VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Datadog, Inc. vs Duolingo, Inc.

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

Duolingo, Inc.

DUOL · NASDAQ

Market cap (USD)$8.6B
Gross margin (TTM)72%
Operating margin (TTM)11%
Net margin (TTM)40%
SectorTechnology
IndustrySoftware - Application
CountryUS
Data as of2026-01-06
Moat score
68/ 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 Duolingo, Inc.'s moat claims, evidence, and risks.

View DUOL analysis

Comparison highlights

  • Moat score gap: Duolingo, Inc. leads (68 / 100 vs 63 / 100 for Datadog, Inc.).
  • Segment focus: Datadog, Inc. has 2 segments; Duolingo, Inc. has 2 segments (93.9% in Duolingo App).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Datadog, Inc. has 7 moat types across 4 domains; Duolingo, Inc. has 6 across 3.

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

Duolingo, Inc.

Duolingo App

Market

Mobile-first, freemium language learning and adjacent subjects (math, music)

Geography

Global

Customer

Consumers (end-users); advertisers

Role

Digital learning platform / content & software publisher

Revenue share

93.9%

Side-by-side metrics

Datadog, Inc.
Duolingo, Inc.
Ticker / Exchange
DDOG - NASDAQ
DUOL - NASDAQ
Market cap (USD)
$46.9B
$8.6B
Gross margin (TTM)
79.9%
72%
Operating margin (TTM)
-1.4%
11%
Net margin (TTM)
3.3%
40%
Sector
Technology
Technology
Industry
Software - Application
Software - Application
HQ country
US
US
Primary segment
Observability Platform
Duolingo App
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
63 / 100
68 / 100
Moat domains
Demand, Network, Supply, Legal
Network, Demand, Supply
Last update
2025-12-28
2026-01-06

Moat coverage

Shared moat types

Data Network EffectsOperational ExcellenceBrand Trust

Datadog, Inc. strengths

Suite BundlingData Workflow LockinEcosystem ComplementsCompliance Advantage

Duolingo, Inc. strengths

Habit DefaultScope EconomiesDesign In Qualification

Segment mix

Datadog, Inc. segments

Full profile >

Observability Platform

Oligopoly

n/a

Cloud Security Platform

Competitive

n/a

Duolingo, Inc. segments

Full profile >

Duolingo App

Competitive

93.9%

Duolingo English Test

Oligopoly

6.1%

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.