VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, January 5, 2026

Stock Comparison

Emerson Electric Co. vs Etsy, Inc.

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

Emerson Electric Co.

EMR · New York Stock Exchange

Market cap (USD)$76.4B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
Industry
CountryUS
Data as of2026-01-02
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 Emerson Electric Co.'s moat claims, evidence, and risks.

View EMR analysis

Etsy, Inc.

ETSY · New York Stock Exchange

Market cap (USD)$5.7B
Gross margin (TTM)72%
Operating margin (TTM)10.2%
Net margin (TTM)6.4%
SectorConsumer
IndustrySpecialty Retail
CountryUS
Data as of2025-12-28
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 Etsy, Inc.'s moat claims, evidence, and risks.

View ETSY analysis

Comparison highlights

  • Moat score gap: Emerson Electric Co. leads (70 / 100 vs 66 / 100 for Etsy, Inc.).
  • Segment focus: Emerson Electric Co. has 6 segments (24.2% in Final Control); Etsy, Inc. has 2 segments (72% in Marketplace Platform (transaction fees + payments processing + listing fees)).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: Emerson Electric Co. has 10 moat types across 4 domains; Etsy, Inc. has 6 across 3.

Primary market context

Emerson Electric Co.

Final Control

Market

Industrial control valves, isolation/shutoff valves, pressure relief & safety valves, actuators and regulators

Geography

Global

Customer

Process & hybrid manufacturers

Role

Automation components supplier

Revenue share

24.2%

Etsy, Inc.

Marketplace Platform (transaction fees + payments processing + listing fees)

Market

Specialty e-commerce marketplaces (handmade/unique goods and resale fashion)

Geography

Global

Customer

Consumers and independent sellers

Role

Two-sided marketplace operator and payments facilitator

Revenue share

72%

Side-by-side metrics

Emerson Electric Co.
Etsy, Inc.
Ticker / Exchange
EMR - New York Stock Exchange
ETSY - New York Stock Exchange
Market cap (USD)
$76.4B
$5.7B
Gross margin (TTM)
n/a
72%
Operating margin (TTM)
n/a
10.2%
Net margin (TTM)
n/a
6.4%
Sector
Industrials
Consumer
Industry
n/a
Specialty Retail
HQ country
US
US
Primary segment
Final Control
Marketplace Platform (transaction fees + payments processing + listing fees)
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
70 / 100
66 / 100
Moat domains
Demand, Supply, Legal, Network
Network, Demand, Supply
Last update
2026-01-02
2025-12-28

Moat coverage

Shared moat types

Brand TrustData Workflow LockinSuite Bundling

Emerson Electric Co. strengths

Installed Base ConsumablesService Field NetworkDesign In QualificationCompliance AdvantageDistribution ControlEcosystem ComplementsInteroperability Hub

Etsy, Inc. strengths

Two Sided NetworkOperational ExcellenceScale Economies Unit Cost

Segment mix

Emerson Electric Co. segments

Full profile >

Final Control

Oligopoly

24.2%

Measurement & Analytical

Oligopoly

22.9%

Discrete Automation

Competitive

13.9%

Safety & Productivity

Competitive

7.5%

Control Systems & Software

Oligopoly

23.2%

Test & Measurement

Competitive

8.2%

Etsy, Inc. segments

Full profile >

Marketplace Platform (transaction fees + payments processing + listing fees)

Competitive

72%

Seller Services (on-site advertising + shipping labels + other)

Quasi-Monopoly

28%

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.