WIDE MOAT STOCKS COMPARISON

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Stock Comparison

Apple Inc. vs Microsoft Corporation

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

Apple Inc.

AAPL · The Nasdaq Stock Market LLC

Market cap (USD)$4.9T
Gross margin (TTM)48.7%
Operating margin (TTM)33.2%
Net margin (TTM)27.6%
SectorTechnology
IndustryConsumer electronics
CountryUS
Data as of2026-08-23
95/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into Apple Inc.'s moat claims, evidence, and risks.

View AAPL analysis

Microsoft Corporation

MSFT · The Nasdaq Global Select Market

Market cap (USD)$3.9T
Gross margin (TTM)67.9%
Operating margin (TTM)46.8%
Net margin (TTM)40.3%
SectorTechnology
IndustryInfrastructure software
CountryUS
Data as of2026-08-23
95/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into Microsoft Corporation's moat claims, evidence, and risks.

View MSFT analysis

Comparison highlights

  • Moat score: both at 95 / 100.
  • Segment focus: Apple Inc. has 5 segments (50.4% in iPhone); Microsoft Corporation has 2 segments (80.8% in Agents and Infra).
  • Moat breadth: Apple Inc. has 6 moat types across 3 domains; Microsoft Corporation has 8 across 4.

Primary market context

Apple Inc.

iPhone

Market

Global smartphones, with premium-smartphone over-index

Geography

Global

Customer

Consumers, carriers, enterprises, and government buyers

Role

Branded device OEM, operating-system owner, and platform gateway

Revenue share

50.4%

Microsoft Corporation

Agents and Infra

Market

Cloud infrastructure, commercial and consumer productivity and AI applications, developer tools, business solutions and server licensing

Geography

Global

Customer

Enterprises, governments, developers, households and individual productivity subscribers

Role

Integrated application, model and infrastructure platform

Revenue share

80.8%

Side-by-side metrics

Apple Inc.
Microsoft Corporation
Ticker / Exchange
AAPL - The Nasdaq Stock Market LLC
MSFT - The Nasdaq Global Select Market
Market cap (USD)
$4.9T
$3.9T
Gross margin (TTM)
48.7%
67.9%
Operating margin (TTM)
33.2%
46.8%
Net margin (TTM)
27.6%
40.3%
Sector
Technology
Technology
Industry
Consumer electronics
Infrastructure software
HQ country
US
US
Primary segment
iPhone
Agents and Infra
Market structure
Oligopoly
Oligopoly
Market share
20.2% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
95 / 100
95 / 100
Moat domains
Network, Demand, Supply
Demand, Network, Supply, Legal
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

Ecosystem ComplementsDefault OS GatewayData Workflow Lockin

Apple Inc. strengths

Brand TrustSwitching Costs GeneralIntegrated silicon and software

Microsoft Corporation strengths

Suite BundlingLong Term ContractsTwo Sided NetworkCapex Knowhow ScaleContent Rights Currency

Segment mix

Apple Inc. segments

Full profile >

iPhone

Oligopoly

50.4%

Mac

Oligopoly

8.1%

iPad

Oligopoly

6.7%

Wearables, Home and Accessories

Oligopoly

8.6%

Services

Quasi-Monopoly

26.2%

Microsoft Corporation segments

Full profile >

Agents and Infra

Oligopoly

80.8%

Devices and Consumer

Competitive

19.2%

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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.