VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Wednesday, December 31, 2025
Stock Comparison
Datadog, Inc. vs Equinix, Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Datadog, Inc.
DDOG · NASDAQ
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 analysisEquinix, Inc.
EQIX · The Nasdaq Stock Market LLC
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Equinix, Inc.'s moat claims, evidence, and risks.
View EQIX analysisComparison highlights
- Moat score gap: Equinix, Inc. leads (66 / 100 vs 63 / 100 for Datadog, Inc.).
- Segment focus: Datadog, Inc. has 2 segments; Equinix, Inc. has 3 segments.
- Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs n/a.
- Moat breadth: Datadog, Inc. has 7 moat types across 4 domains; Equinix, Inc. has 7 across 3.
Primary market context
Datadog, Inc.
Observability Platform
Cloud observability / monitoring & analytics (metrics, logs, traces, RUM)
Global
Enterprise and mid-market (DevOps, SRE, engineering)
SaaS platform vendor
Equinix, Inc.
IBX Colocation & Interconnection Platform
Carrier-neutral multi-tenant data centers (colocation) and physical interconnection (cross connects, exchanges) in network-dense metros
Global
Enterprises and service providers
Digital infrastructure / colocation operator and interconnection hub
Side-by-side metrics
Moat coverage
Shared moat types
Datadog, Inc. strengths
Equinix, Inc. strengths
Segment mix
Datadog, Inc. segments
Full profile >Observability Platform
Oligopoly
Cloud Security Platform
Competitive
Equinix, Inc. segments
Full profile >IBX Colocation & Interconnection Platform
Oligopoly
Hyperscale xScale & Joint Ventures
Competitive
Digital Services & Software-Defined Interconnection
Competitive
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View the moat stocks listCuration & 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.