VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Salesforce, Inc. vs NXP Semiconductors N.V.

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)$176.3B
Gross margin (TTM)77.7%
Operating margin (TTM)20.5%
Net margin (TTM)17.9%
SectorTechnology
IndustrySoftware - Application
CountryUS
Data as of2025-12-22
Moat score
70/ 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 Salesforce, Inc.'s moat claims, evidence, and risks.

View CRM analysis

NXP Semiconductors N.V.

NXPI · The Nasdaq Global Select Market

Market cap (USD)$58.5B
Gross margin (TTM)54.6%
Operating margin (TTM)26.4%
Net margin (TTM)16.5%
SectorTechnology
IndustrySemiconductors
CountryNL
Data as of2025-12-22
Moat score
64/ 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 NXP Semiconductors N.V.'s moat claims, evidence, and risks.

View NXPI analysis

Comparison highlights

  • Moat score gap: Salesforce, Inc. leads (70 / 100 vs 64 / 100 for NXP Semiconductors N.V.).
  • Segment focus: Salesforce, Inc. has 3 segments (78.9% in CRM Applications Suite (Sales, Service, Platform, Marketing & Commerce)); NXP Semiconductors N.V. has 4 segments (56.7% in Automotive).
  • Moat breadth: Salesforce, Inc. has 6 moat types across 2 domains; NXP Semiconductors N.V. has 8 across 4.

Primary market context

Salesforce, Inc.

CRM Applications Suite (Sales, Service, Platform, Marketing & Commerce)

Market

CRM applications (sales, customer service, marketing, digital commerce) delivered as SaaS

Geography

Global

Customer

Business (SMB to enterprise)

Role

SaaS application & platform vendor

Revenue share

78.9%

NXP Semiconductors N.V.

Automotive

Market

Automotive semiconductors (MCUs, in-vehicle networking, ADAS radar, secure car access, connectivity)

Geography

Global

Customer

Automotive OEMs and Tier-1 suppliers

Role

Semiconductor supplier

Revenue share

56.7%

Side-by-side metrics

Salesforce, Inc.
NXP Semiconductors N.V.
Ticker / Exchange
CRM - New York Stock Exchange
NXPI - The Nasdaq Global Select Market
Market cap (USD)
$176.3B
$58.5B
Gross margin (TTM)
77.7%
54.6%
Operating margin (TTM)
20.5%
26.4%
Net margin (TTM)
17.9%
16.5%
Sector
Technology
Technology
Industry
Software - Application
Semiconductors
HQ country
US
NL
Primary segment
CRM Applications Suite (Sales, Service, Platform, Marketing & Commerce)
Automotive
Market structure
Oligopoly
Oligopoly
Market share
20.7% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
70 / 100
64 / 100
Moat domains
Demand, Network
Demand, Supply, Network, Legal
Last update
2025-12-22
2025-12-22

Moat coverage

Shared moat types

Ecosystem ComplementsTraining Org Change Costs

Salesforce, Inc. strengths

Data Workflow LockinSuite BundlingLong Term ContractsInteroperability Hub

NXP Semiconductors N.V. strengths

Design In QualificationCapacity MoatProcurement InertiaScope EconomiesCapex Knowhow ScaleCompliance Advantage

Segment mix

Salesforce, Inc. segments

Full profile >

CRM Applications Suite (Sales, Service, Platform, Marketing & Commerce)

Oligopoly

78.9%

Integration & Analytics (MuleSoft, Tableau, related subscriptions)

Competitive

15.2%

Professional Services & Other

Competitive

5.8%

NXP Semiconductors N.V. segments

Full profile >

Automotive

Oligopoly

56.7%

Industrial & IoT

Competitive

18%

Mobile

Oligopoly

11.9%

Communication Infrastructure & Other

Oligopoly

13.5%

Want the full wide moat stocks list?

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

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Looking for expansion-stage stocks?

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.