MDB vs DDOG Stock Comparison: AI Score, Valuation, Performance and Upside
MongoDB is typically evaluated as a core database infrastructure provider whose growth depends on Atlas cloud adoption and enterprise migration from legacy databases, while Datadog is assessed as a broader observability platform benefiting from multi-product adoption and rising infrastructure complexity, including AI workloads. Both are usage-based software businesses tied to overall cloud spending trends. The choice depends on whether an investor wants focused database infrastructure exposure or broader observability platform exposure.
Datadog suits investors wanting a track record of profitable growth and broader platform diversification, while MongoDB offers more concentrated exposure to database infrastructure modernization with a less mature profitability profile.
DDOG holds the edge across 3 of 5 key metrics in this comparison. DDOG has delivered stronger 1-year price return (+54.42% vs +6.21%), though MDB has the better forward P/E setup (48.16x vs 79.83x for DDOG). DDOG leads on both revenue growth (35.60%) and operating margin (0.67%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies similar upside for both: +21.62% for MDB and +20.34% for DDOG.
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.
- Want focused exposure to modern database infrastructure adoption
- Believe in continued Atlas cloud revenue mix shift
- Can tolerate a less mature profitability profile
- Value strong developer community and technology mindshare
- Want broader observability and monitoring platform exposure
- Value a stronger track record of profitable growth
- Believe in rising infrastructure complexity from AI workload adoption
- Prefer multi-product platform diversification over a single-category tool
| Metric | MDB | DDOG |
|---|---|---|
| AI scorei | 56.1 | 65.3 |
| AI ranki | #89 | #105 |
| Latest closei | $337.57 | $247.11 |
| 1M returni | -10.30% | +7.07% |
| 3M returni | +8.08% | -4.48% |
| 6M returni | +28.17% | +95.17% |
| 1Y returni | +6.21% | +54.42% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | MDB | DDOG |
|---|---|---|
| 1Y ago | $10.74K (+7.4%) started 2025-10-16 | $16.35K (+63.5%) started 2025-10-16 |
| 5Y ago | $6.7K (-33.0%) started 2021-10-18 | $15.7K (+57.0%) started 2021-10-18 |
| 10Y ago | $105.26K (+952.6%) started 2017-10-19 | $65.81K (+558.1%) started 2019-09-19 |
Hypothetical — past performance does not guarantee future results.
| Metric | MDB | DDOG |
|---|---|---|
| Market capi | $30.02B | $85.09B |
| Trailing P/Ei | 540.88 | 473.96 |
| Forward P/Ei | 48.16 | 79.83 |
| Price/Salesi | N/A | 14.88 |
| EV/Revenuei | 12.51 | 20.52 |
| Analyst targeti | $453.91 | $285.18 |
| Target upsidei | +21.62% | +20.34% |
| Metric | MDB | DDOG |
|---|---|---|
| Revenue growthi | 25.20% | 35.60% |
| Earnings growthi | N/A | 1498.50% |
| EPS growthi | N/A | +1498.50% |
| FCF margini | +19.89% | +26.51% |
| Operating margini | -3.61% | 0.67% |
| Profit margini | -1.12% | 4.48% |
| ROIC proxyi | -0.97% | 4.70% |
| Return on equityi | -0.97% | 4.70% |
| Dividend yieldi | N/A | N/A |
| Payout ratioi | 0.00% | 0.00% |
| Dividend growth streaki | N/A | N/A |
| Betai | 1.54 | 1.51 |
| Debt/equityi | 2.00 | 29.26 |
| Current ratioi | 4.95 | 3.21 |
| Quick ratioi | 4.55 | 3.10 |
Over the past year, MDB and DDOG have moved moderately in the same direction (correlation of 0.52), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | MDB | DDOG |
|---|---|---|---|
| 1Y | Growthi | +7.39% | +63.46% |
| CAGRi | +7.40% | +63.58% | |
| Volatilityi | 70.76% | 69.74% | |
| Sharpe ratioi | 0.39 | 0.98 | |
| Sortino ratioi | 0.57 | 1.68 | |
| Max drawdowni | 48.72% | 48.62% | |
| Current drawdowni | 28.52% | 15.74% | |
| Avg drawdowni | 19.93% | 20.82% | |
| Ulcer Indexi | 24.35% | 25.54% | |
| Max daily dropi | 22.24% | 19.03% | |
| Max wkly dropi | 21.59% | 18.04% | |
| 5Y | Growthi | -33.02% | +56.97% |
| CAGRi | -7.71% | +9.45% | |
| Volatilityi | 71.00% | 59.57% | |
| Sharpe ratioi | 0.18 | 0.37 | |
| Sortino ratioi | 0.26 | 0.57 | |
| Max drawdowni | 76.52% | 68.11% | |
| Current drawdowni | 42.30% | 15.74% | |
| Avg drawdowni | 46.35% | 37.32% | |
| Ulcer Indexi | 48.98% | 40.79% | |
| Max daily dropi | 26.94% | 19.03% | |
| Max wkly dropi | 33.71% | 23.41% | |
| 10Y | Growthi | +952.60% | +558.08% |
| CAGRi | +29.93% | +30.52% | |
| Volatilityi | 66.13% | 60.09% | |
| Sharpe ratioi | 0.66 | 0.67 | |
| Sortino ratioi | 1.00 | 1.03 | |
| Max drawdowni | 76.52% | 68.11% | |
| Current drawdowni | 42.30% | 15.74% | |
| Avg drawdowni | 30.98% | 29.92% | |
| Ulcer Indexi | 37.87% | 35.30% | |
| Max daily dropi | 26.94% | 19.03% | |
| Max wkly dropi | 33.71% | 30.02% |
| Category | MDB | DDOG |
|---|---|---|
| Company | MongoDB, Inc. | Datadog, Inc. |
| Sector | Technology | Technology |
| Industry | Software - Infrastructure | Software - Application |
| Core business | MongoDB provides a document-oriented database platform, including its Atlas cloud database service, used by developers to build and scale applications. | Datadog provides a cloud monitoring and observability platform that helps enterprises track infrastructure performance, application behavior, and security across their technology stacks. |
| Investor focus | Investors watch Atlas cloud revenue growth as a share of total revenue, customer expansion rates, and progress toward sustained profitability. | Investors watch platform product adoption per customer, large customer growth, and Datadog's expansion into AI and security observability products. |
- Atlas cloud database platform continues to grow as a share of total revenue
- Strong developer mindshare and flexible document database architecture
- Expanding enterprise customer base with growing average contract values
- Broad observability platform with strong multi-product adoption among customers
- Growing exposure to AI infrastructure monitoring as enterprises deploy more AI workloads
- Consistent track record of profitable growth relative to many software peers
- Faces competition from cloud-native database offerings from AWS, Microsoft, and Google
- Profitability remains a work in progress relative to some software peers
- Growth deceleration risk as the company matures and market penetration increases
- Valuation reflects high growth expectations that require continued execution
- Competitive pressure from both point-solution vendors and cloud provider native tools
- Customer usage-based pricing can create revenue volatility tied to cloud spending trends
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