Fortinet vs Datadog

Fortinet and Datadog are compared on this page to provide an accessible overview of their business models, financial performance, and the market context in which they operate. The aim is to present clear distinctions and similarities so readers can understand how each company positions itself within its sector, without advice or forecasts. Educational content, not financial advice.

Fortinet and Datadog are compared on this page to provide an accessible overview of their business models, financial performance, and the market context in which they operate. The aim is to present cl...

About The Companies

Fortinet (FTNT)

Fortinet Inc (FTNT) is a global cybersecurity company best known for its FortiGate firewalls and Security Fabric platform, which integrate networking, security and cloud services. The business sells appliances, software licences, subscriptions and professional services to enterprises, carriers and service providers, generating a mix of upfront hardware sales and recurring subscription revenue. With a market capitalisation of about $64.96B (provided data), Fortinet benefits from strong demand for security as organisations migrate to the cloud and face more sophisticated threats. Key strengths include a broad product portfolio, scalable hardware performance and a growing services attach rate. Investors should weigh growth opportunities—such as expansion into SASE, zero trust and AI-enhanced detection—against risks like intense competition, rapid technology change, valuation sensitivity and execution. This information is educational only and not personalised investment advice; investments can fall as well as rise and may not suit every investor.

Datadog (DDOG)

Datadog Inc (DDOG) is a software-as-a-service company offering a cloud-scale monitoring and analytics platform for infrastructure, applications, logs and security telemetry. Its unified observability suite helps engineering and operations teams monitor performance, troubleshoot incidents and optimise cloud costs across multi‑cloud and hybrid environments. Revenue is primarily subscription-based and recurring, with customers ranging from startups to large enterprises; the company has a market capitalisation of about $54.49 billion. Growth has been driven by product expansion (APM, logging, security, analytics), strong net retention and cross-sell opportunities. Investors should balance the appeal of predictable ARR and platform stickiness against heavy ongoing investment in R&D and sales, competition (for example, New Relic and Splunk), and exposure to enterprise IT spending cycles. Key metrics to watch include ARR growth, net retention rate, operating margin and customer concentration. This is general educational information, not personalised advice — values can rise and fall and past performance is no guarantee of future returns.

Comparison Snapshot

Key Financial Metrics

FTNT

Metric

DDOG

$61.33B

Market Cap

$52.57B

4.99%

Potential Profit

47.56%

Hold

Analyst Rating

Buy

Why It's Moving

Shares inch higher as investors parse modest catalysts and sector resilience in cybersecurity.

Analyst momentum and estimate tweaks: Several analyst notes and momentum-focused screens have highlighted Fortinet’s strong momentum score and recent upward revisions to earnings estimates, which supports investor appetite despite a lack of fresh company guidance.
Near-term trading vs. fundamentals: Daily price volatility and modest gains this week appear driven more by technical and momentum flows than by new operational news, implying traders are positioning around momentum signals rather than reacting to material changes in business fundamentals.
Sector backdrop — steady demand for security: Ongoing corporate and cloud security spending continues to underpin sentiment for leading cybersecurity vendors; that steady demand is being priced in even absent a major Fortinet-specific catalyst, keeping the stock tethered to sector trends rather than idiosyncratic news.

Sentiment:

⚖️Neutral

Datadog CEO's hefty share sale sparks scrutiny amid elevated options volatility.

CEO Olivier Pomel sold 48,148 DDOG shares on Dec 2, a move that often prompts market watchdogs to assess insider sentiment.
Dec 5 options show 50.44% implied volatility, signaling heightened uncertainty with a 68% chance of closing between $132-$187.
No fresh earnings or product news this week, but cloud sector strength keeps DDOG in focus amid broader tech momentum.

Sentiment:

🌋Volatile

Shares inch higher as investors parse modest catalysts and sector resilience in cybersecurity.

