DDOG Datadog
too hard · 45
Owner-earnings value$7.62
Price$269.65
Margin of safety
-97.2%
Quality gate · 45/100
⚠ sub-hurdle returns (median roic 2% < 9%)
Median ROIC2.3%
Gross margin79.5%
Net debt / EBITDA3.1x
FCF conversion911%
Share count / yr+3.4%
Profitable years3/4
Moat & management
Owner-earnings inputs
| Owner earnings (TTM) | 177.58M |
| Owner-earnings yield | 0.2% |
| Free-cash-flow yield | 1.1% |
| Growth used (normalized) | 10.0% |
| Market-implied growth (reverse DCF) | 25.0% |
| Terminal growth | 3.0% |
| Discount rate (hurdle) | 11.8% |
Projected owner earnings
| Yr | Owner earnings | Growth | PV |
|---|---|---|---|
| 1 | 195.34M | 10.0% | 174.74M |
| 2 | 213.36M | 9.2% | 170.72M |
| 3 | 231.37M | 8.4% | 165.61M |
| 4 | 249.11M | 7.7% | 159.50M |
| 5 | 266.27M | 6.9% | 152.50M |
| 6 | 282.55M | 6.1% | 144.75M |
| 7 | 297.62M | 5.3% | 136.39M |
| 8 | 311.17M | 4.6% | 127.56M |
| 9 | 322.93M | 3.8% | 118.42M |
| 10 | 332.62M | 3.0% | 109.10M |
⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~25%/yr owner-earnings growth over 10y (reverse DCF); model credits 10%.