Datadog vs Okta
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KIRAβs take AI analyst
I put Datadog and Okta side by side, using each oneβs latest annual report. Here is what stands out:
- Datadog is the larger business, with $3.4B of revenue in fiscal 2025 against $2.9B for Okta.
- Datadog grew revenue faster (27.7%, against 11.8%).
- Okta kept more of each dollar of sales as operating profit (5.1% operating margin, against β1.3%).
- Okta turned more of its sales into free cash flow (30.0% FCF margin, against 29.2%).
Who comes out ahead
Of the 9 measures where higher (or lower) is clearly better, how many each company leads.
Datadog
DDOG
4/9
Revenue growth5-year growthGross marginShare count change
Okta
OKTA
5/9
Operating marginNet marginFCF marginReturn on equityPiotroski F-score
Side by side
Best in the row
| Latest fiscal year | DDOG FY25 | OKTA FY26 |
|---|---|---|
| Size | ||
| Market cap | $104.0B | $39.3B |
| Revenue | $3.4B | $2.9B |
| Free cash flow | $1.0B | $875M |
| Net income | $108M | $235M |
| Growth | ||
| Revenue growth | 27.7% | 11.8% |
| 5-year growth | 41.5% | 28.4% |
| Share count change | 1.4% | 2.4% |
| Profitability | ||
| Gross margin | 80.0% | 77.4% |
| Operating margin | β1.3% | 5.1% |
| Net margin | 3.1% | 8.1% |
| FCF margin | 29.2% | 30.0% |
| Return on capital | β | β |
| Return on equity | 3.3% | 3.5% |
| Balance sheet | ||
| Net debt | β$3.5B | β |
| Net debt / EBITDA | β723.3x | β |
| Dividends and buybacks | $0.0M | $73.0M |
| Valuation & quality | ||
| P/E | β | 132.5x |
| Piotroski F-score | 5 | 8 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.