VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Monday, December 29, 2025

Stock Comparison

The Walt Disney Company vs Temenos AG

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

Temenos AG

TEMN · SIX Swiss Exchange

Market cap (USD)
SectorTechnology
CountryCH
Data as of2025-12-28
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 Temenos AG's moat claims, evidence, and risks.

View TEMN analysis

Comparison highlights

  • Moat score gap: The Walt Disney Company leads (78 / 100 vs 64 / 100 for Temenos AG).
  • Segment focus: The Walt Disney Company has 3 segments (44.1% in Entertainment (Streaming, Linear Networks, Studio & Licensing)); Temenos AG has 2 segments (87.6% in Product).
  • Moat breadth: The Walt Disney Company has 6 moat types across 4 domains; Temenos AG has 6 across 3.

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%

Temenos AG

Product

Market

Banking software platforms (core banking, digital banking, payments, wealth, financial crime, analytics) for banks and financial institutions

Geography

Global

Customer

Banks and financial institutions

Role

Independent software vendor / platform provider

Revenue share

87.6%

Side-by-side metrics

The Walt Disney Company
Temenos AG
Ticker / Exchange
DIS - New York Stock Exchange
TEMN - SIX Swiss Exchange
Market cap (USD)
n/a
n/a
Sector
Communication Services
Technology
HQ country
US
CH
Primary segment
Entertainment (Streaming, Linear Networks, Studio & Licensing)
Product
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
78 / 100
64 / 100
Moat domains
Legal, Demand, Supply, Network
Demand, Network, Supply
Last update
2025-12-27
2025-12-28

Moat coverage

Shared moat types

Suite BundlingBrand TrustEcosystem Complements

The Walt Disney Company strengths

Content Rights CurrencyProcurement InertiaCapex Knowhow Scale

Temenos AG strengths

Training Org Change CostsLong Term ContractsOperational Excellence

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%

Temenos AG segments

Full profile >

Product

Oligopoly

87.6%

Services

Competitive

12.4%

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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.