VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Sony Group Corporation vs Sea Limited

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

Sony Group Corporation

6758 · Tokyo Stock Exchange

Market cap (USD)$24.7T
Gross margin (TTM)29.1%
Operating margin (TTM)11.3%
Net margin (TTM)9.2%
SectorConsumer
IndustryConsumer Electronics
CountryJP
Data as of2025-12-29
Moat score
75/ 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 Sony Group Corporation's moat claims, evidence, and risks.

View 6758 analysis

Sea Limited

SE · New York Stock Exchange

Market cap (USD)$82.8B
Gross margin (TTM)44.9%
Operating margin (TTM)8.2%
Net margin (TTM)6.8%
SectorConsumer
IndustrySpecialty Retail
CountrySG
Data as of2026-01-06
Moat score
69/ 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 Sea Limited's moat claims, evidence, and risks.

View SE analysis

Comparison highlights

  • Moat score gap: Sony Group Corporation leads (75 / 100 vs 69 / 100 for Sea Limited).
  • Segment focus: Sony Group Corporation has 5 segments (37.8% in Game & Network Services); Sea Limited has 3 segments (73.8% in Shopee (E-commerce)).
  • Moat breadth: Sony Group Corporation has 8 moat types across 4 domains; Sea Limited has 6 across 3.

Primary market context

Sony Group Corporation

Game & Network Services

Market

Console gaming platforms and associated network services

Geography

Global

Customer

Consumers (players) and game developers/publishers

Role

Platform owner + publisher + hardware OEM

Revenue share

37.8%

Sea Limited

Shopee (E-commerce)

Market

E-commerce marketplace and related value-added services

Geography

Southeast Asia, Taiwan, Brazil

Customer

Consumers and sellers

Role

Marketplace operator

Revenue share

73.8%

Side-by-side metrics

Sony Group Corporation
Sea Limited
Ticker / Exchange
6758 - Tokyo Stock Exchange
SE - New York Stock Exchange
Market cap (USD)
$24.7T
$82.8B
Gross margin (TTM)
29.1%
44.9%
Operating margin (TTM)
11.3%
8.2%
Net margin (TTM)
9.2%
6.8%
Sector
Consumer
Consumer
Industry
Consumer Electronics
Specialty Retail
HQ country
JP
SG
Primary segment
Game & Network Services
Shopee (E-commerce)
Market structure
Oligopoly
Oligopoly
Market share
n/a
52% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
75 / 100
69 / 100
Moat domains
Network, Legal, Demand, Supply
Network, Supply, Legal
Last update
2025-12-29
2026-01-06

Moat coverage

Shared moat types

Two Sided NetworkEcosystem ComplementsDistribution Control

Sony Group Corporation strengths

Content Rights CurrencyReputation ReviewsBrand TrustCapex Knowhow ScaleLearning Curve Yield

Sea Limited strengths

Regulated Standards PipeDirect Network EffectsContractual Exclusivity

Segment mix

Sony Group Corporation segments

Full profile >

Game & Network Services

Oligopoly

37.8%

Music

Oligopoly

15.1%

Pictures

Oligopoly

12.5%

Entertainment, Technology & Services

Competitive

19.6%

Imaging & Sensing Solutions

Quasi-Monopoly

14.2%

Sea Limited segments

Full profile >

Shopee (E-commerce)

Oligopoly

73.8%

SeaMoney (Digital Financial Services)

Competitive

14.1%

Garena (Digital Entertainment)

Competitive

11.4%

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.