★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

Autodesk, Inc. vs Dassault Systemes SE

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

Autodesk, Inc.

ADSK · NASDAQ

Market cap (USD)$41.1B
Gross margin (TTM)91.1%
Operating margin (TTM)26.6%
Net margin (TTM)19.5%
SectorTechnology
IndustrySoftware - Application
CountryUS
Data as of2026-07-12
Moat score
84/ 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 Autodesk, Inc.'s moat claims, evidence, and risks.

View ADSK analysis

Dassault Systemes SE

DSY · Euronext Paris

Market cap (USD)$29.2B
Gross margin (TTM)82.5%
Operating margin (TTM)22.9%
Net margin (TTM)19.9%
SectorTechnology
IndustrySoftware - Application
CountryFR
Data as of2026-07-12
Moat score
85/ 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 Dassault Systemes SE's moat claims, evidence, and risks.

View DSY analysis

Comparison highlights

  • Moat score gap: Dassault Systemes SE leads (85 / 100 vs 84 / 100 for Autodesk, Inc.).
  • Segment focus: Autodesk, Inc. has 5 segments (50.2% in Architecture, Engineering, Construction and Operations (AECO)); Dassault Systemes SE has 3 segments (54.5% in Industrial Innovation).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Autodesk, Inc. has 5 moat types across 2 domains; Dassault Systemes SE has 3 across 1.

Primary market context

Autodesk, Inc.

Architecture, Engineering, Construction and Operations (AECO)

Market

Architecture, engineering, construction & operations (AECO) software (BIM, civil design, construction management)

Geography

Global

Customer

B2B / professional

Role

Software vendor (design + construction workflow platform)

Revenue share

50.2%

Dassault Systemes SE

Industrial Innovation

Market

Enterprise PLM, CAD/CAE, and digital manufacturing software for discrete industries

Geography

Global

Customer

Large enterprises and Tier-1 suppliers

Role

Software platform vendor

Revenue share

54.5%

Side-by-side metrics

Autodesk, Inc.
Dassault Systemes SE
Ticker / Exchange
ADSK - NASDAQ
DSY - Euronext Paris
Market cap (USD)
$41.1B
$29.2B
Gross margin (TTM)
91.1%
82.5%
Operating margin (TTM)
26.6%
22.9%
Net margin (TTM)
19.5%
19.9%
Sector
Technology
Technology
Industry
Software - Application
Software - Application
HQ country
US
FR
Primary segment
Architecture, Engineering, Construction and Operations (AECO)
Industrial Innovation
Market structure
Oligopoly
Oligopoly
Market share
20%-25% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
84 / 100
85 / 100
Moat domains
Demand, Network
Demand
Last update
2026-07-12
2026-07-12

Moat coverage

Shared moat types

Data Workflow LockinSuite Bundling

Autodesk, Inc. strengths

Two Sided NetworkFormat Lock InEcosystem Complements

Dassault Systemes SE strengths

Switching Costs General

Segment mix

Autodesk, Inc. segments

Full profile >

Architecture, Engineering, Construction and Operations (AECO)

Oligopoly

50.2%

AutoCAD and AutoCAD LT

Quasi-Monopoly

24.5%

Manufacturing (MFG)

Oligopoly

19%

Media and Entertainment (M&E)

Competitive

4.4%

Other (Consulting and other products/services)

Competitive

1.9%

Dassault Systemes SE segments

Full profile >

Industrial Innovation

Oligopoly

54.5%

Mainstream Innovation

Oligopoly

26.7%

Life Sciences

Oligopoly

18.8%

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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.