VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

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Stock Comparison

Dino Polska S.A. vs Oracle 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

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: Dino Polska S.A. leads (66 / 100 vs 56 / 100 for Oracle Corporation).
  • Segment focus: Dino Polska S.A. has 1 segment (100% in Proximity grocery retail (Dino stores)); Oracle Corporation has 5 segments (42.9% in Infrastructure cloud services and license support).
  • Moat breadth: Dino Polska S.A. has 5 moat types across 2 domains; Oracle Corporation has 7 across 3.

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%

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

Dino Polska S.A.
Oracle Corporation
Ticker / Exchange
DNP - Warsaw Stock Exchange
ORCL - New York Stock Exchange
Market cap (USD)
$3.7B
$544.2B
Gross margin (TTM)
26.1%
70.7%
Operating margin (TTM)
272.7%
30.3%
Net margin (TTM)
261.5%
25.3%
Sector
Consumer
Technology
Industry
Asset Management - Income
Software - Infrastructure
HQ country
PL
US
Primary segment
Proximity grocery retail (Dino stores)
Infrastructure cloud services and license support
Market structure
Oligopoly
Oligopoly
Market share
7%-9% (reported)
3% (estimated)
HHI estimate
n/a
n/a
Pricing power
Weak
Weak
Moat score
66 / 100
56 / 100
Moat domains
Supply, Demand
Demand, Supply, Network
Last update
2026-01-05
2025-12-26

Moat coverage

Shared moat types

No overlap yet.

Dino Polska S.A. strengths

Physical Network DensityHabit DefaultSupply Chain ControlOperational ExcellenceScale Economies Unit Cost

Oracle Corporation strengths

Suite BundlingLong Term ContractsCapex Knowhow ScaleInteroperability HubSwitching Costs GeneralKeystone ComponentTraining Org Change Costs

Segment mix

Dino Polska S.A. segments

Full profile >

Proximity grocery retail (Dino stores)

Oligopoly

100%

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?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

Looking for expansion-stage stocks?

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

View expansion-stage stocks

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.