VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Dassault Systemes SE vs NIKE, Inc.

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

Dassault Systemes SE

DSY · Euronext Paris

Market cap (USD)
SectorTechnology
CountryFR
Data as of2025-12-29
Moat score
72/ 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 Dassault Systemes SE's moat claims, evidence, and risks.

View DSY analysis

NIKE, Inc.

NKE · New York Stock Exchange

Market cap (USD)$84.6B
SectorConsumer
CountryUS
Data as of2025-12-23
Moat score
70/ 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 NIKE, Inc.'s moat claims, evidence, and risks.

View NKE analysis

Comparison highlights

  • Moat score gap: Dassault Systemes SE leads (72 / 100 vs 70 / 100 for NIKE, Inc.).
  • Segment focus: Dassault Systemes SE has 3 segments (55% in Industrial Innovation); NIKE, Inc. has 3 segments (57.8% in Wholesale).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: Dassault Systemes SE has 7 moat types across 4 domains; NIKE, Inc. has 6 across 4.

Primary market context

Dassault Systemes SE

Industrial Innovation

Market

Enterprise PLM, CAD/CAE, and digital manufacturing software for discrete industries

Geography

Global

Customer

Large enterprises and Tier-1 suppliers

Role

Software platform vendor

Revenue share

55%

NIKE, Inc.

Wholesale

Market

Branded athletic & casual footwear/apparel wholesale distribution

Geography

Global

Customer

Retailers, distributors, licensees

Role

Brand owner / wholesaler

Revenue share

57.8%

Side-by-side metrics

Dassault Systemes SE
NIKE, Inc.
Ticker / Exchange
DSY - Euronext Paris
NKE - New York Stock Exchange
Market cap (USD)
n/a
$84.6B
Sector
Technology
Consumer
HQ country
FR
US
Primary segment
Industrial Innovation
Wholesale
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
72 / 100
70 / 100
Moat domains
Demand, Network, Supply, Legal
Demand, Supply, Network, Legal
Last update
2025-12-29
2025-12-23

Moat coverage

Shared moat types

Distribution Control

Dassault Systemes SE strengths

Data Workflow LockinSuite BundlingDe Facto StandardSwitching Costs GeneralCompliance AdvantageReputation Reviews

NIKE, Inc. strengths

Brand TrustProcurement InertiaScale Economies Unit CostEcosystem ComplementsIP Choke Point

Segment mix

Dassault Systemes SE segments

Full profile >

Industrial Innovation

Oligopoly

55%

Mainstream Innovation

Oligopoly

25%

Life Sciences

Oligopoly

20%

NIKE, Inc. segments

Full profile >

Wholesale

Competitive

57.8%

Direct to Consumer (DTC)

Competitive

42.1%

Brand licensing & other

Competitive

0.2%

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.