VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Accenture plc vs Watsco, Inc.

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

Accenture plc

ACN · New York Stock Exchange

Market cap (USD)$164.5B
Gross margin (TTM)31.9%
Operating margin (TTM)14.8%
Net margin (TTM)10.8%
SectorTechnology
IndustryInformation Technology Services
CountryIE
Data as of2025-12-30
Moat score
66/ 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 Accenture plc's moat claims, evidence, and risks.

View ACN analysis

Watsco, Inc.

WSO · New York Stock Exchange

Market cap (USD)$14.4B
Gross margin (TTM)28.3%
Operating margin (TTM)10.2%
Net margin (TTM)7.4%
SectorIndustrials
IndustryIndustrial - Distribution
CountryUS
Data as of2026-01-05
Moat score
72/ 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 Watsco, Inc.'s moat claims, evidence, and risks.

View WSO analysis

Comparison highlights

  • Moat score gap: Watsco, Inc. leads (72 / 100 vs 66 / 100 for Accenture plc).
  • Segment focus: Accenture plc has 2 segments (50.4% in Consulting); Watsco, Inc. has 1 segment (100% in HVAC/R Distribution).
  • Primary market structure: Competitive vs Competitive. Pricing power: n/a vs Moderate.
  • Moat breadth: Accenture plc has 7 moat types across 3 domains; Watsco, Inc. has 4 across 3.

Primary market context

Accenture plc

Consulting

Market

Enterprise consulting (strategy, management, technology consulting and technology integration consulting)

Geography

Global

Customer

Enterprises and public sector organizations

Role

Advisor and systems integrator / implementation partner

Revenue share

50.4%

Watsco, Inc.

HVAC/R Distribution

Market

HVAC/R equipment, parts and supplies distribution

Geography

North America (U.S., Canada, Mexico, Puerto Rico; export to Latin America/Caribbean)

Customer

Licensed HVAC and refrigeration contractors (residential & commercial)

Role

Wholesale distributor

Revenue share

100%

Side-by-side metrics

Accenture plc
Watsco, Inc.
Ticker / Exchange
ACN - New York Stock Exchange
WSO - New York Stock Exchange
Market cap (USD)
$164.5B
$14.4B
Gross margin (TTM)
31.9%
28.3%
Operating margin (TTM)
14.8%
10.2%
Net margin (TTM)
10.8%
7.4%
Sector
Technology
Industrials
Industry
Information Technology Services
Industrial - Distribution
HQ country
IE
US
Primary segment
Consulting
HVAC/R Distribution
Market structure
Competitive
Competitive
Market share
n/a
9%-12% (implied)
HHI estimate
n/a
n/a
Pricing power
n/a
Moderate
Moat score
66 / 100
72 / 100
Moat domains
Demand, Supply, Network
Supply, Legal, Demand
Last update
2025-12-30
2026-01-05

Moat coverage

Shared moat types

No overlap yet.

Accenture plc strengths

Brand TrustProcurement InertiaSuite BundlingService Field NetworkLong Term ContractsSwitching Costs GeneralEcosystem Complements

Watsco, Inc. strengths

Physical Network DensityContractual ExclusivityScale Economies Unit CostData Workflow Lockin

Segment mix

Accenture plc segments

Full profile >

Consulting

Competitive

50.4%

Managed Services

Oligopoly

49.6%

Watsco, Inc. segments

Full profile >

HVAC/R Distribution

Competitive

100%

Want the full wide moat stocks list?

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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.