VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Datadog, Inc. vs Pfizer Inc.

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

Pfizer Inc.

PFE · New York Stock Exchange

Market cap (USD)$142.1B
SectorHealthcare
CountryUS
Data as of2025-12-29
Moat score
58/ 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 Pfizer Inc.'s moat claims, evidence, and risks.

View PFE analysis

Comparison highlights

  • Moat score gap: Datadog, Inc. leads (63 / 100 vs 58 / 100 for Pfizer Inc.).
  • Segment focus: Datadog, Inc. has 2 segments; Pfizer Inc. has 5 segments (47.4% in Primary Care).
  • Moat breadth: Datadog, Inc. has 7 moat types across 4 domains; Pfizer Inc. has 8 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

Pfizer Inc.

Primary Care

Market

Branded primary care medicines and vaccines (incl. cardiovascular, migraine, pneumococcal/RSV/COVID-19)

Geography

Global

Customer

Healthcare providers, payers/PBMs, pharmacies/wholesalers, and government procurement

Role

Innovator biopharma (R&D + manufacturing + commercialization)

Revenue share

47.4%

Side-by-side metrics

Datadog, Inc.
Pfizer Inc.
Ticker / Exchange
DDOG - NASDAQ
PFE - New York Stock Exchange
Market cap (USD)
$48.5B
$142.1B
Sector
Technology
Healthcare
HQ country
US
US
Primary segment
Observability Platform
Primary Care
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
63 / 100
58 / 100
Moat domains
Demand, Network, Supply, Legal
Legal, Demand, Supply
Last update
2025-12-28
2025-12-29

Moat coverage

Shared moat types

Operational ExcellenceCompliance Advantage

Datadog, Inc. strengths

Suite BundlingData Workflow LockinEcosystem ComplementsData Network EffectsBrand Trust

Pfizer Inc. strengths

IP Choke PointProcurement InertiaGovernment Contracting RelationshipsCapex Knowhow ScaleLong Term ContractsEmbedded R&D partnership platform

Segment mix

Datadog, Inc. segments

Full profile >

Observability Platform

Oligopoly

n/a

Cloud Security Platform

Competitive

n/a

Pfizer Inc. segments

Full profile >

Primary Care

Oligopoly

47.4%

Specialty Care

Oligopoly

26.2%

Oncology

Competitive

24.5%

Pfizer CentreOne

Competitive

1.8%

Pfizer Ignite

Competitive

0.1%

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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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.