VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Datadog, Inc. vs Koninklijke Philips 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)$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

Koninklijke Philips N.V.

PHIA · Euronext Amsterdam

Market cap (USD)$26B
SectorHealthcare
CountryNL
Data as of2025-12-28
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 Koninklijke Philips N.V.'s moat claims, evidence, and risks.

View PHIA analysis

Comparison highlights

  • Moat score gap: Koninklijke Philips N.V. leads (68 / 100 vs 63 / 100 for Datadog, Inc.).
  • Segment focus: Datadog, Inc. has 2 segments; Koninklijke Philips N.V. has 3 segments (48.9% in Diagnosis & Treatment).
  • Moat breadth: Datadog, Inc. has 7 moat types across 4 domains; Koninklijke Philips N.V. has 6 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

Koninklijke Philips N.V.

Diagnosis & Treatment

Market

Medical imaging, image-guided therapy systems, and enterprise imaging informatics

Geography

Global

Customer

Hospitals & clinics

Role

OEM systems + software + services

Revenue share

48.9%

Side-by-side metrics

Datadog, Inc.
Koninklijke Philips N.V.
Ticker / Exchange
DDOG - NASDAQ
PHIA - Euronext Amsterdam
Market cap (USD)
$48.5B
$26B
Sector
Technology
Healthcare
HQ country
US
NL
Primary segment
Observability Platform
Diagnosis & Treatment
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
Demand, Supply, Network
Last update
2025-12-28
2025-12-28

Moat coverage

Shared moat types

Data Workflow LockinBrand Trust

Datadog, Inc. strengths

Suite BundlingEcosystem ComplementsData Network EffectsOperational ExcellenceCompliance Advantage

Koninklijke Philips N.V. strengths

Service Field NetworkInteroperability HubProcurement InertiaInstalled Base Consumables

Segment mix

Datadog, Inc. segments

Full profile >

Observability Platform

Oligopoly

n/a

Cloud Security Platform

Competitive

n/a

Koninklijke Philips N.V. segments

Full profile >

Diagnosis & Treatment

Oligopoly

48.9%

Connected Care

Oligopoly

28.3%

Personal Health

Competitive

20%

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.