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CRWD vs DDOG
Which Stock Would AI Choose? CrowdStrike Holdings (CRWD) vs. Datadog (DDOG) Stock Comparison
Key Takeaways
- DDOG has shown stronger year-to-date performance at approximately 6.6% compared to CRWD's near-flat 0.3% return.
- Over the past year, DDOG delivered about 38% gains, outpacing CRWD's roughly 7% rise.
- Recent market activity indicates both stocks up around 15% in the past month, with DDOG exhibiting higher weekly momentum at nearly 10%.
- CRWD boasts a larger market cap of $119B versus DDOG's $52B, reflecting its dominant position in cybersecurity.
- Both companies focus on cloud security and observability, but DDOG reports positive EPS while CRWD remains unprofitable on a trailing basis.
- Analyst targets suggest upside for both, with DDOG at $177 (22% potential) and CRWD at $492 (5% potential).
Introduction
CrowdStrike Holdings (CRWD) and Datadog (DDOG) are leading providers of cloud-native software solutions in cybersecurity and observability, respectively. Both operate in the high-growth SaaS (Software as a Service) sector, capitalizing on rising demand for AI-driven security and infrastructure monitoring amid increasing cyber threats and cloud adoption. This stock comparison is particularly relevant for growth-oriented investors and traders seeking exposure to tech innovators, evaluating relative performance, valuation trade-offs, and market positioning in recent market activity. Understanding their contrasts can inform portfolio decisions in a volatile tech landscape.
CRWD Overview and Recent Performance
CrowdStrike Holdings (CRWD) delivers a cloud-native cybersecurity platform called Falcon, protecting endpoints, cloud workloads, identity, and data through SaaS subscriptions. The company has solidified its leadership with recognitions like the 2026 Gartner Magic Quadrant for Cyberthreat Intelligence. Recent weeks have seen shares trade around $470, within a 52-week range of $343 to $567, supported by AI integrations such as Claude Opus in the Falcon platform and partnerships like Dicker Data in Asia Pacific. Sentiment has been influenced by strong module adoption and net retention above 100%, though YTD performance remains flat at 0.3% amid broader tech volatility. Monthly gains near 15% reflect rebounding momentum, tempered by high valuation and negative EPS of -$0.64.
DDOG Overview and Recent Performance
Datadog (DDOG) offers an observability and security platform for cloud applications, including infrastructure monitoring, log management, and AI-focused tools like GPU monitoring to optimize costs. Shares recently hover near $145, in a 52-week band of $98 to $202, with robust YTD gains of 6.6% and 38% over the past year. Key developments include new product launches for AI infrastructure and analyst upgrades citing resilient demand. Performance in recent weeks shows about 17% monthly appreciation and strong weekly upticks near 10%, driven by positive EPS of $0.31 and expanding customer wins, though shares remain 30% off highs amid sector pressures.
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Head-to-Head Comparison
CRWD focuses on endpoint and cloud security via its unified Falcon platform, while DDOG emphasizes observability with tools for performance monitoring, security, and AI cost management, offering complementary yet distinct growth drivers in the cloud ecosystem. CRWD’s $119B market cap dwarfs DDOG’s $52B, but DDOG trades at a forward premium with positive profitability versus CRWD’s losses. Recent momentum favors DDOG with superior YTD and 1-year returns, though both face high betas (1.06 and 1.29) indicating volatility risks. Sector exposure overlaps in cybersecurity, but DDOG’s AI infrastructure tools provide differentiation amid cost pressures. Market sentiment leans positive for both, with CRWD buoyed by threat intelligence leadership and DDOG by earnings optimism.
Tickeron AI Verdict
Tickeron’s AI currently favors DDOG due to its stronger trend consistency, superior recent momentum (e.g., 17% monthly gains), positive profitability, and higher analyst-implied upside in the observability space. CRWD offers scale and cybersecurity catalysts but lags in relative performance positioning. This probabilistic edge reflects observable factors like growth stability over the past year, though market shifts could alter dynamics.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CRWD is a Hold and DDOG is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
CRWD’s FA Score shows that 1 FA rating(s) are green whileDDOG’s FA Score has 1 green FA rating(s).
- CRWD’s FA Score: 1 green, 4 red.
- DDOG’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
CRWD’s TA Score shows that 6 TA indicator(s) are bullish while DDOG’s TA Score has 6 bullish TA indicator(s).
- CRWD’s TA Score: 6 bullish, 4 bearish.
- DDOG’s TA Score: 6 bullish, 4 bearish.
Price Growth
CRWD (@Computer Communications) experienced а +14.62% price change this week, while DDOG (@Packaged Software) price change was +37.20% for the same time period.
The average weekly price growth across all stocks in the @Computer Communications industry was -0.93%. For the same industry, the average monthly price growth was +11.29%, and the average quarterly price growth was +13.84%.
The average weekly price growth across all stocks in the @Packaged Software industry was -2.78%. For the same industry, the average monthly price growth was +5.70%, and the average quarterly price growth was +38.17%.
Reported Earning Dates
CRWD is expected to report earnings on Jun 03, 2026.
