VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Dassault Systemes SE vs Temenos AG

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)$22.9B
Gross margin (TTM)81%
Operating margin (TTM)22%
Net margin (TTM)19.2%
SectorTechnology
IndustrySoftware - Application
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

Temenos AG

TEMN · SIX Swiss Exchange

Market cap (USD)$4.5B
Gross margin (TTM)67.6%
Operating margin (TTM)24.6%
Net margin (TTM)28.8%
SectorTechnology
IndustrySoftware - Application
CountryCH
Data as of2025-12-28
Moat score
64/ 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 Temenos AG's moat claims, evidence, and risks.

View TEMN analysis

Comparison highlights

  • Moat score gap: Dassault Systemes SE leads (72 / 100 vs 64 / 100 for Temenos AG).
  • Segment focus: Dassault Systemes SE has 3 segments (55% in Industrial Innovation); Temenos AG has 2 segments (87.6% in Product).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Dassault Systemes SE has 7 moat types across 4 domains; Temenos AG has 6 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%

Temenos AG

Product

Market

Banking software platforms (core banking, digital banking, payments, wealth, financial crime, analytics) for banks and financial institutions

Geography

Global

Customer

Banks and financial institutions

Role

Independent software vendor / platform provider

Revenue share

87.6%

Side-by-side metrics

Dassault Systemes SE
Temenos AG
Ticker / Exchange
DSY - Euronext Paris
TEMN - SIX Swiss Exchange
Market cap (USD)
$22.9B
$4.5B
Gross margin (TTM)
81%
67.6%
Operating margin (TTM)
22%
24.6%
Net margin (TTM)
19.2%
28.8%
Sector
Technology
Technology
Industry
Software - Application
Software - Application
HQ country
FR
CH
Primary segment
Industrial Innovation
Product
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
72 / 100
64 / 100
Moat domains
Demand, Network, Supply, Legal
Demand, Network, Supply
Last update
2025-12-29
2025-12-28

Moat coverage

Shared moat types

Suite Bundling

Dassault Systemes SE strengths

Data Workflow LockinDe Facto StandardSwitching Costs GeneralDistribution ControlCompliance AdvantageReputation Reviews

Temenos AG strengths

Training Org Change CostsEcosystem ComplementsLong Term ContractsBrand TrustOperational Excellence

Segment mix

Dassault Systemes SE segments

Full profile >

Industrial Innovation

Oligopoly

55%

Mainstream Innovation

Oligopoly

25%

Life Sciences

Oligopoly

20%

Temenos AG segments

Full profile >

Product

Oligopoly

87.6%

Services

Competitive

12.4%

Want the full wide moat stocks list?

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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.