VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Datadog, Inc. vs Kongsberg Gruppen ASA

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

Kongsberg Gruppen ASA

KOG · Euronext Oslo Bors

Market cap (USD)$22.8B
SectorIndustrials
CountryNO
Data as of2025-12-28
Moat score
81/ 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 Kongsberg Gruppen ASA's moat claims, evidence, and risks.

View KOG analysis

Comparison highlights

  • Moat score gap: Kongsberg Gruppen ASA leads (81 / 100 vs 63 / 100 for Datadog, Inc.).
  • Segment focus: Datadog, Inc. has 2 segments; Kongsberg Gruppen ASA has 4 segments (49.5% in Kongsberg Maritime).
  • Moat breadth: Datadog, Inc. has 7 moat types across 4 domains; Kongsberg Gruppen ASA has 9 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

Kongsberg Gruppen ASA

Kongsberg Maritime

Market

Maritime technology & integrated ship systems (propulsion, automation, bridge, energy efficiency, service)

Geography

Global

Customer

Shipyards, shipowners, offshore operators, naval customers

Role

OEM and systems integrator; aftermarket service provider

Revenue share

49.5%

Side-by-side metrics

Datadog, Inc.
Kongsberg Gruppen ASA
Ticker / Exchange
DDOG - NASDAQ
KOG - Euronext Oslo Bors
Market cap (USD)
$48.5B
$22.8B
Sector
Technology
Industrials
HQ country
US
NO
Primary segment
Observability Platform
Kongsberg Maritime
Market structure
Oligopoly
Oligopoly
Market share
n/a
30%-35% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
63 / 100
81 / 100
Moat domains
Demand, Network, Supply, Legal
Demand, Supply, Legal, Network
Last update
2025-12-28
2025-12-28

Moat coverage

Shared moat types

Data Workflow LockinEcosystem ComplementsCompliance Advantage

Datadog, Inc. strengths

Suite BundlingData Network EffectsOperational ExcellenceBrand Trust

Kongsberg Gruppen ASA strengths

Installed Base ConsumablesService Field NetworkGovernment Contracting RelationshipsDesign In QualificationLong Term ContractsCapex Knowhow Scale

Segment mix

Datadog, Inc. segments

Full profile >

Observability Platform

Oligopoly

n/a

Cloud Security Platform

Competitive

n/a

Kongsberg Gruppen ASA segments

Full profile >

Kongsberg Maritime

Oligopoly

49.5%

Kongsberg Defence & Aerospace

Oligopoly

38.2%

Kongsberg Discovery

Competitive

8.8%

Kongsberg Digital

Competitive

3.5%

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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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.