VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Sunday, December 28, 2025

Stock Comparison

Datadog, Inc. vs Jack Henry & Associates, 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.

View full moat analysis >

Jack Henry & Associates, Inc.

JKHY · Nasdaq

Market cap (USD)$13.4B
SectorTechnology
CountryUS
Data as of2025-12-25
Moat score
59/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

Side-by-side metrics

Datadog, Inc.
Jack Henry & Associates, Inc.
Ticker / Exchange
DDOG - NASDAQ
JKHY - Nasdaq
Market cap (USD)
$48.5B
$13.4B
Sector
Technology
Technology
HQ country
US
US
Primary segment
Observability Platform
Payments
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
63 / 100
59 / 100
Moat domains
Demand, Network, Supply, Legal
Demand, Legal, Supply
Last update
2025-12-28
2025-12-25

Moat coverage

Shared moat types

Suite BundlingData Workflow LockinBrand TrustCompliance Advantage

Datadog, Inc. strengths

Ecosystem ComplementsData Network EffectsOperational Excellence

Jack Henry & Associates, Inc. strengths

Long Term ContractsSwitching Costs GeneralScale Economies Unit Cost

Segment mix

Datadog, Inc. segments

Full profile >

Observability Platform

Oligopoly

n/a

Cloud Security Platform

Competitive

n/a

Jack Henry & Associates, Inc. segments

Full profile >

Core

Oligopoly

31.1%

Payments

Competitive

36.8%

Complementary

Competitive

28.4%

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 Pricing, features, and availability may be incomplete or out of date.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.