$AYX $DDOG AYX guides for approx same 2020 rev as DDOG with 40% vs. 50% growth, respectively. I don’t understand why DDOG has a 25x FY Rev multiple and AYX only has 17x. The extra 10% rev growth rate does not justify the difference in multiples. Either DDOG has to come back 20% or AYX has to move up 20% for this world to make any sense.
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