VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

The Walt Disney Company vs Dassault Systemes SE

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

The Walt Disney Company

DIS · New York Stock Exchange

Market cap (USD)
SectorCommunication Services
CountryUS
Data as of2025-12-27
Moat score
78/ 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 The Walt Disney Company's moat claims, evidence, and risks.

View DIS analysis

Dassault Systemes SE

DSY · Euronext Paris

Market cap (USD)
SectorTechnology
CountryFR
Data as of2025-12-29
Moat score
72/ 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 Dassault Systemes SE's moat claims, evidence, and risks.

View DSY analysis

Comparison highlights

  • Moat score gap: The Walt Disney Company leads (78 / 100 vs 72 / 100 for Dassault Systemes SE).
  • Segment focus: The Walt Disney Company has 3 segments (44.1% in Entertainment (Streaming, Linear Networks, Studio & Licensing)); Dassault Systemes SE has 3 segments (55% in Industrial Innovation).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: The Walt Disney Company has 6 moat types across 4 domains; Dassault Systemes SE has 7 across 4.

Primary market context

The Walt Disney Company

Entertainment (Streaming, Linear Networks, Studio & Licensing)

Market

Global video entertainment content and distribution (streaming, TV networks, film/TV studios)

Geography

Global

Customer

Consumers, advertisers, distributors (MVPDs/vMVPDs)

Role

Content owner/producer and distributor

Revenue share

44.1%

Dassault Systemes SE

Industrial Innovation

Market

Enterprise PLM, CAD/CAE, and digital manufacturing software for discrete industries

Geography

Global

Customer

Large enterprises and Tier-1 suppliers

Role

Software platform vendor

Revenue share

55%

Side-by-side metrics

The Walt Disney Company
Dassault Systemes SE
Ticker / Exchange
DIS - New York Stock Exchange
DSY - Euronext Paris
Market cap (USD)
n/a
n/a
Sector
Communication Services
Technology
HQ country
US
FR
Primary segment
Entertainment (Streaming, Linear Networks, Studio & Licensing)
Industrial Innovation
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
78 / 100
72 / 100
Moat domains
Legal, Demand, Supply, Network
Demand, Network, Supply, Legal
Last update
2025-12-27
2025-12-29

Moat coverage

Shared moat types

Suite Bundling

The Walt Disney Company strengths

Content Rights CurrencyBrand TrustProcurement InertiaCapex Knowhow ScaleEcosystem Complements

Dassault Systemes SE strengths

Data Workflow LockinDe Facto StandardSwitching Costs GeneralDistribution ControlCompliance AdvantageReputation Reviews

Segment mix

The Walt Disney Company segments

Full profile >

Entertainment (Streaming, Linear Networks, Studio & Licensing)

Oligopoly

44.1%

Sports (ESPN and sports content)

Oligopoly

18.4%

Experiences (Theme parks, resorts, cruises, consumer products)

Oligopoly

37.5%

Dassault Systemes SE segments

Full profile >

Industrial Innovation

Oligopoly

55%

Mainstream Innovation

Oligopoly

25%

Life Sciences

Oligopoly

20%

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.