VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Sunday, December 28, 2025

Stock Comparison

Datadog, Inc. vs Melrose Industries PLC

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 >

Melrose Industries PLC

MRO · London Stock Exchange

Market cap (USD)$10B
SectorIndustrials
CountryGB
Data as of2025-12-28
Moat score
77/ 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.
Melrose Industries PLC
Ticker / Exchange
DDOG - NASDAQ
MRO - London Stock Exchange
Market cap (USD)
$48.5B
$10B
Sector
Technology
Industrials
HQ country
US
GB
Primary segment
Observability Platform
Structures
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
63 / 100
77 / 100
Moat domains
Demand, Network, Supply, Legal
Demand, Supply
Last update
2025-12-28
2025-12-28

Moat coverage

Shared moat types

No overlap yet.

Datadog, Inc. strengths

Suite BundlingData Workflow LockinEcosystem ComplementsData Network EffectsOperational ExcellenceBrand TrustCompliance Advantage

Melrose Industries PLC strengths

Long Term ContractsDesign In QualificationCapex Knowhow ScaleService Field NetworkCapacity Moat

Segment mix

Datadog, Inc. segments

Full profile >

Observability Platform

Oligopoly

n/a

Cloud Security Platform

Competitive

n/a

Melrose Industries PLC segments

Full profile >

Engines

Oligopoly

42.1%

Structures

Oligopoly

57.9%

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 Pricing, features, and availability may be incomplete or out of date.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