VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Monday, December 29, 2025

Stock Comparison

FANUC CORPORATION vs Datadog, Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

FANUC CORPORATION

6954 · Tokyo Stock Exchange

Market cap (USD)$35.8B
SectorIndustrials
CountryJP
Data as of2025-12-28
Moat score
76/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into FANUC CORPORATION's moat claims, evidence, and risks.

View 6954 analysis

Datadog, Inc.

DDOG · NASDAQ

Market cap (USD)$48.5B
SectorTechnology
CountryUS
Data as of2025-12-28
Moat score
63/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Datadog, Inc.'s moat claims, evidence, and risks.

View DDOG analysis

Comparison highlights

  • Moat score gap: FANUC CORPORATION leads (76 / 100 vs 63 / 100 for Datadog, Inc.).
  • Segment focus: FANUC CORPORATION has 4 segments (41.3% in Industrial Robots (ROBOT) - robot systems and controllers); Datadog, Inc. has 2 segments.
  • Moat breadth: FANUC CORPORATION has 6 moat types across 3 domains; Datadog, Inc. has 7 across 4.

Primary market context

FANUC CORPORATION

Industrial Robots (ROBOT) - robot systems and controllers

Market

Industrial robot systems for welding, handling, assembly, painting, machine tending, etc.

Geography

Global

Customer

Manufacturers (automotive, electronics, general industry)

Role

Robot OEM (hardware + controllers)

Revenue share

41.3%

Datadog, Inc.

Observability Platform

Market

Cloud observability / monitoring & analytics (metrics, logs, traces, RUM)

Geography

Global

Customer

Enterprise and mid-market (DevOps, SRE, engineering)

Role

SaaS platform vendor

Side-by-side metrics

FANUC CORPORATION
Datadog, Inc.
Ticker / Exchange
6954 - Tokyo Stock Exchange
DDOG - NASDAQ
Market cap (USD)
$35.8B
$48.5B
Sector
Industrials
Technology
HQ country
JP
US
Primary segment
Industrial Robots (ROBOT) - robot systems and controllers
Observability Platform
Market structure
Oligopoly
Oligopoly
Market share
12%-15% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
76 / 100
63 / 100
Moat domains
Network, Supply, Demand
Demand, Network, Supply, Legal
Last update
2025-12-28
2025-12-28

Moat coverage

Shared moat types

Ecosystem ComplementsBrand Trust

FANUC CORPORATION strengths

De Facto StandardService Field NetworkCapacity MoatInstalled Base Consumables

Datadog, Inc. strengths

Suite BundlingData Workflow LockinData Network EffectsOperational ExcellenceCompliance Advantage

Segment mix

FANUC CORPORATION segments

Full profile >

Factory Automation (FA) - CNC, servos, lasers

Oligopoly

24.4%

Industrial Robots (ROBOT) - robot systems and controllers

Oligopoly

41.3%

ROBOMACHINE - ROBODRILL, ROBOSHOT, ROBOCUT

Competitive

17.3%

Service - parts, maintenance, and customer support

Quasi-Monopoly

17%

Datadog, Inc. segments

Full profile >

Observability Platform

Oligopoly

n/a

Cloud Security Platform

Competitive

n/a

Want the full wide moat stocks list?

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.