VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 14, 2026

Stock Comparison

Amphenol Corporation vs WiseTech Global Limited

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

WiseTech Global Limited

WTC · ASX

Market cap (USD)$22.2B
Gross margin (TTM)83.6%
Operating margin (TTM)37.2%
Net margin (TTM)25.6%
SectorTechnology
IndustrySoftware - Application
CountryAU
Data as of2025-12-29
Moat score
86/ 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 WiseTech Global Limited's moat claims, evidence, and risks.

View WTC analysis

Comparison highlights

  • Moat score gap: WiseTech Global Limited leads (86 / 100 vs 65 / 100 for Amphenol Corporation).
  • Segment focus: Amphenol Corporation has 3 segments (41.5% in Communications Solutions); WiseTech Global Limited has 3 segments (87.6% in CargoWise).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Weak vs Strong.
  • Moat breadth: Amphenol Corporation has 4 moat types across 2 domains; WiseTech Global Limited has 6 across 2.

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%

WiseTech Global Limited

CargoWise

Market

Enterprise logistics execution software for freight forwarders, customs brokers and 3PLs (CargoWise platform)

Geography

Global

Customer

Logistics service providers (freight forwarders, customs brokers, 3PLs)

Role

SaaS software platform vendor

Revenue share

87.6%

Side-by-side metrics

Amphenol Corporation
WiseTech Global Limited
Ticker / Exchange
APH - New York Stock Exchange
WTC - ASX
Market cap (USD)
n/a
$22.2B
Gross margin (TTM)
n/a
83.6%
Operating margin (TTM)
n/a
37.2%
Net margin (TTM)
n/a
25.6%
Sector
Technology
Technology
Industry
n/a
Software - Application
HQ country
US
AU
Primary segment
Communications Solutions
CargoWise
Market structure
Competitive
Oligopoly
Market share
n/a
96% (reported)
HHI estimate
n/a
n/a
Pricing power
Weak
Strong
Moat score
65 / 100
86 / 100
Moat domains
Demand, Supply
Demand, Network
Last update
2026-01-11
2025-12-29

Moat coverage

Shared moat types

No overlap yet.

Amphenol Corporation strengths

Design In QualificationOperational ExcellenceScope EconomiesCapex Knowhow Scale

WiseTech Global Limited strengths

Data Workflow LockinEcosystem ComplementsSuite BundlingLegacy installed-base tailTwo Sided NetworkData Network Effects

Segment mix

Amphenol Corporation segments

Full profile >

Harsh Environment Solutions

Oligopoly

29%

Communications Solutions

Competitive

41.5%

Interconnect and Sensor Systems

Competitive

29.4%

WiseTech Global Limited segments

Full profile >

CargoWise

Oligopoly

87.6%

Non-CargoWise acquired platforms (legacy)

Competitive

12.4%

e2open (multi-enterprise supply chain applications & network; acquired)

Oligopoly

n/a

Want the full wide moat stocks list?

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

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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.