Why did Sumo Logic go private?

Sumo Logic's growth slowed as Datadog and Dynatrace captured more enterprise observability budget with broader platforms, leading to valuation pressure. Francisco Partners acquired it in 2023, providing capital and strategic flexibility as a private company.

How does Datadog's platform approach differ from Sumo Logic's?

Datadog built a broader platform combining infrastructure monitoring, APM, log management, security, and more into a single product — this unified approach drove strong multi-product adoption. Sumo Logic was more specialized in log analytics and security analytics.

What is net dollar retention in SaaS?

Net dollar retention measures how much an existing customer cohort's revenue grows over time — including expansions and upgrades minus downgrades and churn. Datadog's historically high NDR (120%+) means customers consistently expand their Datadog usage, making the platform highly self-reinforcing.

Data as of: September 18, 2026

brimindinvest.com / compare / ddog-vs-ntnxLIVE

DDOG

Datadog, Inc. · Information Technology - Cloud Observability

$236.00

-4.07% this month

VERSUS

COMPARE

SUMO

Sumo Logic, Inc. · Information Technology - Log Analytics & Security

N/A

N/A this month

Comparison scoreboard

MIXED SETUP

AI Scorei

DDOG 58.8

SUMO N/A

1Y Returni

DDOG +75.82%

SUMO N/A

Fwd P/Ei

DDOG 79.83

SUMO N/A

Target Up.i

DDOG +20.34%

SUMO N/A

Op. Margini

DDOG 0.67%

SUMO N/A

Metrics last refreshed: 9/18/2026

Quick take

DDOG vs SUMO Stock Comparison: AI Score, Valuation, Performance and Upside

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DDOG (Datadog) is the publicly traded market leader in cloud observability and monitoring, while Sumo Logic was a public competitor until being taken private in 2023 and is no longer directly investable in the public markets. Investors seeking public cloud observability exposure should focus on DDOG and DT (Dynatrace).

DDOG vs SUMO explores the cloud observability market leadership with Datadog as the dominant public company and Sumo Logic having transitioned to private ownership.

Live analysis · updated 9/18/2026

DDOG and SUMO are closely matched — they split the tracked metrics evenly.

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Normalized 1Y performance

DDOG

SUMO

Not enough data to chart yet.

Recent returns

DDOG

SUMO

Analyst price targets & sentiment

Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.

DDOG · 38 analysts

STRONG BUYHOLDSTRONG SELL

Buy (1.6/5.0)

41 Buy / 4 Hold / 1 Sell

Price target range

analyst low$115.00
analyst mean$285.18
current price$236.00

+20.3% upside to analyst mean

SUMO

Price target data unavailable

N/A

Who should consider this stock?

DDOG may suit investors who:

Want exposure to the leading cloud observability platform with exceptional multi-product adoption
Value Datadog's expansion into security analytics as a high-growth adjacent market
Believe unified observability platforms will continue gaining share over point solutions in cloud monitoring

Sumo Logic is now private:

Sumo Logic was acquired by Francisco Partners and taken private in 2023 — it is not publicly traded
For public log analytics and observability exposure, DDOG (Datadog) and DT (Dynatrace) are the primary options
For public security analytics/SIEM exposure, consider CrowdStrike, Palo Alto Networks, or Splunk (now Cisco)

Performance & AI score

Performance & AI score
Metric	DDOG	SUMO
AI scorei	58.8	N/A
AI ranki	#196	N/A
Latest closei	$236.00	N/A
1M returni	-4.07%	N/A
6M returni	+81.62%	N/A
1Y returni	+75.82%	N/A

$10,000 invested — hypothetical growth (dividends reinvested)

How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?

$10,000 invested — hypothetical growth (dividends reinvested)
Period	DDOG	SUMO
1Y ago	$17.25K (+72.5%) started 2025-09-18	N/A
5Y ago	$16.59K (+65.9%) started 2021-09-20	N/A
10Y ago	$62.85K (+528.5%) started 2019-09-19	N/A

Hypothetical — past performance does not guarantee future results.

Valuation & upside potential

Valuation & upside potential
Metric	DDOG	SUMO
Market capi	$85.09B	N/A
Trailing P/Ei	473.96	N/A
Forward P/Ei	79.83	N/A
Price/Salesi	14.88	4.97
EV/Revenuei	20.52	N/A
Analyst targeti	$285.18	N/A
Target upsidei	+20.34%	N/A

Full DCF model for DDOG

Growth, profitability & risk

Growth, profitability & risk
Metric	DDOG	SUMO
Revenue growthi	35.60%	N/A
Earnings growthi	1498.50%	N/A
EPS growthi	+1498.50%	N/A
FCF margini	+26.51%	N/A
Operating margini	0.67%	N/A
Profit margini	4.48%	N/A
ROIC proxyi	4.70%	N/A
Return on equityi	4.70%	N/A
Dividend yieldi	N/A	N/A
Payout ratioi	0.00%	N/A
Dividend growth streaki	N/A	N/A
Betai	1.51	1.53
Debt/equityi	29.26	N/A
Current ratioi	3.21	N/A
Quick ratioi	3.10	N/A

Drawdown & downside risk

Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.

