COMP <GO>
INTU vs DDOG // FORWARD P/E MULTIPLE
Intuit Inc. (NASDAQ) VS. Datadog Inc. (NASDAQ) • 15-METRIC TALLY: INTU 7
— DDOG 4
■ METRIC PARITY
LAST: $341.09 (+2.99%) • MKT CAP: $88.51B
forward-pe
19.2x
LAST: $235.27 (-11.50%) • MKT CAP: $95.46B
forward-pe
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (INTU VS. DDOG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | INTU | DDOG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 80.00% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 18.10% | -0.50% | +18.60 | INTU | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.2x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 6.92% | 1.05% | +5.87 | INTU | /fcf-yield <GO> |
| Operating Margin | 26.10% | -1.30% | +27.40 | INTU | /operating-margins <GO> |
| Net Profit Margin | 20.50% | 3.10% | +17.40 | INTU | /net-margins <GO> |
| Revenue Growth (YoY) | 15.60% | 27.70% | -12.10 | DDOG | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.34% | 0.00% | +1.34 | INTU | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.43 | 20.88 | -15.45 | DDOG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 8/9 | +1.00 | INTU | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.8 | 50.7 | +4.10 | INTU | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.24 | 1.38 | -0.14 | DDOG | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 19.2x | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $88.51B | $95.46B | -$6.95B | DDOG | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | INTU REV | DDOG REV | INTU GROSS % | DDOG GROSS % | INTU FCF | DDOG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $18.83B | $3.43B | — | 80.0% | $6.12B | $1.00B |
| FY 2024 | $16.29B | $2.68B | — | 80.8% | $4.69B | $835.9M |
| FY 2023 | $14.37B | $2.13B | — | — | $4.40B | $564.2M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
INTU // BETA 1.24
DDOG // BETA 1.38