VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Datadog, Inc. vs Rightmove plc

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Datadog, Inc.

DDOG · NASDAQ

Market cap (USD)$44B
Gross margin (TTM)79.9%
Operating margin (TTM)-1.4%
Net margin (TTM)3.3%
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

Rightmove plc

RMV · London Stock Exchange

Market cap (USD)$5.2B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorReal Estate
Industry
CountryGB
Data as of2026-01-09
Moat score
88/ 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 Rightmove plc's moat claims, evidence, and risks.

View RMV analysis

Comparison highlights

  • Moat score gap: Rightmove plc leads (88 / 100 vs 63 / 100 for Datadog, Inc.).
  • Segment focus: Datadog, Inc. has 2 segments; Rightmove plc has 3 segments (71.8% in Agency).
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Datadog, Inc. has 7 moat types across 4 domains; Rightmove plc has 5 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

Rightmove plc

Agency

Market

UK residential property portal advertising subscriptions and lead generation for estate and letting agents

Geography

United Kingdom

Customer

Property professionals (estate and letting agents)

Role

Two-sided marketplace operator (consumers <-> agents)

Revenue share

71.8%

Side-by-side metrics

Datadog, Inc.
Rightmove plc
Ticker / Exchange
DDOG - NASDAQ
RMV - London Stock Exchange
Market cap (USD)
$44B
$5.2B
Gross margin (TTM)
79.9%
n/a
Operating margin (TTM)
-1.4%
n/a
Net margin (TTM)
3.3%
n/a
Sector
Technology
Real Estate
Industry
Software - Application
n/a
HQ country
US
GB
Primary segment
Observability Platform
Agency
Market structure
Oligopoly
Quasi-Monopoly
Market share
n/a
70%-82% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
63 / 100
88 / 100
Moat domains
Demand, Network, Supply, Legal
Network, Demand
Last update
2025-12-28
2026-01-09

Moat coverage

Shared moat types

Data Workflow LockinEcosystem Complements

Datadog, Inc. strengths

Suite BundlingData Network EffectsOperational ExcellenceBrand TrustCompliance Advantage

Rightmove plc strengths

Two Sided NetworkHabit DefaultProcurement Inertia

Segment mix

Datadog, Inc. segments

Full profile >

Observability Platform

Oligopoly

n/a

Cloud Security Platform

Competitive

n/a

Rightmove plc segments

Full profile >

Agency

Quasi-Monopoly

71.8%

New Homes

Oligopoly

17.7%

Other

Competitive

10.4%

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.

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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.