VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Datadog, Inc. vs Dino Polska S.A.

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

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

Dino Polska S.A.

DNP · Warsaw Stock Exchange

Market cap (USD)$3.7B
Gross margin (TTM)26.1%
Operating margin (TTM)272.7%
Net margin (TTM)261.5%
SectorConsumer
IndustryAsset Management - Income
CountryPL
Data as of2026-01-05
Moat score
66/ 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 Dino Polska S.A.'s moat claims, evidence, and risks.

View DNP analysis

Comparison highlights

  • Moat score gap: Dino Polska S.A. leads (66 / 100 vs 63 / 100 for Datadog, Inc.).
  • Segment focus: Datadog, Inc. has 2 segments; Dino Polska S.A. has 1 segment (100% in Proximity grocery retail (Dino stores)).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Weak.
  • Moat breadth: Datadog, Inc. has 7 moat types across 4 domains; Dino Polska S.A. has 5 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

Dino Polska S.A.

Proximity grocery retail (Dino stores)

Market

Retail grocery (mid-sized proximity supermarkets)

Geography

Poland

Customer

Households / consumers

Role

Brick-and-mortar grocery retailer

Revenue share

100%

Side-by-side metrics

Datadog, Inc.
Dino Polska S.A.
Ticker / Exchange
DDOG - NASDAQ
DNP - Warsaw Stock Exchange
Market cap (USD)
$46.9B
$3.7B
Gross margin (TTM)
79.9%
26.1%
Operating margin (TTM)
-1.4%
272.7%
Net margin (TTM)
3.3%
261.5%
Sector
Technology
Consumer
Industry
Software - Application
Asset Management - Income
HQ country
US
PL
Primary segment
Observability Platform
Proximity grocery retail (Dino stores)
Market structure
Oligopoly
Oligopoly
Market share
n/a
7%-9% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
63 / 100
66 / 100
Moat domains
Demand, Network, Supply, Legal
Supply, Demand
Last update
2025-12-28
2026-01-05

Moat coverage

Shared moat types

Operational Excellence

Datadog, Inc. strengths

Suite BundlingData Workflow LockinEcosystem ComplementsData Network EffectsBrand TrustCompliance Advantage

Dino Polska S.A. strengths

Physical Network DensityHabit DefaultSupply Chain ControlScale Economies Unit Cost

Segment mix

Datadog, Inc. segments

Full profile >

Observability Platform

Oligopoly

n/a

Cloud Security Platform

Competitive

n/a

Dino Polska S.A. segments

Full profile >

Proximity grocery retail (Dino stores)

Oligopoly

100%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.