Analyst momentum and estimate tweaks: Several analyst notes and momentum-focused screens have highlighted Fortinet’s strong momentum score and recent upward revisions to earnings estimates, which supports investor appetite despite a lack of fresh company guidance.
Near-term trading vs. fundamentals: Daily price volatility and modest gains this week appear driven more by technical and momentum flows than by new operational news, implying traders are positioning around momentum signals rather than reacting to material changes in business fundamentals.
Sector backdrop — steady demand for security: Ongoing corporate and cloud security spending continues to underpin sentiment for leading cybersecurity vendors; that steady demand is being priced in even absent a major Fortinet-specific catalyst, keeping the stock tethered to sector trends rather than idiosyncratic news.

Sentiment:

⚖️Neutral

Datadog CEO's hefty share sale sparks scrutiny amid elevated options volatility.

CEO Olivier Pomel sold 48,148 DDOG shares on Dec 2, a move that often prompts market watchdogs to assess insider sentiment.
Dec 5 options show 50.44% implied volatility, signaling heightened uncertainty with a 68% chance of closing between $132-$187.
No fresh earnings or product news this week, but cloud sector strength keeps DDOG in focus amid broader tech momentum.

Sentiment:

🌋Volatile

Which Baskets Do They Appear In?

Trusted Partners (Oracle MSFT NET CYBR & More)

Oracle's reported deal to manage TikTok's U.S. operations highlights a critical need for trusted technology partners to navigate geopolitical tensions. This creates an investment opportunity in U.S. companies that provide secure data infrastructure and cybersecurity services to foreign firms.

Published: September 16, 2025

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Which Baskets Do They Appear In?

Trusted Partners (Oracle MSFT NET CYBR & More)

Oracle's reported deal to manage TikTok's U.S. operations highlights a critical need for trusted technology partners to navigate geopolitical tensions. This creates an investment opportunity in U.S. companies that provide secure data infrastructure and cybersecurity services to foreign firms.

Published: September 16, 2025

Explore Basket

Investment Analysis

Fortinet

FTNT

Pros

Fortinet has a strong market capitalisation of approximately $61 billion and reported annual revenue of $6.55 billion, reflecting solid business scale.
The company specializes in converged networking and cybersecurity solutions, positioning it well in a critical and growing market segment.
Fortinet maintains a relatively moderate stock volatility of about 6.49%, indicating lower share price fluctuation compared to peers like Datadog.

Considerations

The stock currently has an analyst consensus of 'Hold' with limited upside potential, reflecting moderate market expectations.
Its price-to-earnings ratio around 32.8 suggests the stock might be fairly valued or slightly expensive relative to earnings.
Fortinet’s stock has seen a significant drawdown historically, with past declines over 50%, indicating potential downside risk during adverse market conditions.

Datadog

DDOG

Pros

Datadog operates as a leading provider of observability and security for cloud-based applications, a rapidly expanding technology area.
Despite higher volatility than Fortinet, Datadog's recent year-to-date performance has been strong, showing robust investor interest and growth potential.
The company benefits from industry trends towards cloud migration and increasing IT infrastructure complexity, supporting long-term growth.

Considerations

Datadog’s stock exhibits significantly higher volatility, about 11.87%, creating greater investment risk from price swings.
The company has experienced large historical drawdowns exceeding 65%, highlighting possible vulnerability to market corrections or sector shifts.
Its stock price is negatively impacted by recent market sentiment and technical indicators, suggesting some current weakness or uncertainty.

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Fortinet vs Datadog

About The Companies

Comparison Snapshot

Why It's Moving

Shares inch higher as investors parse modest catalysts and sector resilience in cybersecurity.

Datadog CEO's hefty share sale sparks scrutiny amid elevated options volatility.

Shares inch higher as investors parse modest catalysts and sector resilience in cybersecurity.

Datadog CEO's hefty share sale sparks scrutiny amid elevated options volatility.

Which Baskets Do They Appear In?

Trusted Partners (Oracle MSFT NET CYBR & More)

Which Baskets Do They Appear In?

Trusted Partners (Oracle MSFT NET CYBR & More)