VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

CAR Group Limited vs Datadog, Inc.

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

CAR Group Limited

CAR · ASX

Market cap (USD)$7.8B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorCommunication Services
Industry
CountryAU
Data as of
Moat score
69/ 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 CAR Group Limited's moat claims, evidence, and risks.

View CAR 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: CAR Group Limited leads (69 / 100 vs 63 / 100 for Datadog, Inc.).
  • Segment focus: CAR Group Limited has 5 segments (41% in Australia); Datadog, Inc. has 2 segments.
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: CAR Group Limited has 6 moat types across 3 domains; Datadog, Inc. has 7 across 4.

Primary market context

CAR Group Limited

Australia

Market

Online vehicle marketplace, dealer advertising & automotive data/services

Geography

Australia

Customer

Dealers, OEM advertisers, private sellers & buyers

Role

Two-sided marketplace + advertising + data/SaaS tools

Revenue share

41%

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

CAR Group Limited
Datadog, Inc.
Ticker / Exchange
CAR - ASX
DDOG - NASDAQ
Market cap (USD)
$7.8B
$46.9B
Gross margin (TTM)
n/a
79.9%
Operating margin (TTM)
n/a
-1.4%
Net margin (TTM)
n/a
3.3%
Sector
Communication Services
Technology
Industry
n/a
Software - Application
HQ country
AU
US
Primary segment
Australia
Observability Platform
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
69 / 100
63 / 100
Moat domains
Network, Demand, Supply
Demand, Network, Supply, Legal
Last update
2026-01-02
2025-12-28

Moat coverage

Shared moat types

Brand TrustEcosystem ComplementsOperational Excellence

CAR Group Limited strengths

Two Sided NetworkSwitching Costs Generalminority-investment-optionality

Datadog, Inc. strengths

Suite BundlingData Workflow LockinData Network EffectsCompliance Advantage

Segment mix

CAR Group Limited segments

Full profile >

Australia

Oligopoly

41%

North America

Oligopoly

26%

Latin America

Oligopoly

17.3%

Asia

Oligopoly

11.5%

Investments

Competitive

4.2%

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.