VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Autodesk, Inc. vs Linde plc

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

Autodesk, Inc.

ADSK · NASDAQ

Market cap (USD)$63.7B
SectorTechnology
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

Linde plc

LIN · Nasdaq Stock Market

Market cap (USD)
SectorMaterials
CountryIE
Data as of2025-12-29
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 Linde plc's moat claims, evidence, and risks.

View LIN analysis

Comparison highlights

  • Moat score gap: Linde plc leads (72 / 100 vs 69 / 100 for Autodesk, Inc.).
  • Segment focus: Autodesk, Inc. has 5 segments (47.9% in Architecture, Engineering, Construction and Operations (AECO)); Linde plc has 4 segments (43.8% in Americas).
  • Moat breadth: Autodesk, Inc. has 7 moat types across 2 domains; Linde plc has 5 across 3.

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%

Linde plc

Americas

Market

Industrial gases (Americas)

Geography

Americas

Customer

B2B + healthcare

Role

Producer, distributor, on-site plant owner/operator

Revenue share

43.8%

Side-by-side metrics

Autodesk, Inc.
Linde plc
Ticker / Exchange
ADSK - NASDAQ
LIN - Nasdaq Stock Market
Market cap (USD)
$63.7B
n/a
Sector
Technology
Materials
HQ country
US
IE
Primary segment
Architecture, Engineering, Construction and Operations (AECO)
Americas
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
69 / 100
72 / 100
Moat domains
Demand, Network
Demand, Supply, Legal
Last update
2025-12-29
2025-12-29

Moat coverage

Shared moat types

No overlap yet.

Autodesk, Inc. strengths

Data Workflow LockinSuite BundlingTwo Sided NetworkFormat Lock InEcosystem ComplementsBrand TrustProcurement Inertia

Linde plc strengths

Long Term ContractsPhysical Network DensityScale Economies Unit CostCapex Knowhow ScaleIP Choke Point

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%

Linde plc segments

Full profile >

Americas

Oligopoly

43.8%

EMEA

Oligopoly

25.3%

APAC

Oligopoly

20.1%

Engineering

Competitive

7%

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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.