LIVE
PD
PagerDuty, Inc. · IT Operations / DevOps
$8.48
+23.08% this month
VERSUS
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DDOG
Datadog, Inc. · Cloud Observability / DevOps
$223.00
+3.65% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
PD
2
DDOG
2
Comparison scoreboard
MIXED SETUPAI Score
PD 22.6
DDOG ✓53.0
1Y Return
PD -40.57%
DDOG ✓+71.49%
Fwd P/E
PD ✓6.03
DDOG 80.73
Target Up.
PD ✓+7.82%
DDOG +1.38%
Op. Margin
PD N/A
DDOG 0.80%
Metrics last refreshed: 6/20/2026
Quick take
PD vs DDOG Stock Comparison: AI Score, Valuation, Performance and Upside
PD and DDOG compete across the IT operations landscape — PagerDuty as the incident management and on-call specialist, Datadog as the observability platform adding incident management. PagerDuty's 70% Fortune 100 penetration and 700+ integrations create deep switching costs; Datadog's observability platform breadth lets it bundle incident management to existing customers, threatening PagerDuty's standalone positioning.
PD vs DDOG — PagerDuty (the incident management and AIOps leader deeply embedded in enterprise on-call operations with 700+ integrations, 70% Fortune 100 penetration, and AI noise reduction) versus Datadog (the observability platform expanding into incident management with Datadog On-Call, competing for the same operations teams already using Datadog monitoring).
Live analysis · updated 6/20/2026
PD and DDOG are closely matched — they split the tracked metrics evenly. DDOG has delivered stronger 1-year price return (+71.49% vs -40.57%), though PD trades at the lower forward P/E (6.03x vs 80.73x). Analyst consensus implies meaningfully more upside for PD (+7.82%) than for DDOG (+1.38%).
Normalized 1Y performance
PD
DDOG
Recent returns
PD
DDOG
Analyst price targets & sentiment
PD · 7 analysts
Price target range
analyst low$7.00
analyst high$10.00
analyst mean$9.14
current price$8.48
+7.8% upside to analyst mean
DDOG · 38 analysts
STRONG BUYHOLDSTRONG SELL
Buy (1.6/5.0)
Price target range
analyst low$115.00
analyst mean$233.06
current price$223.00
+1.4% upside to analyst mean
Who should consider this stock?
PD may suit investors who:
- →believe PagerDuty's operational workflow depth (escalation policies, on-call schedules, runbook automation) creates switching costs that Datadog's newer On-Call product cannot quickly replicate
- →see PagerDuty's 700+ integration ecosystem as a moat — being the aggregation point for 700 alert sources is a network position that benefits from the total monitoring landscape rather than competing with it
- →value PagerDuty's lower valuation vs Datadog as providing more margin of safety in a market where observability platforms are threatening adjacent incident management revenue
- →are comfortable with slower growth rates, Datadog On-Call competitive threat, and ServiceNow/ITSM platform competition for enterprise operations workflow budget
DDOG may suit investors who:
- →believe Datadog's platform bundling strategy (monitoring + incident management on one platform) will consolidate the operations tech stack, displacing PagerDuty among existing Datadog customers
- →value Datadog's 25%+ ARR growth and LLM Observability expansion creating multiple revenue catalysts beyond the core monitoring platform
- →see usage-based pricing tied to cloud growth as creating structural revenue expansion without the sales cycle friction that PagerDuty faces in standalone incident management deals
- →are comfortable with premium valuation (20-30x revenue), cloud optimization headwinds, and PagerDuty's deeply embedded on-call workflow competing with Datadog On-Call's newer functionality
Performance & AI score
| Metric | PD | DDOG |
|---|---|---|
| AI score | 22.6 | 53.0 |
| AI rank | #3983 | #312 |
| Latest close | $8.48 | $223.00 |
| 1M return | +23.08% | +3.65% |
| 6M return | -33.80% | +63.12% |
| 1Y return | -40.57% | +71.49% |
$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?
