VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Datadog, Inc. vs Nordson 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

Nordson Corporation

NDSN · NASDAQ

Market cap (USD)$13.6B
SectorIndustrials
CountryUS
Data as of2025-12-29
Moat score
67/ 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 Nordson Corporation's moat claims, evidence, and risks.

View NDSN analysis

Comparison highlights

  • Moat score gap: Nordson Corporation leads (67 / 100 vs 63 / 100 for Datadog, Inc.).
  • Segment focus: Datadog, Inc. has 2 segments; Nordson Corporation has 3 segments (47.7% in Industrial Precision Solutions).
  • Moat breadth: Datadog, Inc. has 7 moat types across 4 domains; Nordson Corporation has 6 across 2.

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

Nordson Corporation

Industrial Precision Solutions

Market

Industrial precision dispensing, coating, and material-processing equipment (adhesives, coatings, sealants, polymers)

Geography

Global

Customer

Manufacturers and converters (packaging, nonwovens/hygiene, automotive, industrial, agriculture)

Role

Capital equipment OEM / process-solution provider

Revenue share

47.7%

Side-by-side metrics

Datadog, Inc.
Nordson Corporation
Ticker / Exchange
DDOG - NASDAQ
NDSN - NASDAQ
Market cap (USD)
$48.5B
$13.6B
Sector
Technology
Industrials
HQ country
US
US
Primary segment
Observability Platform
Industrial Precision Solutions
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
63 / 100
67 / 100
Moat domains
Demand, Network, Supply, Legal
Supply, Demand
Last update
2025-12-28
2025-12-29

Moat coverage

Shared moat types

Data Workflow Lockin

Datadog, Inc. strengths

Suite BundlingEcosystem ComplementsData Network EffectsOperational ExcellenceBrand TrustCompliance Advantage

Nordson Corporation strengths

Capex Knowhow ScaleService Field NetworkSwitching Costs GeneralInstalled Base ConsumablesDesign In Qualification

Segment mix

Datadog, Inc. segments

Full profile >

Observability Platform

Oligopoly

n/a

Cloud Security Platform

Competitive

n/a

Nordson Corporation segments

Full profile >

Industrial Precision Solutions

Oligopoly

47.7%

Medical and Fluid Solutions

Competitive

29.9%

Advanced Technology Solutions

Oligopoly

22.4%

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.