VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Thursday, January 8, 2026
Stock Comparison
CrowdStrike Holdings, Inc. vs Datadog, Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
CrowdStrike Holdings, Inc.
CRWD · 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 CrowdStrike Holdings, Inc.'s moat claims, evidence, and risks.
View CRWD 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: CrowdStrike Holdings, Inc. leads (80 / 100 vs 63 / 100 for Datadog, Inc.).
- Segment focus: CrowdStrike Holdings, Inc. has 2 segments (95.1% in Falcon Platform Subscriptions); Datadog, Inc. has 2 segments.
- Moat breadth: CrowdStrike Holdings, Inc. has 5 moat types across 2 domains; Datadog, Inc. has 7 across 4.
Primary market context
CrowdStrike Holdings, Inc.
Falcon Platform Subscriptions
Cloud-native endpoint, workload and identity protection / XDR cybersecurity platforms
Global
Enterprises, SMBs, and public sector organizations (end-users via direct sales and channel partners)
SaaS cybersecurity platform vendor
95.1%
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
CrowdStrike Holdings, Inc. strengths
Datadog, Inc. strengths
Segment mix
CrowdStrike Holdings, Inc. segments
Full profile >Falcon Platform Subscriptions
Oligopoly
Professional Services (Incident Response & Proactive Services)
Competitive
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 listLooking for expansion-stage stocks?
Proven models entering the expansion stage with unit economics that work.
View expansion-stage stocksCuration & 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.