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Datadog (DDOG)

SaaS · IPO 2019 · Historical SBC from SEC EDGAR

Financials (2025)
Revenue
$3.4B
Revenue Growth YoY
27.7%
EBITDA
$5M
Net Income
$108M
Stock Price
—
Market Cap
—
Stock-Based Compensation (2025)
SBC Expense
$751M
SBC % of Revenue
21.9%
SBC % of EBITDA
15551.5%
SBC % of Market Cap
—
Buybacks
—
Unrecognized SBC
—
SBC % of Revenue — Historical
SBC vs Buybacks ($M) — Historical
SBC % Revenue vs SBC % Market Cap
Revenue-based SBC % is the P&L view. Market-cap-based % is the shareholder dilution view — how much of the company is given away each year.
Market Cap vs Cumulative SBC
Total SBC expense paid since earliest data year vs current market cap. Shows the cumulative cost of stock-based compensation relative to company size.
GAAP vs "Adjusted" Earnings
GAAP net income already includes SBC as a real expense. But many companies highlight "adjusted" earnings that add SBC back, flattering profitability. The orange gap shows how much non-GAAP metrics overstate real earnings each year.
Ownership Retained Over Time
100 = your original ownership at the earliest data year. Net share issuance drives this down.
Annual Gross Dilution vs Buyback Offset
Red = gross share issuance from SBC. Green = shares retired via buybacks. Both as % of prior-year shares.
Year-by-Year Detail
Year SBC ($) Revenue ($) EBITDA ($) SBC % Rev SBC % EBITDA Rev Growth Buybacks ($) Net Income ($) Shares (EOY) Price (EOY) Market Cap SBC % MCap Unrecognized SBC ($)
2025 $751M $3.4B $5M 21.9% 15551.5% 27.7% — $108M 341,000,000 — — — —
2024 $570M $2.7B $103M 21.2% 554.9% 26.1% — $184M 337,000,000 — — — —
2023 $482M $2.1B $2M 22.7% 22579.6% 27.1% — $49M 330,000,000 — — — —
2022 $363M $1.7B $-32M 21.7% neg 62.8% — $-50M 323,000,000 — — — —
2021 $164M $1.0B $-656K 15.9% neg 70.5% — $-21M 315,000,000 — — — —
2020 $74M $603M $727K 12.3% 10230.3% 66.3% — $-25M 306,491,775 — — — —
2019 $19M $363M $-9M 5.2% neg 83.2% — $-17M 0 — — — —
2018 $5M $198M $-6M 2.6% neg 96.6% — $-11M 78,180,606 — — — —
2017 IPO $3M $101M $-756K 3.0% neg — — $-3M — — — — —