VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Datadog, Inc. vs Hilton Worldwide Holdings Inc.

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

Hilton Worldwide Holdings Inc.

HLT · New York Stock Exchange

Market cap (USD)$66.8B
SectorConsumer
CountryUS
Data as of2026-01-01
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 Hilton Worldwide Holdings Inc.'s moat claims, evidence, and risks.

View HLT analysis

Comparison highlights

  • Moat score gap: Hilton Worldwide Holdings Inc. leads (72 / 100 vs 63 / 100 for Datadog, Inc.).
  • Segment focus: Datadog, Inc. has 2 segments; Hilton Worldwide Holdings Inc. has 2 segments (72.7% in Management and Franchise).
  • Moat breadth: Datadog, Inc. has 7 moat types across 4 domains; Hilton Worldwide Holdings Inc. has 5 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

Hilton Worldwide Holdings Inc.

Management and Franchise

Market

Hotel management, franchising and brand licensing

Geography

Global

Customer

Third-party hotel owners / franchisees and strategic partners

Role

Franchisor / manager / IP licensor

Revenue share

72.7%

Side-by-side metrics

Datadog, Inc.
Hilton Worldwide Holdings Inc.
Ticker / Exchange
DDOG - NASDAQ
HLT - New York Stock Exchange
Market cap (USD)
$48.5B
$66.8B
Sector
Technology
Consumer
HQ country
US
US
Primary segment
Observability Platform
Management and Franchise
Market structure
Oligopoly
Oligopoly
Market share
n/a
13%-15% (implied)
HHI estimate
n/a
1,350
Pricing power
Moderate
Moderate
Moat score
63 / 100
72 / 100
Moat domains
Demand, Network, Supply, Legal
Network, Demand, Supply
Last update
2025-12-28
2026-01-01

Moat coverage

Shared moat types

Ecosystem ComplementsBrand Trust

Datadog, Inc. strengths

Suite BundlingData Workflow LockinData Network EffectsOperational ExcellenceCompliance Advantage

Hilton Worldwide Holdings Inc. strengths

Two Sided NetworkLong Term ContractsScale Economies Unit Cost

Segment mix

Datadog, Inc. segments

Full profile >

Observability Platform

Oligopoly

n/a

Cloud Security Platform

Competitive

n/a

Hilton Worldwide Holdings Inc. segments

Full profile >

Management and Franchise

Oligopoly

72.7%

Ownership

Competitive

27.3%

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.