VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Tuesday, December 30, 2025
Stock Comparison
Datadog, Inc. vs SAP SE
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Datadog, Inc.
DDOG · NASDAQ
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 analysisSAP SE
SAP · XETRA
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Comparison highlights
- Moat score gap: SAP SE leads (65 / 100 vs 63 / 100 for Datadog, Inc.).
- Segment focus: Datadog, Inc. has 2 segments; SAP SE has 2 segments (87.3% in Cloud and Software).
- Moat breadth: Datadog, Inc. has 7 moat types across 4 domains; SAP SE has 6 across 3.
Primary market context
Datadog, Inc.
Observability Platform
Cloud observability / monitoring & analytics (metrics, logs, traces, RUM)
Global
Enterprise and mid-market (DevOps, SRE, engineering)
SaaS platform vendor
SAP SE
Cloud and Software
Enterprise application software suites and cloud subscriptions (ERP-centric) plus platform services
Global
Large enterprises and upper mid-market
Software vendor (SaaS + on-prem support + platform)
87.3%
Side-by-side metrics
Moat coverage
Shared moat types
Datadog, Inc. strengths
SAP SE strengths
Segment mix
Datadog, Inc. segments
Full profile >Observability Platform
Oligopoly
Cloud Security Platform
Competitive
SAP SE segments
Full profile >Cloud and Software
Oligopoly
Services
Competitive
Want the full wide moat stocks list?
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View the moat stocks listCuration & 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 Pricing, features, and availability may be incomplete or out of date.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.