Datadog vs Zscaler (DDOG vs ZS)
Datadog (DDOG) vs Zscaler (ZS) in plain English: P/E, growth, margins, debt and dividend side by side, key differences and which fits each investor profile.
Datadog (DDOG) and Zscaler (ZS) compete in software and cloud. Here are Datadog and Zscaler 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 Zscaler.
Datadog vs Zscaler: the figures
| Figure | Datadog | Zscaler |
|---|---|---|
| Share price | $188.72 (November 4, 2026) | $224.44 (November 4, 2026) |
| Market cap | $67.8 billion | $36.6 billion |
| P/E (TTM) | 377.4x | N/A |
| Forward P/E | 63.3x | 39.9x |
| Revenue growth (quarter) | +35.6% | +24.9% |
| Net margin (TTM) | 4.5% | -1.9% |
| Net debt / EBITDA | Net cash | Net cash |
| Dividend yield | 0.00% | 0.00% |
| Beta | 1.51 | 0.84 |
Datadog and Zscaler figures from Yahoo Finance, the same source the Fintols analysis uses, retrieved on November 4, 2026; N/A means that Datadog or Zscaler figure is not available, and we never estimate it.
3 key differences between Datadog and Zscaler
- Debt: Zscaler owes -36.6x its annual operating profit (EBITDA), while Datadog holds more cash than debt.
- Volatility: Datadog stock moves more (beta 1.51) than Zscaler (beta 0.84); the higher the beta, the more it amplifies market swings.
- Growth: Datadog grew sales +35.6% year on year in its latest quarter, against +24.9% for Zscaler.
Datadog or Zscaler: which fits your profile
- If you want growth: Datadog 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: Datadog has less debt relative to its profit, which usually gives more room in a bad year.
Neither Datadog nor Zscaler 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 Zscaler 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.
Zscaler (ZS)
Zscaler sells cloud-based cybersecurity on a subscription basis. Its Zero Trust Exchange platform sits between employees and the apps or internet they use and checks every connection, with products like Zscaler Internet Access and Zscaler Private Access. Its customers are large enterprises and government agencies, and the US is its biggest market. Full Zscaler analysis.
Frequently asked questions: Datadog vs Zscaler
Is Datadog or Zscaler the better stock?
Choosing between Datadog and Zscaler depends on what you are looking for. Datadog is growing faster right now. Fintols does not tell you whether to buy Datadog or Zscaler: it shows you the differences so you can decide.
Which pays a higher dividend, Datadog or Zscaler?
Neither pays a dividend as of November 4, 2026: Datadog and Zscaler put what they earn into growth or other forms of shareholder return.
Can I own both Datadog and Zscaler?
Yes. Many people spread their money across several companies, such as Datadog and Zscaler, 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 Zscaler.
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More companies like Datadog and Zscaler: software and cloud stocks. Educational content about Datadog and Zscaler, not investment advice.