VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

AMETEK, Inc. vs Datadog, Inc.

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

AMETEK, Inc.

AME · New York Stock Exchange

Market cap (USD)$47.3B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
Industry
CountryUS
Data as of2026-01-02
Moat score
66/ 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 AMETEK, Inc.'s moat claims, evidence, and risks.

View AME analysis

Datadog, Inc.

DDOG · NASDAQ

Market cap (USD)$46.9B
Gross margin (TTM)79.9%
Operating margin (TTM)-1.4%
Net margin (TTM)3.3%
SectorTechnology
IndustrySoftware - Application
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: AMETEK, Inc. leads (66 / 100 vs 63 / 100 for Datadog, Inc.).
  • Segment focus: AMETEK, Inc. has 2 segments (67.1% in Electronic Instruments Group (EIG)); Datadog, Inc. has 2 segments.
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: AMETEK, Inc. has 3 moat types across 1 domains; Datadog, Inc. has 7 across 4.

Primary market context

AMETEK, Inc.

Electronic Instruments Group (EIG)

Market

Advanced analytical, test and measurement instruments

Geography

Global

Customer

B2B (process, industrial, aerospace, medical, research)

Role

Instrument/OEM supplier

Revenue share

67.1%

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

AMETEK, Inc.
Datadog, Inc.
Ticker / Exchange
AME - New York Stock Exchange
DDOG - NASDAQ
Market cap (USD)
$47.3B
$46.9B
Gross margin (TTM)
n/a
79.9%
Operating margin (TTM)
n/a
-1.4%
Net margin (TTM)
n/a
3.3%
Sector
Industrials
Technology
Industry
n/a
Software - Application
HQ country
US
US
Primary segment
Electronic Instruments Group (EIG)
Observability Platform
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
66 / 100
63 / 100
Moat domains
Supply
Demand, Network, Supply, Legal
Last update
2026-01-02
2025-12-28

Moat coverage

Shared moat types

Operational Excellence

AMETEK, Inc. strengths

Capex Knowhow ScaleScope Economies

Datadog, Inc. strengths

Suite BundlingData Workflow LockinEcosystem ComplementsData Network EffectsBrand TrustCompliance Advantage

Segment mix

AMETEK, Inc. segments

Full profile >

Electronic Instruments Group (EIG)

Oligopoly

67.1%

Electromechanical Group (EMG)

Competitive

32.9%

Datadog, Inc. segments

Full profile >

Observability Platform

Oligopoly

n/a

Cloud Security Platform

Competitive

n/a

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

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.