VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Datadog, Inc. vs Diageo plc

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

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

Diageo plc

DGE · London Stock Exchange

Market cap (USD)$48B
SectorConsumer
CountryGB
Data as of2025-12-30
Moat score
77/ 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 Diageo plc's moat claims, evidence, and risks.

View DGE analysis

Comparison highlights

  • Moat score gap: Diageo plc leads (77 / 100 vs 63 / 100 for Datadog, Inc.).
  • Segment focus: Datadog, Inc. has 2 segments; Diageo plc has 3 segments (76% in Spirits).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Datadog, Inc. has 7 moat types across 4 domains; Diageo plc has 3 across 2.

Primary market context

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

Diageo plc

Spirits

Market

Branded premium spirits (whisky, tequila, vodka, gin, rum, liqueurs)

Geography

Global

Customer

Consumers via off-trade retailers and on-trade outlets; distributors/wholesalers and key accounts

Role

Brand owner and producer with route-to-market execution

Revenue share

76%

Side-by-side metrics

Datadog, Inc.
Diageo plc
Ticker / Exchange
DDOG - NASDAQ
DGE - London Stock Exchange
Market cap (USD)
$48.5B
$48B
Sector
Technology
Consumer
HQ country
US
GB
Primary segment
Observability Platform
Spirits
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
63 / 100
77 / 100
Moat domains
Demand, Network, Supply, Legal
Demand, Supply
Last update
2025-12-28
2025-12-30

Moat coverage

Shared moat types

Brand Trust

Datadog, Inc. strengths

Suite BundlingData Workflow LockinEcosystem ComplementsData Network EffectsOperational ExcellenceCompliance Advantage

Diageo plc strengths

Distribution ControlCapacity Moat

Segment mix

Datadog, Inc. segments

Full profile >

Observability Platform

Oligopoly

n/a

Cloud Security Platform

Competitive

n/a

Diageo plc segments

Full profile >

Spirits

Oligopoly

76%

Beer (Guinness and other beers)

Oligopoly

18%

Ready-to-Drink (RTDs)

Competitive

4%

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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.