ServiceNow (NOW) Competitors

ServiceNow (NYSE:NOW) and Datadog (NASDAQ:DDOG) are both large-cap computer and technology companies, but which is the superior investment? We will compare the two companies based on the strength of their risk, analyst recommendations, valuation, profitability, media sentiment, dividends, institutional ownership and earnings.

Is NOW or DDOG more profitable?

ServiceNow has a net margin of 13.78% compared to Datadog's net margin of 4.13%. ServiceNow's return on equity of 18.04% beat Datadog's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
ServiceNow	13.78%	18.04%	8.81%
Datadog	4.13%	5.04%	2.59%

Do insiders and institutionals hold more shares of NOW or DDOG?

87.2% of ServiceNow shares are owned by institutional investors. Comparatively, 78.3% of Datadog shares are owned by institutional investors. 0.4% of ServiceNow shares are owned by company insiders. Comparatively, 8.7% of Datadog shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Which has more volatility & risk, NOW or DDOG?

ServiceNow has a beta of 0.93, indicating that its stock price is 7% less volatile than the S&P 500. Comparatively, Datadog has a beta of 1.02, indicating that its stock price is 2% more volatile than the S&P 500.

Do analysts recommend NOW or DDOG?

ServiceNow currently has a consensus price target of $1,115.20, suggesting a potential upside of 28.64%. Datadog has a consensus price target of $152.93, suggesting a potential upside of 20.18%. Given ServiceNow's stronger consensus rating and higher probable upside, equities research analysts clearly believe ServiceNow is more favorable than Datadog.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
ServiceNow	1 Sell rating(s)	3 Hold rating(s)	29 Buy rating(s)	1 Strong Buy rating(s)	2.88
Datadog	1 Sell rating(s)	5 Hold rating(s)	24 Buy rating(s)	0 Strong Buy rating(s)	2.77

Which has preferable earnings & valuation, NOW or DDOG?

ServiceNow has higher revenue and earnings than Datadog. ServiceNow is trading at a lower price-to-earnings ratio than Datadog, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
ServiceNow	$10.98B	16.42	$1.43B	$7.94	109.18
Datadog	$2.68B	16.53	$183.75M	$0.35	363.57

Does the media prefer NOW or DDOG?

In the previous week, ServiceNow had 16 more articles in the media than Datadog. MarketBeat recorded 73 mentions for ServiceNow and 57 mentions for Datadog. ServiceNow's average media sentiment score of 1.24 beat Datadog's score of 1.08 indicating that ServiceNow is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
ServiceNow	58 Very Positive mention(s)	7 Positive mention(s)	3 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive
Datadog	34 Very Positive mention(s)	5 Positive mention(s)	10 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive

Summary

ServiceNow beats Datadog on 13 of the 17 factors compared between the two stocks.