VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Apple Inc. vs WiseTech Global Limited

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

Apple Inc.

AAPL · NASDAQ

Market cap (USD)$3T
SectorTechnology
CountryUS
Data as of2025-12-20
Moat score
87/ 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 Apple Inc.'s moat claims, evidence, and risks.

View AAPL analysis

WiseTech Global Limited

WTC · ASX

Market cap (USD)$15.4B
SectorTechnology
CountryAU
Data as of2025-12-29
Moat score
86/ 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 WiseTech Global Limited's moat claims, evidence, and risks.

View WTC analysis

Comparison highlights

  • Moat score gap: Apple Inc. leads (87 / 100 vs 86 / 100 for WiseTech Global Limited).
  • Segment focus: Apple Inc. has 5 segments (50.4% in iPhone); WiseTech Global Limited has 3 segments (87.6% in CargoWise).
  • Moat breadth: Apple Inc. has 7 moat types across 3 domains; WiseTech Global Limited has 6 across 2.

Primary market context

Apple Inc.

iPhone

Market

Smartphones (with focus on premium smartphones and iOS ecosystem devices)

Geography

Global

Customer

Consumers and enterprises (end-users), plus carrier/retail channels

Role

OEM / platform owner

Revenue share

50.4%

WiseTech Global Limited

CargoWise

Market

Enterprise logistics execution software for freight forwarders, customs brokers and 3PLs (CargoWise platform)

Geography

Global

Customer

Logistics service providers (freight forwarders, customs brokers, 3PLs)

Role

SaaS software platform vendor

Revenue share

87.6%

Side-by-side metrics

Apple Inc.
WiseTech Global Limited
Ticker / Exchange
AAPL - NASDAQ
WTC - ASX
Market cap (USD)
$3T
$15.4B
Sector
Technology
Technology
HQ country
US
AU
Primary segment
iPhone
CargoWise
Market structure
Oligopoly
Oligopoly
Market share
14%-17% (reported)
96% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
87 / 100
86 / 100
Moat domains
Demand, Network, Supply
Demand, Network
Last update
2025-12-20
2025-12-29

Moat coverage

Shared moat types

Ecosystem ComplementsTwo Sided Network

Apple Inc. strengths

Brand TrustScale Economies Unit CostSwitching Costs GeneralDefault OS GatewayInstalled Base Consumables

WiseTech Global Limited strengths

Data Workflow LockinSuite BundlingLegacy installed-base tailData Network Effects

Segment mix

Apple Inc. segments

Full profile >

iPhone

Oligopoly

50.4%

Mac

Oligopoly

8.1%

iPad

Oligopoly

6.7%

Wearables, Home and Accessories

Competitive

8.6%

Services

Quasi-Monopoly

26.2%

WiseTech Global Limited segments

Full profile >

CargoWise

Oligopoly

87.6%

Non-CargoWise acquired platforms (legacy)

Competitive

12.4%

e2open (multi-enterprise supply chain applications & network; acquired)

Oligopoly

n/a

Want the full wide moat stocks list?

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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.