VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Autodesk, Inc. vs Halma plc

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

Autodesk, Inc.

ADSK · NASDAQ

Market cap (USD)$61.3B
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

Halma plc

HLMA · London Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
CountryGB
Data as of2026-01-02
Moat score
59/ 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 Halma plc's moat claims, evidence, and risks.

View HLMA analysis

Comparison highlights

  • Moat score gap: Autodesk, Inc. leads (69 / 100 vs 59 / 100 for Halma plc).
  • Segment focus: Autodesk, Inc. has 5 segments (47.9% in Architecture, Engineering, Construction and Operations (AECO)); Halma plc has 3 segments (40% in Safety).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Autodesk, Inc. has 7 moat types across 2 domains; Halma plc has 4 across 2.

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%

Halma plc

Safety

Market

Safety technologies (fire safety, public safety, worker safety, and protection of critical assets/infrastructure)

Geography

Global

Customer

Commercial/industrial facility owners and operators; infrastructure operators; installers and OEM channels

Role

Technology OEM / component + systems supplier

Revenue share

40%

Side-by-side metrics

Autodesk, Inc.
Halma plc
Ticker / Exchange
ADSK - NASDAQ
HLMA - London Stock Exchange
Market cap (USD)
$61.3B
n/a
Gross margin (TTM)
91.3%
n/a
Operating margin (TTM)
22.3%
n/a
Net margin (TTM)
16.1%
n/a
Sector
Technology
Technology
Industry
Software - Application
n/a
HQ country
US
GB
Primary segment
Architecture, Engineering, Construction and Operations (AECO)
Safety
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
69 / 100
59 / 100
Moat domains
Demand, Network
Legal, Demand
Last update
2025-12-29
2026-01-02

Moat coverage

Shared moat types

Procurement Inertia

Autodesk, Inc. strengths

Data Workflow LockinSuite BundlingTwo Sided NetworkFormat Lock InEcosystem ComplementsBrand Trust

Halma plc strengths

Compliance AdvantageDesign In QualificationSwitching Costs General

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%

Halma plc segments

Full profile >

Safety

Competitive

40%

Environmental & Analysis

Competitive

35%

Healthcare

Competitive

25%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.