VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Constellation Software Inc. vs BRP Inc.

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

Constellation Software Inc.

CSU · Toronto Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
CountryCA
Data as of2026-01-02
Moat score
74/ 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 Constellation Software Inc.'s moat claims, evidence, and risks.

View CSU analysis

BRP Inc.

DOO · Toronto Stock Exchange

Market cap (USD)$7.2B
Gross margin (TTM)21.8%
Operating margin (TTM)6.2%
Net margin (TTM)0.3%
SectorConsumer
IndustryAuto - Recreational Vehicles
CountryCA
Data as of2025-12-30
Moat score
74/ 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 BRP Inc.'s moat claims, evidence, and risks.

View DOO analysis

Comparison highlights

  • Moat score: both at 74 / 100.
  • Segment focus: Constellation Software Inc. has 6 segments; BRP Inc. has 4 segments (55% in Powersports - Year-Round Products).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Constellation Software Inc. has 3 moat types across 2 domains; BRP Inc. has 4 across 2.

Primary market context

Constellation Software Inc.

Volaris Operating Group

Market

Vertical market software (VMS) portfolios across diverse industries (Volaris)

Geography

Global (North America, Continental Europe, UK, Australia, South America, Africa)

Customer

Organizations in specific verticals (mix of public and private sector)

Role

Vertical market software vendor (application provider + long-term maintainer)

BRP Inc.

Powersports - Year-Round Products

Market

ATV and recreational/utility side-by-side vehicles (SSV/UTV); 3-wheeled on-road vehicles

Geography

Global (heavy North America exposure)

Customer

Consumers and utility/commercial users

Role

OEM

Revenue share

55%

Side-by-side metrics

Constellation Software Inc.
BRP Inc.
Ticker / Exchange
CSU - Toronto Stock Exchange
DOO - Toronto Stock Exchange
Market cap (USD)
n/a
$7.2B
Gross margin (TTM)
n/a
21.8%
Operating margin (TTM)
n/a
6.2%
Net margin (TTM)
n/a
0.3%
Sector
Technology
Consumer
Industry
n/a
Auto - Recreational Vehicles
HQ country
CA
CA
Primary segment
Volaris Operating Group
Powersports - Year-Round Products
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
74 / 100
74 / 100
Moat domains
Demand, Supply
Demand, Supply
Last update
2026-01-02
2025-12-30

Moat coverage

Shared moat types

Installed Base Consumables

Constellation Software Inc. strengths

Switching Costs GeneralOperational Excellence

BRP Inc. strengths

Brand TrustDistribution ControlDesign In Qualification

Segment mix

Constellation Software Inc. segments

Full profile >

Volaris Operating Group

Competitive

n/a

Harris Operating Group

Competitive

n/a

Topicus.com Operating Group

Competitive

n/a

Jonas Operating Group

Competitive

n/a

Perseus Operating Group

Competitive

n/a

Vela Operating Group

Competitive

n/a

BRP Inc. segments

Full profile >

Powersports - Year-Round Products

Oligopoly

55%

Powersports - Seasonal Products

Oligopoly

30.3%

Powersports - Parts, Accessories & Apparel; OEM Engines & Gearboxes

Competitive

14.7%

Marine Boats Businesses (Divestiture/Discontinued)

Competitive

n/a

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

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.