VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Datadog, Inc. vs Monster Beverage Corporation

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

Monster Beverage Corporation

MNST · Nasdaq Global Select Market

Market cap (USD)$65.7B
SectorConsumer
CountryUS
Data as of2025-12-31
Moat score
76/ 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 Monster Beverage Corporation's moat claims, evidence, and risks.

View MNST analysis

Comparison highlights

  • Moat score gap: Monster Beverage Corporation leads (76 / 100 vs 63 / 100 for Datadog, Inc.).
  • Segment focus: Datadog, Inc. has 2 segments; Monster Beverage Corporation has 4 segments (91.6% in Monster Energy Drinks).
  • Moat breadth: Datadog, Inc. has 7 moat types across 4 domains; Monster Beverage Corporation 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

Monster Beverage Corporation

Monster Energy Drinks

Market

Energy drinks

Geography

Global

Customer

Retail consumers (via bottlers/distributors and retailers); some direct-to-retail

Role

Brand owner, marketer, and RTD finished-goods seller

Revenue share

91.6%

Side-by-side metrics

Datadog, Inc.
Monster Beverage Corporation
Ticker / Exchange
DDOG - NASDAQ
MNST - Nasdaq Global Select Market
Market cap (USD)
$48.5B
$65.7B
Sector
Technology
Consumer
HQ country
US
US
Primary segment
Observability Platform
Monster Energy Drinks
Market structure
Oligopoly
Oligopoly
Market share
n/a
33%-35% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
63 / 100
76 / 100
Moat domains
Demand, Network, Supply, Legal
Supply, Demand, Legal
Last update
2025-12-28
2025-12-31

Moat coverage

Shared moat types

Brand Trust

Datadog, Inc. strengths

Suite BundlingData Workflow LockinEcosystem ComplementsData Network EffectsOperational ExcellenceCompliance Advantage

Monster Beverage Corporation strengths

Distribution ControlPreferential Input AccessContractual ExclusivitySpecialty flavor formulations (AFF)

Segment mix

Datadog, Inc. segments

Full profile >

Observability Platform

Oligopoly

n/a

Cloud Security Platform

Competitive

n/a

Monster Beverage Corporation segments

Full profile >

Monster Energy Drinks

Oligopoly

91.6%

Strategic Brands

Oligopoly

5.8%

Alcohol Brands

Competitive

2.3%

Other (AFF Third-Party Products)

Competitive

0.3%

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.