DDOG
Datadog, Inc.
DDOG has the edge over OSCR overall, supported by stronger valuation and stronger modeled upside.
OSCR
Oscar Health, Inc.
OSCR's outlook is improving, though it still trails on the overall score.
DDOG Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Strong | |
| Strong |
DDOG's revenue, profitability, cash flow and balance sheet are all currently healthy.
OSCR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Strong | |
| Strong |
OSCR's revenue, profitability, cash flow and balance sheet are all currently healthy.
DDOG PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 62x | $184 | — |
| Cheap | 251x | $181 | -2.1% |
| Current | 256x | $184 | — |
| Fair | 379x | $273 | +48% |
| Expensive | 621x | $447 | +142% |
Historical ranges are pointers, not guarantees.
DDOG's PE is in its cheap range at 256x. If earnings grow as analysts expect, today's price would be 62x next year's earnings.
OSCR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 12x | $31.94 | — |
| Current | 13x | $31.94 | — |
| Cheap | 21x | $52.73 | +65% |
| Fair | 35x | $87.23 | +173% |
| Expensive | 130x | $322 | +907% |
Historical ranges are pointers, not guarantees.
OSCR has the edge over DDOG in the historical PE scenario, which offers more potential upside but is not a forecast.
DDOG Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Stable | |
| Broad | |
| Low |
Analysts expect strong earnings and revenue growth for DDOG, with profitability holding steady. However, they disagree widely on these estimates.
OSCR Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
OSCR has the edge over DDOG on the outlook, with more favorable profitability expectations.
DDOG Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.99 | +315% |
| Q3 2026 | $0.72 | +125% |
| Q2 2026 | $0.50 | +39% |
| Q1 2026 | $0.39 | -17% |
| Q4 2025 | $0.31 | -40% |
| Q3 2025 | $0.32 | -42% |
| Q2 2025 | $0.36 | -23% |
| Q1 2025 | $0.47 | +38% |
| Q4 2024 | $0.52 | +271% |
DDOG earned $0.72 per share over the past year, up 125% from the year before.
OSCR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.61 | +5.6% |
| Q3 2026 | $2.47 | +$3.47 |
| Q2 2026 | $1.45 | +$2.14 |
| Q1 2026 | -$0.54 | -235% |
| Q4 2025 | -$1.69 | -1790% |
| Q3 2025 | -$1.00 | -$0.92 |
| Q2 2025 | -$0.69 | -$0.54 |
| Q1 2025 | $0.40 | +$0.82 |
| Q4 2024 | $0.10 | +$1.32 |
OSCR has returned to profit: it earned $2.47 per share over the past year, after losing money the year before.
DDOG Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.2B | +35% |
| Q2 2026 | $1.1B | +36% |
| Q1 2026 | $1B | +32% |
| Q4 2025 | $953.2M | +29% |
| Q3 2025 | $885.7M | +28% |
| Q2 2025 | $826.8M | +28% |
| Q1 2025 | $761.6M | +25% |
| Q4 2024 | $737.7M | +25% |
DDOG's revenue has grown year over year every quarter since late 2020: $1.2B last quarter, up 35% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 6.2% | +6.9 points |
| Q2 2026 | 0.5% | +4.8 points |
| Q1 2026 | 0.7% | +2.4 points |
| Q4 2025 | 1% | -0.3 points |
| Q3 2025 | -0.7% | -3.6 points |
| Q2 2025 | -4.3% | -6.3 points |
| Q1 2025 | -1.6% | -3.6 points |
| Q4 2024 | 1.3% | -3.4 points |
DDOG has the edge over OSCR on profitability, with a higher operating margin.
OSCR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $5.1B | +72% |
| Q2 2026 | $4.9B | +70% |
| Q1 2026 | $4.6B | +53% |
| Q4 2025 | $2.8B | +17% |
| Q3 2025 | $3B | +23% |
| Q2 2025 | $2.9B | +29% |
| Q1 2025 | $3B | +42% |
| Q4 2024 | $2.4B | +67% |
OSCR has the edge over DDOG on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 3.5% | +7.8 points |
| Q2 2026 | 8% | +16 points |
| Q1 2026 | 15% | +5.4 points |
| Q4 2025 | -12% | -5.7 points |
| Q3 2025 | -4.3% | -2.3 points |
| Q2 2025 | -8.1% | -11 points |
| Q1 2025 | 9.8% | +1.1 points |
| Q4 2024 | -6.2% | +4 points |
OSCR's operating margin was 3.5% last quarter, up 7.8 points from the same quarter a year ago.
DDOG Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $279.1M | +19% |
| Q2 2026 | $306M | +65% |
| Q1 2026 | $323.3M | +23% |
| Q4 2025 | $318.2M | +24% |
| Q3 2025 | $234.7M | +6.5% |
| Q2 2025 | $184.9M | +16% |
| Q1 2025 | $262.8M | +33% |
| Q4 2024 | $257.5M | +23% |
DDOG has the edge over OSCR on cash flow, with more consistent year-over-year improvement.
