Análisis Argos
DDOG
DDOGCara
Datadog, Inc. · Technology
US$ 250.88
precio al 2026-07-28
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
35/100
LA RESPUESTA
El mercado le pide crezca 60% al año — más de lo que ha demostrado (2.4%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Sin recompensas destacadas.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Balance frágil: la deuda pesa sobre el negocio.
VALOR1/6FUTURO6/6PASADO2/6SALUD2/6DIVIDENDO1/6
El Iris de calidad
VALOR1/6FUTURO6/6PASADO2/6SALUD2/6DIVIDENDO1/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance razonable
DividendoEl dividendo aún duerme
Score Argos35de 100Cara
Ingresos▲28%
US$ 3.4 B
Margen operativo▼165%
-1.3%
Flujo de caja libre▲19%
US$ 1 B
Deuda neta
US$ 1.1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 89.3B
P/E828.9x
EV/EBITDA7944.9x
FCF yield1.1%
ROIC-0.8%
Margen operativo-1.3%
Crecim. ingresos+27.7%/año
Piotroski F5/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

seekingalpha.com · 14 jul
Carillon Eagle Mid Cap Growth Fund Q2 2026 Portfolio Review
Carillon Eagle Mid Cap Growth Fund stocks delivered solid results in the second quarter. Top securities in the quarter were Datadog, Marvell, Vertiv, Teradyne and Macom Technology Solutions. Top securities in the quarter were Datadog, Marvell, Vertiv, Teradyne and Macom Technology Solutions.
zacks.com · 13 jul
Why Datadog (DDOG) is a Top Growth Stock for the Long-Term
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
zacks.com · 13 jul
Here is What to Know Beyond Why Datadog, Inc. (DDOG) is a Trending Stock
Datadog (DDOG) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
fool.com · 11 jul
Datadog Stock Is Way Too Risky Right Now
Datadog made significant improvements to its business with AI, resulting in meaningful Q1 revenue acceleration. Full-year guidance suggests that current growth will moderate closer to last year's levels, which isn't good for the AI growth narrative.
zacks.com · 10 jul
Wall Street Analysts Think Datadog (DDOG) Is a Good Investment: Is It?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
zacks.com · 9 jul
4 Top-Ranked Internet Stocks With Solid Upside Potential to Buy Now
Datadog joins three other Internet stocks positioned for AI-led growth as cloud demand, enterprise adoption and platform innovation gather pace in 2026.
zacks.com · 8 jul
Datadog (DDOG) Increases Despite Market Slip: Here's What You Need to Know
Datadog (DDOG) closed the most recent trading day at $261.09, moving +1.67% from the previous trading session.
zacks.com · 8 jul
Datadog (DDOG) Moves to Strong Buy: Rationale Behind the Upgrade
Datadog (DDOG) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.