VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Monday, December 29, 2025
Stock Comparison
ASM International N.V. vs Datadog, Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
ASM International N.V.
ASM · Euronext Amsterdam
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into ASM International N.V.'s moat claims, evidence, and risks.
View ASM analysisDatadog, Inc.
DDOG · NASDAQ
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 analysisComparison highlights
- Moat score gap: ASM International N.V. leads (74 / 100 vs 63 / 100 for Datadog, Inc.).
- Segment focus: ASM International N.V. has 3 segments; Datadog, Inc. has 2 segments.
- Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: n/a vs Moderate.
- Moat breadth: ASM International N.V. has 5 moat types across 3 domains; Datadog, Inc. has 7 across 4.
Primary market context
ASM International N.V.
ALD equipment
Single-wafer atomic layer deposition (ALD) equipment for semiconductor manufacturing
Global
Semiconductor manufacturers (logic/foundry, memory)
Wafer fab equipment supplier
Datadog, Inc.
Observability Platform
Cloud observability / monitoring & analytics (metrics, logs, traces, RUM)
Global
Enterprise and mid-market (DevOps, SRE, engineering)
SaaS platform vendor
Side-by-side metrics
Moat coverage
Shared moat types
No overlap yet.
ASM International N.V. strengths
Datadog, Inc. strengths
Segment mix
ASM International N.V. segments
Full profile >ALD equipment
Quasi-Monopoly
Silicon epitaxy equipment
Oligopoly
Spares and services
Quasi-Monopoly
Datadog, Inc. segments
Full profile >Observability Platform
Oligopoly
Cloud Security Platform
Competitive
Want the full wide moat stocks list?
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View the moat stocks listCuration & 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.