VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Aon plc vs Datadog, Inc.

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

Aon plc

AON · New York Stock Exchange

Market cap (USD)$76.6B
SectorFinancials
CountryIE
Data as of2025-12-31
Moat score
70/ 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 Aon plc's moat claims, evidence, and risks.

View AON 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: Aon plc leads (70 / 100 vs 63 / 100 for Datadog, Inc.).
  • Segment focus: Aon plc has 2 segments (67% in Risk Capital); Datadog, Inc. has 2 segments.
  • Moat breadth: Aon plc has 6 moat types across 3 domains; Datadog, Inc. has 7 across 4.

Primary market context

Aon plc

Risk Capital

Market

Large-account commercial insurance & reinsurance brokerage and risk advisory

Geography

Global

Customer

Enterprises, insurers, reinsurers

Role

Intermediary/advisor

Revenue share

67%

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

Aon plc
Datadog, Inc.
Ticker / Exchange
AON - New York Stock Exchange
DDOG - NASDAQ
Market cap (USD)
$76.6B
$48.5B
Sector
Financials
Technology
HQ country
IE
US
Primary segment
Risk Capital
Observability Platform
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
70 / 100
63 / 100
Moat domains
Demand, Supply, Legal
Demand, Network, Supply, Legal
Last update
2025-12-31
2025-12-28

Moat coverage

Shared moat types

Data Workflow LockinBrand TrustCompliance Advantage

Aon plc strengths

Switching Costs GeneralService Field NetworkScale Economies Unit Cost

Datadog, Inc. strengths

Suite BundlingEcosystem ComplementsData Network EffectsOperational Excellence

Segment mix

Aon plc segments

Full profile >

Risk Capital

Oligopoly

67%

Human Capital

Oligopoly

33.2%

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.