VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Murata Manufacturing Co., Ltd. vs Sea Limited

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

Murata Manufacturing Co., Ltd.

6981 · Tokyo Stock Exchange

Market cap (USD)$6.2T
Gross margin (TTM)41.4%
Operating margin (TTM)16.8%
Net margin (TTM)13.4%
SectorTechnology
IndustryHardware, Equipment & Parts
CountryJP
Data as of2025-12-30
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 Murata Manufacturing Co., Ltd.'s moat claims, evidence, and risks.

View 6981 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: Murata Manufacturing Co., Ltd. leads (75 / 100 vs 69 / 100 for Sea Limited).
  • Segment focus: Murata Manufacturing Co., Ltd. has 6 segments (47.7% in Capacitors (primarily MLCC)); Sea Limited has 3 segments (73.8% in Shopee (E-commerce)).
  • Moat breadth: Murata Manufacturing Co., Ltd. has 8 moat types across 4 domains; Sea Limited has 6 across 3.

Primary market context

Murata Manufacturing Co., Ltd.

Capacitors (primarily MLCC)

Market

Multilayer ceramic capacitors (MLCC) and related capacitors

Geography

Global

Customer

Electronics OEMs and tier-1 suppliers (smartphone, PC/server, automotive, industrial)

Role

Component manufacturer / supplier

Revenue share

47.7%

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

Murata Manufacturing Co., Ltd.
Sea Limited
Ticker / Exchange
6981 - Tokyo Stock Exchange
SE - New York Stock Exchange
Market cap (USD)
$6.2T
$82.8B
Gross margin (TTM)
41.4%
44.9%
Operating margin (TTM)
16.8%
8.2%
Net margin (TTM)
13.4%
6.8%
Sector
Technology
Consumer
Industry
Hardware, Equipment & Parts
Specialty Retail
HQ country
JP
SG
Primary segment
Capacitors (primarily MLCC)
Shopee (E-commerce)
Market structure
Oligopoly
Oligopoly
Market share
38%-42% (reported)
52% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
75 / 100
69 / 100
Moat domains
Supply, Demand, Financial, Legal
Network, Supply, Legal
Last update
2025-12-30
2026-01-06

Moat coverage

Shared moat types

No overlap yet.

Murata Manufacturing Co., Ltd. strengths

Capex Knowhow ScaleLearning Curve YieldDesign In QualificationBenchmark Pricing PowerBrand TrustIP Choke PointCompliance AdvantageResidual segment

Sea Limited strengths

Two Sided NetworkDistribution ControlEcosystem ComplementsRegulated Standards PipeDirect Network EffectsContractual Exclusivity

Segment mix

Murata Manufacturing Co., Ltd. segments

Full profile >

Capacitors (primarily MLCC)

Oligopoly

47.7%

Inductors and EMI Filters

Oligopoly

11.5%

High-Frequency Devices and Communications Modules

Oligopoly

25.4%

Batteries and Power Supply

Competitive

8.9%

Functional Devices (including sensors)

Competitive

5.6%

Other

Competitive

0.9%

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.