VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Datadog, Inc. vs Keysight Technologies, 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

Keysight Technologies, Inc.

KEYS · New York Stock Exchange

Market cap (USD)$34.9B
SectorTechnology
CountryUS
Data as of2026-01-01
Moat score
69/ 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 Keysight Technologies, Inc.'s moat claims, evidence, and risks.

View KEYS analysis

Comparison highlights

  • Moat score gap: Keysight Technologies, Inc. leads (69 / 100 vs 63 / 100 for Datadog, Inc.).
  • Segment focus: Datadog, Inc. has 2 segments; Keysight Technologies, Inc. has 2 segments (69.3% in Communications Solutions Group (CSG)).
  • Moat breadth: Datadog, Inc. has 7 moat types across 4 domains; Keysight Technologies, Inc. has 6 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

Keysight Technologies, Inc.

Communications Solutions Group (CSG)

Market

Electronic design, test, and measurement solutions for communications networks and aerospace/defense/government systems

Geography

Global

Customer

Commercial communications OEMs and operators; aerospace/defense primes and government contractors/agencies

Role

Test & measurement instrumentation OEM + software platform + services provider

Revenue share

69.3%

Side-by-side metrics

Datadog, Inc.
Keysight Technologies, Inc.
Ticker / Exchange
DDOG - NASDAQ
KEYS - New York Stock Exchange
Market cap (USD)
$48.5B
$34.9B
Sector
Technology
Technology
HQ country
US
US
Primary segment
Observability Platform
Communications Solutions Group (CSG)
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
63 / 100
69 / 100
Moat domains
Demand, Network, Supply, Legal
Demand, Supply, Network
Last update
2025-12-28
2026-01-01

Moat coverage

Shared moat types

Data Workflow LockinBrand Trust

Datadog, Inc. strengths

Suite BundlingEcosystem ComplementsData Network EffectsOperational ExcellenceCompliance Advantage

Keysight Technologies, Inc. strengths

Service Field NetworkDesign In QualificationDe Facto StandardLearning Curve Yield

Segment mix

Datadog, Inc. segments

Full profile >

Observability Platform

Oligopoly

n/a

Cloud Security Platform

Competitive

n/a

Keysight Technologies, Inc. segments

Full profile >

Communications Solutions Group (CSG)

Oligopoly

69.3%

Electronic Industrial Solutions Group (EISG)

Oligopoly

30.7%

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.