VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Dassault Systemes SE vs NVIDIA Corporation

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

NVIDIA Corporation

NVDA · Nasdaq Stock Market

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-26
Moat score
97/ 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 NVIDIA Corporation's moat claims, evidence, and risks.

View NVDA analysis

Comparison highlights

  • Moat score gap: NVIDIA Corporation leads (97 / 100 vs 72 / 100 for Dassault Systemes SE).
  • Segment focus: Dassault Systemes SE has 3 segments (55% in Industrial Innovation); NVIDIA Corporation has 5 segments (88.3% in Data Center).
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Strong vs Strong.
  • Moat breadth: Dassault Systemes SE has 7 moat types across 4 domains; NVIDIA Corporation has 7 across 3.

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%

NVIDIA Corporation

Data Center

Market

Data center accelerated computing (AI GPUs, systems, and networking)

Geography

Global

Customer

Hyperscale cloud providers, enterprises, public sector (often via OEMs/ODMs and integrators)

Role

Fabless designer and platform supplier (chips, systems, software)

Revenue share

88.3%

Side-by-side metrics

Dassault Systemes SE
NVIDIA Corporation
Ticker / Exchange
DSY - Euronext Paris
NVDA - Nasdaq Stock Market
Market cap (USD)
n/a
n/a
Sector
Technology
Technology
HQ country
FR
US
Primary segment
Industrial Innovation
Data Center
Market structure
Oligopoly
Quasi-Monopoly
Market share
n/a
78%-85% (estimated)
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
72 / 100
97 / 100
Moat domains
Demand, Network, Supply, Legal
Demand, Network, Supply
Last update
2025-12-29
2025-12-26

Moat coverage

Shared moat types

Data Workflow LockinSuite Bundling

Dassault Systemes SE strengths

De Facto StandardSwitching Costs GeneralDistribution ControlCompliance AdvantageReputation Reviews

NVIDIA Corporation strengths

Ecosystem ComplementsCapacity MoatOperational ExcellenceDesign In QualificationResidual / non-core revenue

Segment mix

Dassault Systemes SE segments

Full profile >

Industrial Innovation

Oligopoly

55%

Mainstream Innovation

Oligopoly

25%

Life Sciences

Oligopoly

20%

NVIDIA Corporation segments

Full profile >

Data Center

Quasi-Monopoly

88.3%

Gaming

Duopoly

8.7%

Professional Visualization

Oligopoly

1.4%

Automotive

Competitive

1.3%

OEM & Other

Competitive

0.3%

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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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.