VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Wednesday, January 14, 2026
Stock Comparison
Amphenol Corporation vs SAP SE
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Amphenol Corporation
APH · New York Stock Exchange
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 analysisSAP SE
SAP · XETRA
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Comparison highlights
- Moat score: both at 65 / 100.
- Segment focus: Amphenol Corporation has 3 segments (41.5% in Communications Solutions); SAP SE has 2 segments (87.3% in Cloud and Software).
- Primary market structure: Competitive vs Oligopoly. Pricing power: Weak vs Moderate.
- Moat breadth: Amphenol Corporation has 4 moat types across 2 domains; SAP SE has 6 across 3.
Primary market context
Amphenol Corporation
Communications Solutions
Interconnect, cable and antenna solutions for IT/datacom, mobile devices and communications infrastructure
Global
OEMs, ODM/EMS partners and network equipment/service providers
Component manufacturer / interconnect and antenna solutions provider
41.5%
SAP SE
Cloud and Software
Enterprise application software suites and cloud subscriptions (ERP-centric) plus platform services
Global
Large enterprises and upper mid-market
Software vendor (SaaS + on-prem support + platform)
87.3%
Side-by-side metrics
Moat coverage
Shared moat types
No overlap yet.
Amphenol Corporation strengths
SAP SE strengths
Segment mix
Amphenol Corporation segments
Full profile >Harsh Environment Solutions
Oligopoly
Communications Solutions
Competitive
Interconnect and Sensor Systems
Competitive
SAP SE segments
Full profile >Cloud and Software
Oligopoly
Services
Competitive
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Proven models entering the expansion stage with unit economics that work.
View expansion-stage stocksCuration & 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.