VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Datadog, Inc. vs NXP Semiconductors N.V.

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

NXP Semiconductors N.V.

NXPI · The Nasdaq Global Select Market

Market cap (USD)$58.5B
Gross margin (TTM)54.6%
Operating margin (TTM)26.4%
Net margin (TTM)16.5%
SectorTechnology
IndustrySemiconductors
CountryNL
Data as of2025-12-22
Moat score
64/ 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 NXP Semiconductors N.V.'s moat claims, evidence, and risks.

View NXPI analysis

Comparison highlights

  • Moat score gap: NXP Semiconductors N.V. leads (64 / 100 vs 63 / 100 for Datadog, Inc.).
  • Segment focus: Datadog, Inc. has 2 segments; NXP Semiconductors N.V. has 4 segments (56.7% in Automotive).
  • Moat breadth: Datadog, Inc. has 7 moat types across 4 domains; NXP Semiconductors N.V. has 8 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

NXP Semiconductors N.V.

Automotive

Market

Automotive semiconductors (MCUs, in-vehicle networking, ADAS radar, secure car access, connectivity)

Geography

Global

Customer

Automotive OEMs and Tier-1 suppliers

Role

Semiconductor supplier

Revenue share

56.7%

Side-by-side metrics

Datadog, Inc.
NXP Semiconductors N.V.
Ticker / Exchange
DDOG - NASDAQ
NXPI - The Nasdaq Global Select Market
Market cap (USD)
$40.6B
$58.5B
Gross margin (TTM)
79.9%
54.6%
Operating margin (TTM)
-1.3%
26.4%
Net margin (TTM)
3.1%
16.5%
Sector
Technology
Technology
Industry
Software - Application
Semiconductors
HQ country
US
NL
Primary segment
Observability Platform
Automotive
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
63 / 100
64 / 100
Moat domains
Demand, Network, Supply, Legal
Demand, Supply, Network, Legal
Last update
2025-12-28
2025-12-22

Moat coverage

Shared moat types

Ecosystem ComplementsCompliance Advantage

Datadog, Inc. strengths

Suite BundlingData Workflow LockinData Network EffectsOperational ExcellenceBrand Trust

NXP Semiconductors N.V. strengths

Design In QualificationTraining Org Change CostsCapacity MoatProcurement InertiaScope EconomiesCapex Knowhow Scale

Segment mix

Datadog, Inc. segments

Full profile >

Observability Platform

Oligopoly

n/a

Cloud Security Platform

Competitive

n/a

NXP Semiconductors N.V. segments

Full profile >

Automotive

Oligopoly

56.7%

Industrial & IoT

Competitive

18%

Mobile

Oligopoly

11.9%

Communication Infrastructure & Other

Oligopoly

13.5%

Want the full wide moat stocks list?

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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

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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.