VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Constellation Software Inc. vs Starbucks Corporation

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

Starbucks Corporation

SBUX · Nasdaq Global Select Market

Market cap (USD)$96.1B
Gross margin (TTM)22.9%
Operating margin (TTM)9.7%
Net margin (TTM)5%
SectorConsumer
IndustryRestaurants
CountryUS
Data as of2025-12-31
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 Starbucks Corporation's moat claims, evidence, and risks.

View SBUX analysis

Comparison highlights

  • Moat score gap: Constellation Software Inc. leads (74 / 100 vs 70 / 100 for Starbucks Corporation).
  • Segment focus: Constellation Software Inc. has 6 segments; Starbucks Corporation has 3 segments (73.6% in North America).
  • Moat breadth: Constellation Software Inc. has 3 moat types across 2 domains; Starbucks Corporation has 7 across 3.

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)

Starbucks Corporation

North America

Market

Branded coffeehouse retail (company-operated + licensed)

Geography

U.S. and Canada

Customer

Consumers

Role

Retailer / brand owner

Revenue share

73.6%

Side-by-side metrics

Constellation Software Inc.
Starbucks Corporation
Ticker / Exchange
CSU - Toronto Stock Exchange
SBUX - Nasdaq Global Select Market
Market cap (USD)
n/a
$96.1B
Gross margin (TTM)
n/a
22.9%
Operating margin (TTM)
n/a
9.7%
Net margin (TTM)
n/a
5%
Sector
Technology
Consumer
Industry
n/a
Restaurants
HQ country
CA
US
Primary segment
Volaris Operating Group
North America
Market structure
Competitive
Competitive
Market share
n/a
35%-40% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
74 / 100
70 / 100
Moat domains
Demand, Supply
Demand, Supply, Legal
Last update
2026-01-02
2025-12-31

Moat coverage

Shared moat types

Operational Excellence

Constellation Software Inc. strengths

Switching Costs GeneralInstalled Base Consumables

Starbucks Corporation strengths

Brand TrustHabit DefaultPhysical Network DensityPreferential Input AccessContractual ExclusivityScope Economies

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

Starbucks Corporation segments

Full profile >

North America

Competitive

73.6%

International

Competitive

21%

Channel Development

Oligopoly

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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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.