1Y risk snapshot

DDOG max drawdowni48.62%

SUMO max drawdowniN/A

DDOG max wkly dropi18.04%

SUMO max wkly dropiN/A

5Y risk snapshot

DDOG max drawdowni68.11%

SUMO max drawdowniN/A

DDOG max wkly dropi23.41%

SUMO max wkly dropiN/A

10Y risk snapshot

DDOG max drawdowni68.11%

SUMO max drawdowniN/A

DDOG max wkly dropi30.02%

SUMO max wkly dropiN/A

Performance metrics by period

Performance metrics by period
Period	Metric	DDOG	SUMO
1Y	Growthi	+72.50%	N/A
	CAGRi	+72.61%	N/A
	Volatilityi	69.51%	N/A
	Sharpe ratioi	1.06	N/A
	Sortino ratioi	1.83	N/A
	Max drawdowni	48.62%	N/A
	Current drawdowni	18.10%	N/A
	Avg drawdowni	20.55%	N/A
	Ulcer Indexi	25.46%	N/A
	Max daily dropi	19.03%	N/A
	Max wkly dropi	18.04%	N/A
5Y	Growthi	+65.91%	N/A
	CAGRi	+10.67%	N/A
	Volatilityi	59.45%	N/A
	Sharpe ratioi	0.39	N/A
	Sortino ratioi	0.60	N/A
	Max drawdowni	68.11%	N/A
	Current drawdowni	18.10%	N/A
	Avg drawdowni	37.25%	N/A
	Ulcer Indexi	40.78%	N/A
	Max daily dropi	19.03%	N/A
	Max wkly dropi	23.41%	N/A
10Y	Growthi	+528.50%	N/A
	CAGRi	+30.04%	N/A
	Volatilityi	60.17%	N/A
	Sharpe ratioi	0.66	N/A
	Sortino ratioi	1.02	N/A
	Max drawdowni	68.11%	N/A
	Current drawdowni	18.10%	N/A
	Avg drawdowni	30.17%	N/A
	Ulcer Indexi	35.49%	N/A
	Max daily dropi	19.03%	N/A
	Max wkly dropi	30.02%	N/A

AI Prediction Signali

Members only

Next 5 trading days

DDOG

+2.8%BUY

SUMO

+1.1%HOLD

Next 30 trading days

DDOG

+6.4%BUY

SUMO

+3.2%HOLD

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Business comparison

Business comparison
Category	DDOG	SUMO
Company	Datadog, Inc.	Sumo Logic, Inc.
Sector	Technology	Information Technology - Log Analytics & Security
Industry	Software - Application	N/A
Core business	Datadog provides a cloud-based monitoring and observability platform for infrastructure, applications, logs, security, and databases, helping engineering teams monitor performance and troubleshoot issues across their entire cloud and hybrid environments.	Sumo Logic provides a cloud-native log analytics, security analytics, and observability platform for DevSecOps teams, helping companies monitor applications, detect security threats, and troubleshoot operational issues through log data analysis.
Investor focus	Investors track Datadog's revenue growth and multi-product adoption (customers using 8+ products), net dollar retention rate, and the expansion of its platform into security monitoring alongside core observability.	Sumo Logic went private in 2023 after being acquired by Francisco Partners; it is no longer publicly traded as of mid-2023. Investors seeking public observability market exposure should consider Datadog (DDOG) or Dynatrace (DT).

DDOG strengths

Market-leading unified observability platform combining metrics, traces, and logs in a single cloud-native solution
Exceptionally strong multi-product adoption driving high net dollar retention above 120%+
Security platform expansion builds on existing infrastructure monitoring relationships to cross-sell security analytics

SUMO strengths

Strong cloud-native log analytics capabilities with deep security analytics differentiation
SOC (security operations center) use cases provide overlap with SIEM and security monitoring vendors
Flexible consumption-based pricing model aligns with customer cloud usage patterns

Risks to watch — DDOG

Premium valuation requires sustained high growth and multi-product expansion to continue
Competes directly with Dynatrace, New Relic, and increasingly with Splunk's expanded observability portfolio
Optimizations by customers during economic stress can temporarily reduce per-host monitoring spend

Risks to watch — SUMO

Sumo Logic was taken private in 2023 and is no longer publicly traded
Faced increasing competition from Datadog and Dynatrace whose broader platform approaches attracted more enterprise customers
Security analytics market has become more competitive with cloud-native SIEM entrants

Frequently asked questions

Observability platforms help engineering and DevOps teams understand the internal state of their software systems by collecting and analyzing metrics (performance measurements), traces (request flows through distributed systems), and logs (event records) — enabling faster troubleshooting and performance optimization.

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