VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Datadog, Inc. vs Motorola Solutions, 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

Motorola Solutions, Inc.

MSI · New York Stock Exchange

Market cap (USD)$77.1B
Gross margin (TTM)50.2%
Operating margin (TTM)25.1%
Net margin (TTM)18.4%
SectorTechnology
IndustryCommunication Equipment
CountryUS
Data as of2025-12-26
Moat score
68/ 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 Motorola Solutions, Inc.'s moat claims, evidence, and risks.

View MSI analysis

Comparison highlights

  • Moat score gap: Motorola Solutions, Inc. leads (68 / 100 vs 63 / 100 for Datadog, Inc.).
  • Segment focus: Datadog, Inc. has 2 segments; Motorola Solutions, Inc. has 3 segments (74.9% in LMR Communications).
  • Moat breadth: Datadog, Inc. has 7 moat types across 4 domains; Motorola Solutions, Inc. has 10 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

Motorola Solutions, Inc.

LMR Communications

Market

Mission-critical land mobile radio (LMR) devices, infrastructure, and managed/support services

Geography

Global

Customer

Public safety agencies and mission-critical enterprises

Role

OEM + systems integrator + service provider

Revenue share

74.9%

Side-by-side metrics

Datadog, Inc.
Motorola Solutions, Inc.
Ticker / Exchange
DDOG - NASDAQ
MSI - New York Stock Exchange
Market cap (USD)
$40.6B
$77.1B
Gross margin (TTM)
79.9%
50.2%
Operating margin (TTM)
-1.3%
25.1%
Net margin (TTM)
3.1%
18.4%
Sector
Technology
Technology
Industry
Software - Application
Communication Equipment
HQ country
US
US
Primary segment
Observability Platform
LMR Communications
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
63 / 100
68 / 100
Moat domains
Demand, Network, Supply, Legal
Legal, Demand, Network
Last update
2025-12-28
2025-12-26

Moat coverage

Shared moat types

Suite BundlingData Workflow LockinEcosystem ComplementsBrand Trust

Datadog, Inc. strengths

Data Network EffectsOperational ExcellenceCompliance Advantage

Motorola Solutions, Inc. strengths

Government Contracting RelationshipsInstalled Base ConsumablesDesign In QualificationLong Term ContractsSwitching Costs GeneralInteroperability Hub

Segment mix

Datadog, Inc. segments

Full profile >

Observability Platform

Oligopoly

n/a

Cloud Security Platform

Competitive

n/a

Motorola Solutions, Inc. segments

Full profile >

LMR Communications

Oligopoly

74.9%

Video Security & Access Control

Competitive

17.7%

Command Center Software

Competitive

7.4%

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.