OSCR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$1.2B | -$238.2M |
| Q2 2026 | $2.1B | +316% |
| Q1 2026 | $2.6B | +200% |
| Q4 2025 | $662.8M | +95% |
| Q3 2025 | -$973.7M | -$466M |
| Q2 2025 | $499.8M | +2.1% |
| Q1 2025 | $869.5M | +38% |
| Q4 2024 | $340M | +17% |
OSCR usually generates cash, though not every quarter: the latest was −$1.2B, but it generated $4.1B over the past year.
DDOG Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +1.1% | +4M shares |
| 1 year | +3.6% | +13M shares |
| 3 years | +6.7% | +23.7M shares |
| 5 years | +21% | +64.8M shares |
| Available history | +14% | +47.2M shares |
DDOG has the edge over OSCR on shareholder dilution, with a more favorable share count trend.
OSCR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +3.9% | +13M shares |
| 1 year | +34% | +87.2M shares |
| 3 years | +55% | +123M shares |
| 5 years | +66% | +138M shares |
| Available history | +71% | +143M shares |
OSCR has 346M diluted shares, up 34% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q3 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
DDOG Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.6x | Very low |
| Q2 2026 | 7.0x | High |
| Q1 2026 | 18.2x | High |
| Q4 2025 | 123.2x | High |
| Q3 2025 | 94.8x | High |
| Q2 2025 | 16.5x | High |
| Q1 2025 | 6.9x | High |
| Q4 2024 | 3.6x | Elevated |
DDOG's net debt is less than a year of its operating earnings (EBITDA), down from more than 20 years a year ago.
OSCR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -4.2x | Net Cash |
| Q2 2026 | -5.5x | Net Cash |
| Q1 2026 | -110.0x | Net Cash |
| Q1 2025 | -9.7x | Net Cash |
| Q4 2024 | -13.7x | Net Cash |
| Q3 2024 | -10.1x | Net Cash |
| Q2 2024 | -24.0x | Net Cash |
| Q1 2024 | -217.7x | Net Cash |
OSCR has the edge over DDOG on leverage, with a lower net debt burden relative to earnings.
DDOG Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.5 | Neutral |
| Stochastic | 16.7 | Oversold |
DDOG's weekly RSI is 43 (neutral) and its Stochastic is 17 (oversold).
OSCR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 58.7 | Neutral |
| Stochastic | 44.9 | Neutral |
OSCR's weekly RSI is 59 (neutral) and its Stochastic is 45 (neutral).
DDOG PE vs Technology Sector
| Metric | DDOG | Sector median | Relative |
|---|---|---|---|
| PE | 256x | 28x | 820% above |
| PE % | 19 | 35 | 16 pts below |
DDOG is trading at 256x earnings, a 820% premium to the Technology sector's median of 28x.
OSCR PE vs Healthcare Sector
| Metric | OSCR | Sector median | Relative |
|---|---|---|---|
| PE | 13x | 26x | 50% below |
| PE % | 3 | 35 | 32 pts below |
OSCR has the edge over DDOG on valuation relative to its sector.
DDOG Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $244.3 | 24% below |
| 20 week MA | $243.6 | 24% below |
| 50 week MA | $189.3 | 2.6% below |
| 100 week MA | $161.1 | 14% above |
| 200 week MA | $134.5 | 37% above |
DDOG has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 37% above its 200-week average.
OSCR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $31.2 | 2.3% above |
| 20 week MA | $31.1 | 2.8% above |
| 50 week MA | $22.9 | 39% above |
| 100 week MA | $19.3 | 65% above |
| 200 week MA | $15.5 | 106% above |
OSCR has the edge over DDOG on trend strength, trading above more of its moving averages.
DDOG Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $36.1 | $106.3 | +194% |
| 2021 | $106.3 | $180.4 | +70% |
| 2022 | $180.4 | $72.4 | -60% |
| 2023 | $72.4 | $121.4 | +68% |
| 2024 | $121.4 | $146.0 | +20% |
| 2025 | $146.0 | $138.3 | -5.3% |
| 2026 YTD | $138.3 | $184.5 | +33% |
DDOG's yearly returns have swung widely, from +194% in 2020 to −60% in 2022. It's up 33% so far in 2026.
OSCR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $31.0 | $8.02 | -74% |
| 2022 | $8.02 | $2.21 | -72% |
| 2023 | $2.21 | $9.15 | +314% |
| 2024 | $9.15 | $13.8 | +51% |
| 2025 | $13.8 | $14.9 | +8% |
| 2026 YTD | $14.9 | $31.9 | +114% |
OSCR has the edge over DDOG on returns for 2026, with the stronger performance.