VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

BRP Inc. vs Moncler S.p.A.

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

BRP Inc.

DOO · Toronto Stock Exchange

Market cap (USD)$7.3B
Gross margin (TTM)21.8%
Operating margin (TTM)6.2%
Net margin (TTM)0.3%
SectorConsumer
IndustryAuto - Recreational Vehicles
CountryCA
Data as of2025-12-30
Moat score
74/ 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 BRP Inc.'s moat claims, evidence, and risks.

View DOO analysis

Moncler S.p.A.

MONC · Euronext Milan

Market cap (USD)$14.8B
Gross margin (TTM)76.4%
Operating margin (TTM)29.4%
Net margin (TTM)20.4%
SectorConsumer
IndustryApparel - Manufacturers
CountryIT
Data as of2026-01-05
Moat score
69/ 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 Moncler S.p.A.'s moat claims, evidence, and risks.

View MONC analysis

Comparison highlights

  • Moat score gap: BRP Inc. leads (74 / 100 vs 69 / 100 for Moncler S.p.A.).
  • Segment focus: BRP Inc. has 4 segments (55% in Powersports - Year-Round Products); Moncler S.p.A. has 2 segments (87.1% in Moncler brand).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Strong.
  • Moat breadth: BRP Inc. has 4 moat types across 2 domains; Moncler S.p.A. has 3 across 3.

Primary market context

BRP Inc.

Powersports - Year-Round Products

Market

ATV and recreational/utility side-by-side vehicles (SSV/UTV); 3-wheeled on-road vehicles

Geography

Global (heavy North America exposure)

Customer

Consumers and utility/commercial users

Role

OEM

Revenue share

55%

Moncler S.p.A.

Moncler brand

Market

Luxury outerwear and apparel (down jackets, ready-to-wear, accessories)

Geography

Global

Customer

Consumers

Role

Branded apparel company (design/marketing; DTC + wholesale distribution)

Revenue share

87.1%

Side-by-side metrics

BRP Inc.
Moncler S.p.A.
Ticker / Exchange
DOO - Toronto Stock Exchange
MONC - Euronext Milan
Market cap (USD)
$7.3B
$14.8B
Gross margin (TTM)
21.8%
76.4%
Operating margin (TTM)
6.2%
29.4%
Net margin (TTM)
0.3%
20.4%
Sector
Consumer
Consumer
Industry
Auto - Recreational Vehicles
Apparel - Manufacturers
HQ country
CA
IT
Primary segment
Powersports - Year-Round Products
Moncler brand
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
74 / 100
69 / 100
Moat domains
Demand, Supply
Demand, Supply, Legal
Last update
2025-12-30
2026-01-05

Moat coverage

Shared moat types

Brand TrustDistribution Control

BRP Inc. strengths

Installed Base ConsumablesDesign In Qualification

Moncler S.p.A. strengths

IP Choke Point

Segment mix

BRP Inc. segments

Full profile >

Powersports - Year-Round Products

Oligopoly

55%

Powersports - Seasonal Products

Oligopoly

30.3%

Powersports - Parts, Accessories & Apparel; OEM Engines & Gearboxes

Competitive

14.7%

Marine Boats Businesses (Divestiture/Discontinued)

Competitive

n/a

Moncler S.p.A. segments

Full profile >

Moncler brand

Competitive

87.1%

Stone Island brand

Competitive

12.9%

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.