VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Thursday, January 8, 2026

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Stock Comparison

Brookfield Corporation vs SAP SE

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

Brookfield Corporation

BN · New York Stock Exchange

Market cap (USD)$109.6B
Gross margin (TTM)34.5%
Operating margin (TTM)24.1%
Net margin (TTM)1.3%
SectorFinancials
IndustryAsset Management
CountryCA
Data as of2026-01-05
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 Brookfield Corporation's moat claims, evidence, and risks.

View BN analysis

SAP SE

SAP · XETRA

Market cap (USD)$235.7B
Gross margin (TTM)73.6%
Operating margin (TTM)25.8%
Net margin (TTM)19.4%
SectorTechnology
IndustrySoftware - Application
CountryDE
Data as of2025-12-30
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 SAP SE's moat claims, evidence, and risks.

View SAP analysis

Comparison highlights

  • Moat score: both at 65 / 100.
  • Segment focus: Brookfield Corporation has 6 segments; SAP SE has 2 segments (87.3% in Cloud and Software).
  • Moat breadth: Brookfield Corporation has 10 moat types across 5 domains; SAP SE has 6 across 3.

Primary market context

Brookfield Corporation

Asset Management

Market

Alternative asset management (private markets: infrastructure, renewables, private equity, real estate, credit)

Geography

Global

Customer

Institutional investors and private wealth channels

Role

General partner (GP) / asset manager

SAP SE

Cloud and Software

Market

Enterprise application software suites and cloud subscriptions (ERP-centric) plus platform services

Geography

Global

Customer

Large enterprises and upper mid-market

Role

Software vendor (SaaS + on-prem support + platform)

Revenue share

87.3%

Side-by-side metrics

Brookfield Corporation
SAP SE
Ticker / Exchange
BN - New York Stock Exchange
SAP - XETRA
Market cap (USD)
$109.6B
$235.7B
Gross margin (TTM)
34.5%
73.6%
Operating margin (TTM)
24.1%
25.8%
Net margin (TTM)
1.3%
19.4%
Sector
Financials
Technology
Industry
Asset Management
Software - Application
HQ country
CA
DE
Primary segment
Asset Management
Cloud and Software
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
65 / 100
65 / 100
Moat domains
Demand, Network, Financial, Supply, Legal
Demand, Network, Legal
Last update
2026-01-05
2025-12-30

Moat coverage

Shared moat types

Long Term ContractsEcosystem ComplementsBrand Trust

Brookfield Corporation strengths

Float PrepaymentCost Of Capital AdvantageCapex Knowhow ScalePermits Rights Of WayPhysical Network DensityOperational ExcellenceGeographic Natural

SAP SE strengths

Data Workflow LockinSuite BundlingCompliance Advantage

Segment mix

Brookfield Corporation segments

Full profile >

Asset Management

Oligopoly

n/a

Wealth Solutions (Insurance)

Competitive

n/a

Renewable Power and Transition

Competitive

n/a

Infrastructure

Oligopoly

n/a

Private Equity (Operating Businesses)

Competitive

n/a

Real Estate

Competitive

n/a

SAP SE segments

Full profile >

Cloud and Software

Oligopoly

87.3%

Services

Competitive

12.7%

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.