VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Dino Polska S.A. vs Manhattan Associates, Inc.

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

Dino Polska S.A.

DNP · Warsaw Stock Exchange

Market cap (USD)$3.7B
Gross margin (TTM)26.1%
Operating margin (TTM)272.7%
Net margin (TTM)261.5%
SectorConsumer
IndustryAsset Management - Income
CountryPL
Data as of2026-01-05
Moat score
66/ 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 Dino Polska S.A.'s moat claims, evidence, and risks.

View DNP analysis

Manhattan Associates, Inc.

MANH · The Nasdaq Stock Market LLC

Market cap (USD)$10B
Gross margin (TTM)55.9%
Operating margin (TTM)25.9%
Net margin (TTM)20.3%
SectorTechnology
IndustrySoftware - Application
CountryUS
Data as of2025-12-28
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 Manhattan Associates, Inc.'s moat claims, evidence, and risks.

View MANH analysis

Comparison highlights

  • Moat score gap: Dino Polska S.A. leads (66 / 100 vs 56 / 100 for Manhattan Associates, Inc.).
  • Segment focus: Dino Polska S.A. has 1 segment (100% in Proximity grocery retail (Dino stores)); Manhattan Associates, Inc. has 4 segments (50.4% in Professional services (implementation, consulting, training)).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Weak vs Weak.
  • Moat breadth: Dino Polska S.A. has 5 moat types across 2 domains; Manhattan Associates, Inc. has 7 across 1.

Primary market context

Dino Polska S.A.

Proximity grocery retail (Dino stores)

Market

Retail grocery (mid-sized proximity supermarkets)

Geography

Poland

Customer

Households / consumers

Role

Brick-and-mortar grocery retailer

Revenue share

100%

Manhattan Associates, Inc.

Professional services (implementation, consulting, training)

Market

Supply chain & omnichannel software implementation and consulting services

Geography

Global

Customer

Enterprises implementing or expanding supply chain/omnichannel systems

Role

Implementation and advisory services provider

Revenue share

50.4%

Side-by-side metrics

Dino Polska S.A.
Manhattan Associates, Inc.
Ticker / Exchange
DNP - Warsaw Stock Exchange
MANH - The Nasdaq Stock Market LLC
Market cap (USD)
$3.7B
$10B
Gross margin (TTM)
26.1%
55.9%
Operating margin (TTM)
272.7%
25.9%
Net margin (TTM)
261.5%
20.3%
Sector
Consumer
Technology
Industry
Asset Management - Income
Software - Application
HQ country
PL
US
Primary segment
Proximity grocery retail (Dino stores)
Professional services (implementation, consulting, training)
Market structure
Oligopoly
Competitive
Market share
7%-9% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Weak
Moat score
66 / 100
56 / 100
Moat domains
Supply, Demand
Demand
Last update
2026-01-05
2025-12-28

Moat coverage

Shared moat types

No overlap yet.

Dino Polska S.A. strengths

Physical Network DensityHabit DefaultSupply Chain ControlOperational ExcellenceScale Economies Unit Cost

Manhattan Associates, Inc. strengths

Suite BundlingData Workflow LockinLong Term ContractsReputation ReviewsProcurement InertiaInstalled Base ConsumablesSwitching Costs General

Segment mix

Dino Polska S.A. segments

Full profile >

Proximity grocery retail (Dino stores)

Oligopoly

100%

Manhattan Associates, Inc. segments

Full profile >

Cloud subscriptions (Manhattan Active SaaS)

Oligopoly

32.4%

Professional services (implementation, consulting, training)

Competitive

50.4%

Maintenance and support (legacy perpetual licenses)

Monopoly

13.3%

Perpetual licenses and hardware

Competitive

4%

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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Proven models entering the expansion stage with unit economics that work.

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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.