VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

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)$40.6B
Gross margin (TTM)79.9%
Operating margin (TTM)-1.3%
Net margin (TTM)3.1%
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

Jack Henry & Associates, Inc.

JKHY · Nasdaq

Market cap (USD)$11.5B
Gross margin (TTM)43.8%
Operating margin (TTM)25.9%
Net margin (TTM)20.6%
SectorTechnology
IndustryInformation Technology Services
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.

Full stock profile

Dive deeper into Jack Henry & Associates, Inc.'s moat claims, evidence, and risks.

View JKHY analysis

Comparison highlights

  • Moat score gap: Datadog, Inc. leads (63 / 100 vs 59 / 100 for Jack Henry & Associates, Inc.).
  • Segment focus: Datadog, Inc. has 2 segments; Jack Henry & Associates, Inc. has 3 segments (36.8% in Payments).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Datadog, Inc. has 7 moat types across 4 domains; Jack Henry & Associates, Inc. has 7 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

Jack Henry & Associates, Inc.

Payments

Market

Payment processing and transaction services for financial institutions (card, ACH, bill pay, faster payments, settlement support)

Geography

United States

Customer

Banks, credit unions, and their accountholders; businesses via FI clients

Role

Processor and settlement/risk services provider

Revenue share

36.8%

Side-by-side metrics

Datadog, Inc.
Jack Henry & Associates, Inc.
Ticker / Exchange
DDOG - NASDAQ
JKHY - Nasdaq
Market cap (USD)
$40.6B
$11.5B
Gross margin (TTM)
79.9%
43.8%
Operating margin (TTM)
-1.3%
25.9%
Net margin (TTM)
3.1%
20.6%
Sector
Technology
Technology
Industry
Software - Application
Information Technology Services
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%

Want the full wide moat stocks list?

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

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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.