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S&P 500 (SPY) $748.62 +0.88% Nasdaq-100 (QQQ) $708.90 +1.85% Dow (DIA) $522.55 +0.89% Russell 2000 (IWM) $295.82 +1.20% 10-Year Treasury (IEF) $93.32 −0.23% Crude Oil (USO) $128.37 +2.28% Gold (GLD) $373.85 +1.70% US Dollar Index (UUP) $28.45 +0.23% Volatility (VXX) $21.29 −3.77% Semiconductors (SMH) $583.24 +4.37% Silver (SLV) $53.36 +4.67% Emerging Markets (EEM) $65.45 +2.97% Bitcoin (BTC) $66,470.13 +1.90% Ethereum (ETH) $1,922.88 +1.00% S&P 500 (SPY) $748.62 +0.88% Nasdaq-100 (QQQ) $708.90 +1.85% Dow (DIA) $522.55 +0.89% Russell 2000 (IWM) $295.82 +1.20% 10-Year Treasury (IEF) $93.32 −0.23% Crude Oil (USO) $128.37 +2.28% Gold (GLD) $373.85 +1.70% US Dollar Index (UUP) $28.45 +0.23% Volatility (VXX) $21.29 −3.77% Semiconductors (SMH) $583.24 +4.37% Silver (SLV) $53.36 +4.67% Emerging Markets (EEM) $65.45 +2.97% Bitcoin (BTC) $66,470.13 +1.90% Ethereum (ETH) $1,922.88 +1.00%
AEACapital Research

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Competitive Comparison

Datadog vs. Dynatrace

Two cloud observability platforms serving the same growing telemetry-monitoring market, from different starting points on breadth versus depth.

MetricDatadog (DDOG)Dynatrace (DT)
PEG ratio0.890.82–1.49 (varies)
EV/EBITDA2,575x (small EBITDA base)38.19x
Market capn/a$11.45B

PEG ratio, compared

DDOG
0.89
DT
0.82

Same PEG ratio figures as the table above, plotted for a direct read. Bold = held in this book.

Market cap, P/E, PEG, EV/EBITDA, and capex sourced via public filings and financial-data aggregators (GuruFocus, StockAnalysis, company earnings releases), as of July 2026. PEG ratio sourced primarily from GuruFocus where available; different providers use different growth-rate assumptions, so figures elsewhere for the same stock can vary by several multiples. Gold-highlighted column(s) indicate the name(s) actually held in this book.

Why Datadog over Dynatrace

Dynatrace's EV/EBITDA is dramatically lower than Datadog's, reflecting a more mature, higher-margin business already past $2 billion in ARR with consistent double-digit growth — a genuinely strong, less speculative business by that measure. I hold Datadog specifically for its platform breadth: it covers infrastructure, application, and log monitoring in a single unified product built for a cloud-native, multi-service architecture, while Dynatrace's strength is traditionally deeper in APM (application performance monitoring) for more complex enterprise environments. Both are legitimate ways to own the same broader observability-market growth; I've chosen the broader platform bet over the deeper specialist.