$DDOG is a SaaS company that helps companies observe and monitor their software applications, servers, databases, tools, and services, through a SaaS-based data analytics platform. It ensures that IT and DevOps teams can identify issues before they become costly.
Some metrics:
+ 4YRS of 70%+ CAGR Growth w/ ARR
+ 77% - Gross Margins
+ Flawless GTM execution,
+ Product velocity,
+ Consistent 130% N-Dollar Retention,
+ Customer stickiness w/ Product Moat,
+ 15% FCF + 11% EBITDA Margin
+ Lowest S&M spend within the sector, but highest growth.
+ No 1 within its product category
DDOG is the epitome of SaaS Business quality hence the reason why it has always maintained a premium valuation. This is one of my highest conviction SaaS names.