WIDE MOAT STOCKS COMPARISON

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Stock Comparison

Salesforce, Inc. vs Alphabet Inc.

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

Salesforce, Inc.

CRM · New York Stock Exchange

Market cap (USD)$185.2B
Gross margin (TTM)77.3%
Operating margin (TTM)19.9%
Net margin (TTM)22%
SectorTechnology
IndustryApplication software
CountryUS
Data as of2026-08-23
67/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into Salesforce, Inc.'s moat claims, evidence, and risks.

View CRM analysis

Alphabet Inc.

GOOGL · The Nasdaq Stock Market

Market cap (USD)$4.2T
Gross margin (TTM)60.9%
Operating margin (TTM)33.1%
Net margin (TTM)54.8%
SectorCommunication Services
IndustryInternet platforms
CountryUS
Data as of2026-08-23
82/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into Alphabet Inc.'s moat claims, evidence, and risks.

View GOOGL analysis

Comparison highlights

  • Moat score gap: Alphabet Inc. leads (82 / 100 vs 67 / 100 for Salesforce, Inc.).
  • Segment focus: Salesforce, Inc. has 3 segments (64.3% in Agentforce Apps (Sales, Service, Marketing, Commerce, Slack)); Alphabet Inc. has 6 segments (55.7% in Google Search & other (Advertising)).
  • Primary market structure: Competitive vs Quasi-Monopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Salesforce, Inc. has 3 moat types across 2 domains; Alphabet Inc. has 5 across 3.

Primary market context

Salesforce, Inc.

Agentforce Apps (Sales, Service, Marketing, Commerce, Slack)

Market

AI-enabled CRM applications for sales, service, marketing, commerce and collaboration delivered as SaaS

Geography

Global

Customer

Business (SMB to enterprise)

Role

SaaS application & platform vendor

Revenue share

64.3%

Alphabet Inc.

Google Search & other (Advertising)

Market

Search advertising (intent-based digital ads)

Geography

Global

Customer

Advertisers (SMB to enterprise)

Role

Ad platform / publisher

Revenue share

55.7%

Side-by-side metrics

Salesforce, Inc.
Alphabet Inc.
Ticker / Exchange
CRM - New York Stock Exchange
GOOGL - The Nasdaq Stock Market
Market cap (USD)
$185.2B
$4.2T
Gross margin (TTM)
77.3%
60.9%
Operating margin (TTM)
19.9%
33.1%
Net margin (TTM)
22%
54.8%
Sector
Technology
Communication Services
Industry
Application software
Internet platforms
HQ country
US
US
Primary segment
Agentforce Apps (Sales, Service, Marketing, Commerce, Slack)
Google Search & other (Advertising)
Market structure
Competitive
Quasi-Monopoly
Market share
n/a
89.9% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
67 / 100
82 / 100
Moat domains
Demand, Network
Network, Demand, Supply
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

No overlap yet.

Salesforce, Inc. strengths

Data Workflow LockinSuite BundlingEcosystem Complements

Alphabet Inc. strengths

Data Network EffectsHabit DefaultTwo Sided NetworkDefault OS GatewayCapex Knowhow Scale

Segment mix

Salesforce, Inc. segments

Full profile >

Agentforce Apps (Sales, Service, Marketing, Commerce, Slack)

Competitive

64.3%

Data 360, Headless Platform & Integration/Analytics

Competitive

30.6%

Professional Services & Other

Competitive

5.1%

Alphabet Inc. segments

Full profile >

Google Search & other (Advertising)

Quasi-Monopoly

55.7%

YouTube (Advertising)

Oligopoly

10%

Google Network (Advertising)

Competitive

7.4%

Google Subscriptions, Platforms & Devices

Quasi-Monopoly

11.9%

Google Cloud

Oligopoly

14.6%

Other Bets

Competitive

0.4%

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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.