VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Datadog, Inc. vs Edenred SE

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

Edenred SE

EDEN · Euronext Paris

Market cap (USD)$5.2B
SectorFinancials
CountryFR
Data as of2025-12-28
Moat score
67/ 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 Edenred SE's moat claims, evidence, and risks.

View EDEN analysis

Comparison highlights

  • Moat score gap: Edenred SE leads (67 / 100 vs 63 / 100 for Datadog, Inc.).
  • Segment focus: Datadog, Inc. has 2 segments; Edenred SE has 3 segments (65.2% in Benefits & Engagement).
  • Moat breadth: Datadog, Inc. has 7 moat types across 4 domains; Edenred SE has 7 across 5.

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

Edenred SE

Benefits & Engagement

Market

Employee benefits and engagement solutions (meal vouchers, gift/incentives, engagement platforms)

Geography

Global

Customer

Employers / HR departments

Role

Issuer + payment network orchestrator (specific-purpose payments)

Revenue share

65.2%

Side-by-side metrics

Datadog, Inc.
Edenred SE
Ticker / Exchange
DDOG - NASDAQ
EDEN - Euronext Paris
Market cap (USD)
$48.5B
$5.2B
Sector
Technology
Financials
HQ country
US
FR
Primary segment
Observability Platform
Benefits & Engagement
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
63 / 100
67 / 100
Moat domains
Demand, Network, Supply, Legal
Legal, Network, Financial, Demand, Supply
Last update
2025-12-28
2025-12-28

Moat coverage

Shared moat types

Suite BundlingBrand Trust

Datadog, Inc. strengths

Data Workflow LockinEcosystem ComplementsData Network EffectsOperational ExcellenceCompliance Advantage

Edenred SE strengths

Regulated Standards PipeTwo Sided NetworkFloat PrepaymentSwitching Costs GeneralCapex Knowhow Scale

Segment mix

Datadog, Inc. segments

Full profile >

Observability Platform

Oligopoly

n/a

Cloud Security Platform

Competitive

n/a

Edenred SE segments

Full profile >

Benefits & Engagement

Oligopoly

65.2%

Mobility

Oligopoly

23.9%

Complementary Solutions

Competitive

10.8%

Want the full wide moat stocks list?

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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.