFree cash flow
DDOG
26.1%
PLTR
32.0%check_circle
Operating MarginGAAP
DDOG
-1.3%
PLTR
33.9%check_circle
NRRNet retention
DDOG
N/A
PLTR
N/A
EV / RevenueValuation multiple
DDOG
26.1xcheck_circle
PLTR
64.2x
Market CapUSD
DDOG
$92.1B
PLTR
$304.0Bcheck_circle
ARR GrowthYoY
DDOG
N/A
PLTR
N/A
CAC PaybackMonths to recover
DDOG
N/A
PLTR
N/A
insights
Analysis
As of Q1 2026, Datadog, Inc. trades at 26.1x EV/Revenue versus Palantir Technologies Inc. at 64.2x. On the Rule of 40, Datadog, Inc. scores 55.8 compared to Palantir Technologies Inc.'s 96.1, placing Palantir Technologies Inc. ahead in operating efficiency. Gross margins stand at Datadog, Inc. 80% vs Palantir Technologies Inc. 83%.
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.