VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Datadog, Inc. vs FedEx Corporation

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

Datadog, Inc.

DDOG · NASDAQ

Market cap (USD)$44B
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

FedEx Corporation

FDX · New York Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
Industry
CountryUS
Data as of2026-01-10
Moat score
72/ 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 FedEx Corporation's moat claims, evidence, and risks.

View FDX analysis

Comparison highlights

  • Moat score gap: FedEx Corporation leads (72 / 100 vs 63 / 100 for Datadog, Inc.).
  • Segment focus: Datadog, Inc. has 2 segments; FedEx Corporation has 3 segments (85.6% in Federal Express (integrated parcel & express)).
  • Moat breadth: Datadog, Inc. has 7 moat types across 4 domains; FedEx Corporation has 6 across 4.

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

FedEx Corporation

Federal Express (integrated parcel & express)

Market

Integrated parcel and express delivery (air-ground integrator model)

Geography

Global

Customer

Business and consumer shippers

Role

Carrier / integrator

Revenue share

85.6%

Side-by-side metrics

Datadog, Inc.
FedEx Corporation
Ticker / Exchange
DDOG - NASDAQ
FDX - New York Stock Exchange
Market cap (USD)
$44B
n/a
Gross margin (TTM)
79.9%
n/a
Operating margin (TTM)
-1.4%
n/a
Net margin (TTM)
3.3%
n/a
Sector
Technology
Industrials
Industry
Software - Application
n/a
HQ country
US
US
Primary segment
Observability Platform
Federal Express (integrated parcel & express)
Market structure
Oligopoly
Oligopoly
Market share
n/a
18% (reported)
HHI estimate
n/a
2,464
Pricing power
Moderate
Moderate
Moat score
63 / 100
72 / 100
Moat domains
Demand, Network, Supply, Legal
Supply, Demand, Financial, Network
Last update
2025-12-28
2026-01-10

Moat coverage

Shared moat types

Data Network EffectsBrand Trust

Datadog, Inc. strengths

Suite BundlingData Workflow LockinEcosystem ComplementsOperational ExcellenceCompliance Advantage

FedEx Corporation strengths

Physical Network DensityScale Economies Unit CostBenchmark Pricing PowerScope Economies

Segment mix

Datadog, Inc. segments

Full profile >

Observability Platform

Oligopoly

n/a

Cloud Security Platform

Competitive

n/a

FedEx Corporation segments

Full profile >

Federal Express (integrated parcel & express)

Oligopoly

85.6%

FedEx Freight (LTL)

Oligopoly

10.1%

Corporate, other, and eliminations (Dataworks, Office, Logistics)

Competitive

4.2%

Want the full wide moat stocks list?

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

View the moat stocks list

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.