VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 14, 2026

Stock Comparison

Amphenol Corporation vs Microsoft Corporation

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

Amphenol Corporation

APH · New York Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
CountryUS
Data as of2026-01-11
Moat score
65/ 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 Amphenol Corporation's moat claims, evidence, and risks.

View APH analysis

Microsoft Corporation

MSFT · Nasdaq Global Select Market

Market cap (USD)$3.6T
Gross margin (TTM)68.8%
Operating margin (TTM)46.3%
Net margin (TTM)35.7%
SectorTechnology
IndustrySoftware - Infrastructure
CountryUS
Data as of2025-12-21
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 Microsoft Corporation's moat claims, evidence, and risks.

View MSFT analysis

Comparison highlights

  • Moat score gap: Microsoft Corporation leads (84 / 100 vs 65 / 100 for Amphenol Corporation).
  • Segment focus: Amphenol Corporation has 3 segments (41.5% in Communications Solutions); Microsoft Corporation has 3 segments (42.9% in Productivity and Business Processes).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Weak vs Strong.
  • Moat breadth: Amphenol Corporation has 4 moat types across 2 domains; Microsoft Corporation has 9 across 4.

Primary market context

Amphenol Corporation

Communications Solutions

Market

Interconnect, cable and antenna solutions for IT/datacom, mobile devices and communications infrastructure

Geography

Global

Customer

OEMs, ODM/EMS partners and network equipment/service providers

Role

Component manufacturer / interconnect and antenna solutions provider

Revenue share

41.5%

Microsoft Corporation

Productivity and Business Processes

Market

Enterprise productivity & collaboration suites, business applications, and professional network platforms

Geography

Global

Customer

Enterprises, SMBs, consumers, recruiters/advertisers

Role

SaaS platform + professional network

Revenue share

42.9%

Side-by-side metrics

Amphenol Corporation
Microsoft Corporation
Ticker / Exchange
APH - New York Stock Exchange
MSFT - Nasdaq Global Select Market
Market cap (USD)
n/a
$3.6T
Gross margin (TTM)
n/a
68.8%
Operating margin (TTM)
n/a
46.3%
Net margin (TTM)
n/a
35.7%
Sector
Technology
Technology
Industry
n/a
Software - Infrastructure
HQ country
US
US
Primary segment
Communications Solutions
Productivity and Business Processes
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Strong
Moat score
65 / 100
84 / 100
Moat domains
Demand, Supply
Demand, Network, Supply, Legal
Last update
2026-01-11
2025-12-21

Moat coverage

Shared moat types

Operational ExcellenceCapex Knowhow Scale

Amphenol Corporation strengths

Design In QualificationScope Economies

Microsoft Corporation strengths

Suite BundlingData Workflow LockinLong Term ContractsTwo Sided NetworkEcosystem ComplementsDefault OS GatewayContent Rights Currency

Segment mix

Amphenol Corporation segments

Full profile >

Harsh Environment Solutions

Oligopoly

29%

Communications Solutions

Competitive

41.5%

Interconnect and Sensor Systems

Competitive

29.4%

Microsoft Corporation segments

Full profile >

Productivity and Business Processes

Oligopoly

42.9%

Intelligent Cloud

Oligopoly

37.7%

More Personal Computing

Quasi-Monopoly

19.4%

Want the full wide moat stocks list?

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

View the moat stocks list

Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.