VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Sunday, December 28, 2025

Stock Comparison

Datadog, Inc. vs The Walt Disney Company

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.

View full moat analysis >

The Walt Disney Company

DIS · New York Stock Exchange

Market cap (USD)
SectorCommunication Services
CountryUS
Data as of2025-12-27
Moat score
78/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

Side-by-side metrics

Datadog, Inc.
The Walt Disney Company
Ticker / Exchange
DDOG - NASDAQ
DIS - New York Stock Exchange
Market cap (USD)
$48.5B
n/a
Sector
Technology
Communication Services
HQ country
US
US
Primary segment
Observability Platform
Entertainment (Streaming, Linear Networks, Studio & Licensing)
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
63 / 100
78 / 100
Moat domains
Demand, Network, Supply, Legal
Legal, Demand, Supply, Network
Last update
2025-12-28
2025-12-27

Moat coverage

Shared moat types

Suite BundlingEcosystem ComplementsBrand Trust

Datadog, Inc. strengths

Data Workflow LockinData Network EffectsOperational ExcellenceCompliance Advantage

The Walt Disney Company strengths

Content Rights CurrencyProcurement InertiaCapex Knowhow Scale

Segment mix

Datadog, Inc. segments

Full profile >

Observability Platform

Oligopoly

n/a

Cloud Security Platform

Competitive

n/a

The Walt Disney Company segments

Full profile >

Entertainment (Streaming, Linear Networks, Studio & Licensing)

Oligopoly

44.1%

Sports (ESPN and sports content)

Oligopoly

18.4%

Experiences (Theme parks, resorts, cruises, consumer products)

Oligopoly

37.5%

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.