VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Autodesk, Inc. vs Global Payments Inc.

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

Autodesk, Inc.

ADSK · NASDAQ

Market cap (USD)$58.9B
Gross margin (TTM)91.3%
Operating margin (TTM)22.3%
Net margin (TTM)16.1%
SectorTechnology
IndustrySoftware - Application
CountryUS
Data as of2025-12-29
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 Autodesk, Inc.'s moat claims, evidence, and risks.

View ADSK analysis

Global Payments Inc.

GPN · New York Stock Exchange

Market cap (USD)$18.8B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorFinancials
Industry
CountryUS
Data as of2026-01-10
Moat score
62/ 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 Global Payments Inc.'s moat claims, evidence, and risks.

View GPN analysis

Comparison highlights

  • Moat score gap: Autodesk, Inc. leads (69 / 100 vs 62 / 100 for Global Payments Inc.).
  • Segment focus: Autodesk, Inc. has 5 segments (47.9% in Architecture, Engineering, Construction and Operations (AECO)); Global Payments Inc. has 2 segments (76.1% in Merchant Solutions).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Autodesk, Inc. has 7 moat types across 2 domains; Global Payments Inc. has 6 across 4.

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

47.9%

Global Payments Inc.

Merchant Solutions

Market

Merchant acquiring and integrated payments (card-present and e-commerce)

Geography

Global

Customer

Merchants (SMB to enterprise) and software platforms

Role

Acquirer and payment processor

Revenue share

76.1%

Side-by-side metrics

Autodesk, Inc.
Global Payments Inc.
Ticker / Exchange
ADSK - NASDAQ
GPN - New York Stock Exchange
Market cap (USD)
$58.9B
$18.8B
Gross margin (TTM)
91.3%
n/a
Operating margin (TTM)
22.3%
n/a
Net margin (TTM)
16.1%
n/a
Sector
Technology
Financials
Industry
Software - Application
n/a
HQ country
US
US
Primary segment
Architecture, Engineering, Construction and Operations (AECO)
Merchant Solutions
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
69 / 100
62 / 100
Moat domains
Demand, Network
Network, Demand, Supply, Legal
Last update
2025-12-29
2026-01-10

Moat coverage

Shared moat types

Data Workflow LockinEcosystem Complements

Autodesk, Inc. strengths

Suite BundlingTwo Sided NetworkFormat Lock InBrand TrustProcurement Inertia

Global Payments Inc. strengths

Scale Economies Unit CostLong Term ContractsSwitching Costs GeneralCompliance Advantage

Segment mix

Autodesk, Inc. segments

Full profile >

Architecture, Engineering, Construction and Operations (AECO)

Oligopoly

47.9%

AutoCAD and AutoCAD LT

Quasi-Monopoly

25.6%

Manufacturing (MFG)

Oligopoly

19.4%

Media and Entertainment (M&E)

Competitive

5.1%

Other (Consulting and other products/services)

Competitive

1.9%

Global Payments Inc. segments

Full profile >

Merchant Solutions

Competitive

76.1%

Issuer Solutions

Oligopoly

24.6%

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.