DDOG is expected to report earnings on Aug 06, 2026.
Industries' Descriptions
@Computer Communications (-0.93% weekly)Computer communications industry develops technology that allows computing devices to exchange data with each other using connections/data links between nodes. Common types of computer network include Cloud (IAN), Internet, Wide (WAN, Local (LAN)/Wireless(WLAN) etc. The industry is an ever-more important part of technology, and is set to become even bigger as the Internet of Things (IoT) rapidly forays into the various aspects of our lives. Cisco Systems, Inc., Palo Alto Networks, Inc. and Arista Networks, Inc., Fortinet, Inc. are some of the major computer communications companies.
@Packaged Software (-2.78% weekly)Packaged software comprises multiple software programs bundled together and sold as a group. For example, Microsoft Office includes multiple applications such as Excel, Word, and PowerPoint. In some cases, buying a bundled product is cheaper than purchasing each item individually[s20] . Microsoft Corporation, Oracle Corp. and Adobe are some major American packaged software makers.
| CRWD | DDOG | CRWD / DDOG | |
| Capitalization | 139B | 71.2B | 195% |
| EBITDA | 182M | 229M | 79% |
| Gain YTD | 16.516 | 47.026 | 35% |
| P/E Ratio | 765.02 | 512.67 | 149% |
| Revenue | 4.81B | 3.67B | 131% |
| Total Cash | 5.23B | 4.76B | 110% |
| Total Debt | 820M | 1.29B | 64% |
CRWD | DDOG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 30 | 27 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 100 Overvalued | 95 Overvalued | |
PROFIT vs RISK RATING 1..100 | 32 | 57 | |
SMR RATING 1..100 | 92 | 87 | |
PRICE GROWTH RATING 1..100 | 39 | 36 | |
P/E GROWTH RATING 1..100 | 66 | 9 | |
SEASONALITY SCORE 1..100 | 39 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
DDOG's Valuation (95) in the null industry is in the same range as CRWD (100). This means that DDOG’s stock grew similarly to CRWD’s over the last 12 months.
CRWD's Profit vs Risk Rating (32) in the null industry is in the same range as DDOG (57). This means that CRWD’s stock grew similarly to DDOG’s over the last 12 months.
DDOG's SMR Rating (87) in the null industry is in the same range as CRWD (92). This means that DDOG’s stock grew similarly to CRWD’s over the last 12 months.
DDOG's Price Growth Rating (36) in the null industry is in the same range as CRWD (39). This means that DDOG’s stock grew similarly to CRWD’s over the last 12 months.
DDOG's P/E Growth Rating (9) in the null industry is somewhat better than the same rating for CRWD (66). This means that DDOG’s stock grew somewhat faster than CRWD’s over the last 12 months.
| CRWD | DDOG | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 74% | 1 day ago 58% |
| Stochastic ODDS (%) | 1 day ago 69% | 1 day ago 70% |
| Momentum ODDS (%) | 1 day ago 81% | 1 day ago 76% |
| MACD ODDS (%) | 1 day ago 77% | 1 day ago 76% |
| TrendWeek ODDS (%) | 1 day ago 80% | 1 day ago 80% |
| TrendMonth ODDS (%) | 1 day ago 82% | 1 day ago 76% |
| Advances ODDS (%) | 1 day ago 80% | 3 days ago 77% |
| Declines ODDS (%) | 14 days ago 73% | 8 days ago 76% |
| BollingerBands ODDS (%) | 1 day ago 74% | 1 day ago 61% |
| Aroon ODDS (%) | 1 day ago 81% | 1 day ago 76% |
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CRWD and
Correlation & Price change
A.I.dvisor indicates that over the last year, CRWD has been closely correlated with ZS. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if CRWD jumps, then ZS could also see price increases.
| Ticker / NAME | Correlation To CRWD | 1D Price Change % | ||
|---|---|---|---|---|
| CRWD | 100% | +0.72% | ||
| ZS - CRWD | 73% Closely correlated | -1.81% | ||
| PANW - CRWD | 71% Closely correlated | +0.91% | ||
| NOW - CRWD | 68% Closely correlated | -2.72% | ||
| HUBS - CRWD | 64% Loosely correlated | -6.15% | ||
| ADSK - CRWD | 63% Loosely correlated | -0.51% | ||
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DDOG and
Correlation & Price change
A.I.dvisor indicates that over the last year, DDOG has been loosely correlated with COIN. These tickers have moved in lockstep 63% of the time. This A.I.-generated data suggests there is some statistical probability that if DDOG jumps, then COIN could also see price increases.
| Ticker / NAME | Correlation To DDOG | 1D Price Change % | ||
|---|---|---|---|---|
| DDOG | 100% | -1.18% | ||
| COIN - DDOG | 63% Loosely correlated | -4.14% | ||
| CLSK - DDOG | 60% Loosely correlated | -5.80% | ||
| SNOW - DDOG | 60% Loosely correlated | +0.32% | ||
| CRWD - DDOG | 58% Loosely correlated | +0.72% | ||
| NET - DDOG | 58% Loosely correlated | -3.48% | ||
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