| Period | PD | DDOG |
|---|---|---|
| 1Y ago | $5.94K (-40.6%) started 2025-06-18 | $17.15K (+71.5%) started 2025-06-18 |
| 5Y ago | $1.94K (-80.6%) started 2021-06-18 | $21.6K (+116.0%) started 2021-06-18 |
| 10Y ago | $2.22K (-77.8%) started 2019-04-11 | $59.39K (+493.9%) started 2019-09-19 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | PD | DDOG |
|---|---|---|
| Market cap | $654M | $81.84B |
| Trailing P/E | 4.10 | 589.49 |
| Forward P/E | 6.03 | 80.73 |
| Price/Sales | 1.32 | 14.88 |
| EV/Revenue | 1.34 | 21.34 |
| Analyst target | $9.14 | $233.06 |
| Target upside | +7.82% | +1.38% |
Growth, profitability & risk
| Metric | PD | DDOG |
|---|---|---|
| Revenue growth | 1.00% | 32.20% |
| Earnings growth | N/A | 104.00% |
| EPS growth | N/A | +104.00% |
| FCF margin | +23.28% | +25.51% |
| Operating margin | N/A | 0.80% |
| Profit margin | 38.61% | 3.69% |
| ROIC proxy | 94.63% | 3.93% |
| Return on equity | 94.63% | 3.93% |
| Dividend yield | 0.00% | N/A |
| Beta | 0.94 | 1.55 |
| Debt/equity | 180.65 | 32.22 |
| Current ratio | 1.95 | 3.40 |
| Quick ratio | 1.81 | 3.29 |
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
PD max drawdown66.63%
DDOG max drawdown48.62%
PD max wkly drop24.83%
DDOG max wkly drop18.04%
5Y risk snapshot
PD max drawdown87.93%
DDOG max drawdown68.11%
PD max wkly drop25.66%
DDOG max wkly drop23.41%
10Y risk snapshot
PD max drawdown90.01%
DDOG max drawdown68.11%
PD max wkly drop35.09%
DDOG max wkly drop30.02%
Performance metrics by period
| Period | Metric | PD | DDOG |
|---|---|---|---|
| 1Y | Growth | -40.57% | +71.49% |
| CAGR | -40.60% | +71.55% | |
| Sharpe ratio | -0.54 | 1.07 | |
| Max drawdown | 66.63% | 48.62% | |
| Max daily drop | 23.32% | 11.28% | |
| Max wkly drop | 24.83% | 18.04% | |
| 5Y | Growth | -80.60% | +115.96% |
| CAGR | -27.97% | +16.65% | |
| Sharpe ratio | -0.39 | 0.47 | |
| Max drawdown | 87.93% | 68.11% | |
| Max daily drop | 23.32% | 17.18% | |
| Max wkly drop | 25.66% | 23.41% | |
| 10Y | Growth | -77.83% | +493.87% |
| CAGR | -18.91% | +30.22% | |
| Sharpe ratio | -0.12 | 0.66 | |
| Max drawdown | 90.01% | 68.11% | |
| Max daily drop | 25.78% | 17.87% | |
| Max wkly drop | 35.09% | 30.02% |
Business comparison
| Category | PD | DDOG |
|---|---|---|
| Company | PagerDuty, Inc. | Datadog, Inc. |
| Sector | IT Operations / DevOps | Technology |
| Industry | N/A | Software - Application |
| Core business | PagerDuty is the digital operations management platform specializing in incident management, on-call scheduling, and AIOps for enterprise operations teams. PagerDuty sits at the center of the operations workflow — integrating 700+ alert sources (monitoring tools, cloud platforms, security scanners) and routing alerts to the right on-call engineer with context. PagerDuty's AI capabilities (Intelligent Alert Grouping, Auto-Pause) reduce alert noise and automate routine incident responses. PagerDuty Copilot provides AI-powered incident summary and post-mortem generation. Customers include 70% of Fortune 100 companies. | Datadog is the leading cloud-native observability platform providing infrastructure monitoring, APM, log management, and security on a unified platform. Datadog On-Call (launched 2024) is Datadog's direct competitive entry into PagerDuty's incident management market — providing on-call routing and incident workflows integrated with Datadog's monitoring data. Datadog's 15+ products on a single data layer and AI-powered Watchdog anomaly detection make it the broadest observability platform for enterprise engineering teams. |
| Investor focus | Investors focus on PagerDuty's ARR growth, expansion within enterprise accounts (platform modules beyond on-call), and competitive differentiation as monitoring vendors like Datadog expand into incident management. | Investors focus on Datadog's ARR growth, new product adoption rates including Datadog On-Call, large enterprise customer ($100K+ ARR) expansion, and LLM Observability for AI workloads. |
PD strengths
- →Incident management market leadership: PagerDuty has 70% Fortune 100 penetration and is deeply embedded in operations workflows — replacing PagerDuty requires migrating on-call schedules, escalation policies, and integrations simultaneously
- →700+ integration ecosystem: PagerDuty integrates with virtually every monitoring, ITSM, and cloud platform — creating an aggregation point for operations alert data that's difficult to displace
- →AI-powered noise reduction: Intelligent Alert Grouping and Auto-Pause significantly reduce mean time to resolve (MTTR) by filtering duplicate alerts and automating routine responses
DDOG strengths
- →Platform breadth: 15+ products across monitoring, logging, APM, security, and now incident management — Datadog can replace multiple point solution vendors including PagerDuty with native incident management
- →Datadog On-Call expansion: launching incident management natively competes with PagerDuty for customers already using Datadog monitoring — reducing tool sprawl and consolidating alert correlation with response
- →Usage-based pricing compounding with cloud growth: consumption pricing grows with customers' cloud infrastructure — structural revenue expansion without additional selling cycles
Risks to watch — PD
- →Datadog and observability platforms expanding into incident management: Datadog, Dynatrace, and ServiceNow are building incident management capabilities that could displace PagerDuty in customers already standardized on those platforms
- →Slower growth vs pure observability: PagerDuty's growth rates are more modest than Datadog's — incident management is a more mature market with less inherent expansion vs the broader observability platform
- →Valuation concerns relative to growth: PagerDuty's premium valuation requires continued enterprise expansion into higher-value platform modules to justify
Risks to watch — DDOG
- →Incident management is not Datadog's core strength: PagerDuty has 15+ years of on-call workflow expertise — Datadog On-Call is newer and lacks PagerDuty's depth in complex enterprise escalation policy management
- →Premium valuation: Datadog trades at 20-30x revenue requiring sustained 25%+ growth — any deceleration creates meaningful multiple compression risk
- →Cloud optimization headwinds: consumption-based pricing means revenue growth slows when enterprises reduce cloud spending cycles
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