$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.