Datadog vs Cloudflare (DDOG vs NET)
Datadog (DDOG) vs Cloudflare (NET) in plain English: P/E, growth, margins, debt and dividend side by side, key differences and which fits each investor profile.
Datadog (DDOG) and Cloudflare (NET) compete in software and cloud. Here are Datadog and Cloudflare side by side with their real figures as of November 4, 2026: what sets them apart, which fits each kind of investor and the most common questions, without telling you whether to buy Datadog or Cloudflare.
Datadog vs Cloudflare: the figures
| Figure | Datadog | Cloudflare |
|---|---|---|
| Share price | $188.72 (November 4, 2026) | $266.58 (November 4, 2026) |
| Market cap | $67.8 billion | $94.9 billion |
| P/E (TTM) | 377.4x | N/A |
| Forward P/E | 63.3x | 157.5x |
| Revenue growth (quarter) | +35.6% | +35.9% |
| Net margin (TTM) | 4.5% | -8.2% |
| Net debt / EBITDA | Net cash | N/A |
| Dividend yield | 0.00% | 0.00% |
| Beta | 1.51 | 1.37 |
Datadog and Cloudflare figures from Yahoo Finance, the same source the Fintols analysis uses, retrieved on November 4, 2026; N/A means that Datadog or Cloudflare figure is not available, and we never estimate it.
3 key differences between Datadog and Cloudflare
- Profitability: for every 100 of sales, Datadog keeps 4.5 as net profit and Cloudflare keeps -8.2.
- Volatility: Datadog stock moves more (beta 1.51) than Cloudflare (beta 1.37); the higher the beta, the more it amplifies market swings.
- Size: Cloudflare is worth $94.9 billion on the stock market, about 1.4 times Datadog ($67.8 billion).
Datadog or Cloudflare: which fits your profile
- If you want growth: Cloudflare is growing faster today, so it fits better with investors who put business growth first, usually accepting a higher P/E and a bumpier ride.
- If you prefer caution: Cloudflare has a less volatile share price, which usually gives more room in a bad year.
Neither Datadog nor Cloudflare wins on everything, and owning both is also an option: spreading money across several companies or an index fund reduces what rides on each one.
How Datadog and Cloudflare make money
Datadog (DDOG)
Datadog sells subscriptions to a cloud platform that monitors servers, applications, logs and security across a company's tech stack. Customers ranging from startups to large enterprises pay based on usage and the number of products they adopt, such as Infrastructure Monitoring, APM and Log Management. North America is its largest market. Full Datadog analysis.
Cloudflare (NET)
Cloudflare runs a global network that speeds up and protects websites, apps and corporate networks. It charges subscriptions for services like attack protection, content delivery, Zero Trust security for employees and its Workers developer platform. It serves customers of every size, though large customers generate most revenue. The United States is its main market. Full Cloudflare analysis.
Frequently asked questions: Datadog vs Cloudflare
Is Datadog or Cloudflare the better stock?
Choosing between Datadog and Cloudflare depends on what you are looking for. Cloudflare is growing faster right now. Fintols does not tell you whether to buy Datadog or Cloudflare: it shows you the differences so you can decide.
Which pays a higher dividend, Datadog or Cloudflare?
Neither pays a dividend as of November 4, 2026: Datadog and Cloudflare put what they earn into growth or other forms of shareholder return.
Can I own both Datadog and Cloudflare?
Yes. Many people spread their money across several companies, such as Datadog and Cloudflare, or use index funds so they do not depend on just one. If you are starting out, decide how much you want to invest and for how long before buying Datadog or Cloudflare.
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