DDOG — Valuation Models

Interactive models with editable assumptions. All calculations run client-side.

Valuation Summary

Model	Intrinsic Value	vs Price ($111.11)
DCF	$196.24	+76.6%
Graham Number	$8.59	-92.3%
Reverse DCF	—	implied g: 18.3%
DDM	—	—
EV/EBITDA	$119.31	+7.4%

Values reflect default assumptions. Adjust inputs in each model below to update.

1 — Discounted Cash Flow (DCF)

Assumptions

Base FCF($B)Yahoo: $879.65M

Near-term growth (yrs 1–5)(%)Rev: 29.2% / EPS: -3.3%

Long-term growth (yrs 6–10)(%)

Terminal growth rate(%)

WACC(%)Computed: 11.01%

Computed WACC: 11.01%

Cost of equity (Re)11.37%(Rf 4.30% + β 1.29 × ERP 5.50%)

Cost of debt (Rd)0.00%(no debt / unavailable → 0%)

Tax rate (T)21.00%(US statutory fallback)

Equity weight (E/V)96.84%

Debt weight (D/V)3.16%

Results

Intrinsic Value / share$143.67

Current Price$111.11

Upside / Downside+29.3%

Net Debt (used)-$3.20B

Sensitivity: WACC (rows) × Near-term g (cols)

WACC \ Near-term	21.2%	25.2%	29.2%	33.2%	37.2%
7.0%	$220.74	$256.67	$297.41	$343.43	$395.23
8.0%	$177.09	$205.35	$237.38	$273.54	$314.23
9.0%	$147.16	$170.17	$196.24	$225.65	$258.73
10.0%	$125.46	$144.66	$166.41	$190.93	$218.50
11.0%	$109.05	$125.38	$143.87	$164.71	$188.12

2 — Graham Number

Assumptions

MultiplierGraham used 22.5 (15× P/E × 1.5× P/B)

EPS (trailing)($)Yahoo: $0.31

Book Value / share($)Yahoo: $10.59

Results

Graham Number$8.59

Current Price$111.11

Margin of Safety-92.3%

Formula: √(22.5 × max(0,EPS) × max(0,BVPS))

3 — Reverse DCF (Implied Growth)

Assumptions

WACC(%)Computed: 11.01%

Terminal growth rate(%)

Computed WACC: 11.01%

Cost of equity (Re)11.37%(Rf 4.30% + β 1.29 × ERP 5.50%)

Cost of debt (Rd)0.00%(no debt / unavailable → 0%)

Tax rate (T)21.00%(US statutory fallback)

Equity weight (E/V)96.84%

Debt weight (D/V)3.16%

Results

Current Price$111.11

Implied Near-term FCF Growth24.0%

Historical Revenue Growth29.2%

Historical Earnings Growth-3.3%

Base FCF (TTM)$879.65M

Implied growth is the FCF growth rate (yrs 1–5) that makes the DCF intrinsic value equal the current price. Long-term growth is set to half the implied near-term rate.

4 — Dividend Discount Model (DDM)

Assumptions

Annual dividend D0($/share)Yahoo: —

Dividend growth rate (g)(%)

Required return (r)(%)

Results

This company does not pay a dividend. DDM is not applicable — the intrinsic value shown uses D0 = $0 unless you enter a hypothetical dividend above.

DDM Intrinsic Value / share—

Current Price$111.11

Upside / Downside—

Formula: D0 × (1+g) / (r − g)

5 — EV/EBITDA Multiple

Assumptions

EBITDA($B)Yahoo: $7.53M

Target EV/EBITDA multipleCurrent: 4777.6×

Net Debt($B)Default: -$3.20B

Results

Implied Equity Value / share$119.31

Current Price$111.11

Upside / Downside+7.4%

Implied EV$35.97B

Sensitivity: EV/EBITDA multiple (rows) × Net Debt (cols)

Mult \ Net Debt	-$5.20B	-$4.20B	-$3.20B	-$2.20B	-$1.20B
4773.6x	$125.31	$122.26	$119.22	$116.17	$113.13
4775.6x	$125.36	$122.31	$119.26	$116.22	$113.17
4777.6x	$125.40	$122.36	$119.31	$116.26	$113.22
4779.6x	$125.45	$122.40	$119.36	$116.31	$113.26
4781.6x	$125.49	$122.45	$119.40	$116.35	$113.31

← Overview Financial Statements ← Companies