There may be a better list, but this is a good strawman to start with. Ex-USA revenues – geographical diversification.Avg gross margin last 4 quarters – survivability.Debt – less means more options to raise capital.Cash – the greater the number, the less need to raise capital.Last 5 years revenue CAGR – what growth investors are here for.# over $1 mill – ability to land larger enterprise clients.Net Retention Rate – increased spend from existing customers.

Gross Retention Rate – % of customers not canceling their subscriptions.Simple Valuation Ratio – relative valuation metrics, the lower the better.Market Cap – economies of scale indicator.Annualized Revenues – proxy for market share captured.Maybe the best approach is to create a list of key metrics that we can use to compare any two SaaS firms, such as: Here’s a look at the major APM players under consideration by market cap. That’s why we invested in Splunk ( SPLK), though that doesn’t mean you should too. Selling a software- as- a– service ( SaaS) offering that deeply embeds itself into organizations, and furthermore, gives you sales channels to key IT decision-makers so that you can sell them more stuff, is something we want a piece of. The total addressable market is said to range from $60 to $100 billion, depending on who you ask, though our attraction lies in the “stickiness” of the solution. The lines are increasingly blurring between all these acronyms, so we’ll put it like this. Instead, start by taking a holistic look at the space and decide if you want to invest in the thesis to begin with. While it’s tempting to start going down the rabbit hole of technical comparisons, everyone will have a different opinion, and the aggregate is just lots of noise. In last year’s article on 5 Application Performance Monitoring Stocks we looked at a number of companies selling technically complex, but very useful, services to other companies using cryptic labels such as Security Information and Event Management ( SIEM) or Application Performance Monitoring ( APM). But what happens if neither metric provides us with a clear picture of who the leader is? Investing in APM and SIEM There are several key measures we use to identify which companies are the biggest within any given space – market cap and revenues. The larger a firm becomes, the more difficult it is to compete with them. The term “economies of scale” is often used to describe how larger firms can operate more efficiently than smaller ones. To enable the service check, set service_check_rw to true in the disk check’s conf.yaml file.Bigger is usually better. Note: This service check is not enabled by default. Returns CRITICAL if filesystem is in read-only mode. The Disk check does not include any events. The number of inodes in use as a percentage of the total. The number of inodes in use as a percent of the total. The amount of disk space in use as a percentage of the total. The amount of disk space in use as a percent of the total. Run the Agent’s status subcommand and look for disk under the Checks section. Therefore, the create_mounts option allows the Agent to create the mount points to monitor in the context of the Agent’s user. On Windows, each mounted folder is only visible to the user who mounted the share. To collect those metrics without granting Administrator permissions to the Agent, use the PDH check to collect mount point metrics from the corresponding perf counters.Ĭollecting mount point metrics for file shares on Windows is only supported by using the create_mounts option in the configuration. This is because the underlying Windows function call FindFirstVolumeMountPoint requires administrative permissions.

Monitoring mounted folders within a filesystem requires Administrator permissions. C:, D:, etc.) is supported out of the box by the disk check without any special considerations. Monitoring physical drives that are represented by a disk letter (for example. There are three scenarios where the Disk check can be used: See the sample disk.d/conf.yaml for all available configuration options. To configure the check with custom options, edit the disk.d/conf.yaml file, in the conf.d/ folder at the root of your Agent’s configuration directory. The Disk check is enabled by default, and the Agent collects metrics on all local partitions.

The disk check is included in the Datadog Agent package, so you don’t need to install anything else on your server. Collect metrics related to disk usage and IO.

Splunk vs datadog vs new relic