Datadog vs Dynatrace vs Splunk: The Best Stock Is?

Bigger is usually better. The term “economies of scale” is often used to describe how larger firms can operate more efficiently than smaller ones. The larger a firm becomes, the more difficult it is to compete with them. There are several key measures we use to identify which companies are the biggest within any given space – market cap and revenues. But what happens if neither metric provides us with a clear picture of who the leader is?

Investing in APM and SIEM

In last year’s article on 5 Application Performance Monitoring Stocks we looked at a number of companies selling technically complex, but very useful, services to other companies using cryptic labels such as Security Information and Event Management (SIEM) or Application Performance Monitoring (APM). While it’s tempting to start going down the rabbit hole of technical comparisons, everyone will have a different opinion, and the aggregate is just lots of noise. Instead, start by taking a holistic look at the space and decide if you want to invest in the thesis to begin with.

The lines are increasingly blurring between all these acronyms, so we’ll put it like this. The total addressable market is said to range from $60 to $100 billion, depending on who you ask, though our attraction lies in the “stickiness” of the solution. Selling a software-as-a–service (SaaS) offering that deeply embeds itself into organiza