VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

VINCI SA vs Oracle Corporation

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

VINCI SA

DG · Euronext Paris

Market cap (USD)$67.5B
Gross margin (TTM)16%
Operating margin (TTM)12.1%
Net margin (TTM)6.5%
SectorIndustrials
IndustryEngineering & Construction
CountryFR
Data as of2026-01-03
Moat score
57/ 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 VINCI SA's moat claims, evidence, and risks.

View DG analysis

Oracle Corporation

ORCL · New York Stock Exchange

Market cap (USD)$544.2B
Gross margin (TTM)70.7%
Operating margin (TTM)30.3%
Net margin (TTM)25.3%
SectorTechnology
IndustrySoftware - Infrastructure
CountryUS
Data as of2025-12-26
Moat score
56/ 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 Oracle Corporation's moat claims, evidence, and risks.

View ORCL analysis

Comparison highlights

  • Moat score gap: VINCI SA leads (57 / 100 vs 56 / 100 for Oracle Corporation).
  • Segment focus: VINCI SA has 7 segments (44.4% in VINCI Construction); Oracle Corporation has 5 segments (42.9% in Infrastructure cloud services and license support).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Weak vs Weak.
  • Moat breadth: VINCI SA has 7 moat types across 2 domains; Oracle Corporation has 7 across 3.

Primary market context

VINCI SA

VINCI Construction

Market

Construction and civil engineering contracting (buildings, infrastructure and specialty networks)

Geography

Global

Customer

Public-sector project owners and private developers/industrial clients

Role

General contractor / civil engineering contractor

Revenue share

44.4%

Oracle Corporation

Infrastructure cloud services and license support

Market

Enterprise cloud infrastructure services (IaaS/PaaS, cloud database) plus related support

Geography

Global

Customer

Enterprises & developers

Role

Cloud service provider (IaaS/PaaS)

Revenue share

42.9%

Side-by-side metrics

VINCI SA
Oracle Corporation
Ticker / Exchange
DG - Euronext Paris
ORCL - New York Stock Exchange
Market cap (USD)
$67.5B
$544.2B
Gross margin (TTM)
16%
70.7%
Operating margin (TTM)
12.1%
30.3%
Net margin (TTM)
6.5%
25.3%
Sector
Industrials
Technology
Industry
Engineering & Construction
Software - Infrastructure
HQ country
FR
US
Primary segment
VINCI Construction
Infrastructure cloud services and license support
Market structure
Competitive
Oligopoly
Market share
n/a
3% (estimated)
HHI estimate
n/a
n/a
Pricing power
Weak
Weak
Moat score
57 / 100
56 / 100
Moat domains
Legal, Supply
Demand, Supply, Network
Last update
2026-01-03
2025-12-26

Moat coverage

Shared moat types

Capex Knowhow Scale

VINCI SA strengths

Concession LicensePermits Rights Of WayOperational ExcellenceService Field NetworkCapacity MoatCompliance Advantage

Oracle Corporation strengths

Suite BundlingLong Term ContractsInteroperability HubSwitching Costs GeneralKeystone ComponentTraining Org Change Costs

Segment mix

VINCI SA segments

Full profile >

VINCI Autoroutes

Monopoly

9.2%

VINCI Airports

Oligopoly

6.3%

Other concessions (incl. VINCI Highways and PPP assets)

Competitive

0.8%

VINCI Energies

Competitive

28.4%

Cobra IS

Competitive

9.9%

VINCI Construction

Competitive

44.4%

VINCI Immobilier

Competitive

1.6%

Oracle Corporation segments

Full profile >

Applications cloud services and license support

Oligopoly

33.8%

Infrastructure cloud services and license support

Oligopoly

42.9%

Cloud license and on-premise license

Oligopoly

9.1%

Hardware

Competitive

5.1%

Services

Competitive

9.1%

Want the full wide moat stocks list?

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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.