VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Dino Polska S.A. vs Microsoft Corporation

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

Microsoft Corporation

MSFT · Nasdaq Global Select Market

Market cap (USD)$3.5T
Gross margin (TTM)68.8%
Operating margin (TTM)46.3%
Net margin (TTM)35.7%
SectorTechnology
IndustrySoftware - Infrastructure
CountryUS
Data as of2025-12-21
Moat score
84/ 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 Microsoft Corporation's moat claims, evidence, and risks.

View MSFT analysis

Comparison highlights

  • Moat score gap: Microsoft Corporation leads (84 / 100 vs 66 / 100 for Dino Polska S.A.).
  • Segment focus: Dino Polska S.A. has 1 segment (100% in Proximity grocery retail (Dino stores)); Microsoft Corporation has 3 segments (42.9% in Productivity and Business Processes).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Weak vs Strong.
  • Moat breadth: Dino Polska S.A. has 5 moat types across 2 domains; Microsoft Corporation has 9 across 4.

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%

Microsoft Corporation

Productivity and Business Processes

Market

Enterprise productivity & collaboration suites, business applications, and professional network platforms

Geography

Global

Customer

Enterprises, SMBs, consumers, recruiters/advertisers

Role

SaaS platform + professional network

Revenue share

42.9%

Side-by-side metrics

Dino Polska S.A.
Microsoft Corporation
Ticker / Exchange
DNP - Warsaw Stock Exchange
MSFT - Nasdaq Global Select Market
Market cap (USD)
$3.7B
$3.5T
Gross margin (TTM)
26.1%
68.8%
Operating margin (TTM)
272.7%
46.3%
Net margin (TTM)
261.5%
35.7%
Sector
Consumer
Technology
Industry
Asset Management - Income
Software - Infrastructure
HQ country
PL
US
Primary segment
Proximity grocery retail (Dino stores)
Productivity and Business Processes
Market structure
Oligopoly
Oligopoly
Market share
7%-9% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Strong
Moat score
66 / 100
84 / 100
Moat domains
Supply, Demand
Demand, Network, Supply, Legal
Last update
2026-01-05
2025-12-21

Moat coverage

Shared moat types

Operational Excellence

Dino Polska S.A. strengths

Physical Network DensityHabit DefaultSupply Chain ControlScale Economies Unit Cost

Microsoft Corporation strengths

Suite BundlingData Workflow LockinLong Term ContractsTwo Sided NetworkCapex Knowhow ScaleEcosystem ComplementsDefault OS GatewayContent Rights Currency

Segment mix

Dino Polska S.A. segments

Full profile >

Proximity grocery retail (Dino stores)

Oligopoly

100%

Microsoft Corporation segments

Full profile >

Productivity and Business Processes

Oligopoly

42.9%

Intelligent Cloud

Oligopoly

37.7%

More Personal Computing

Quasi-Monopoly

19.4%

Want the full wide moat stocks list?

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Looking for expansion-stage stocks?

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.