★ WIDE MOAT STOCKS COMPARISON ★

Checking

Stock Comparison

Eaton Corporation plc vs Schneider Electric SE

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

Eaton Corporation plc

ETN · New York Stock Exchange

Market cap (USD)$162.2B
Gross margin (TTM)36.9%
Operating margin (TTM)18.1%
Net margin (TTM)14%
SectorIndustrials
IndustryIndustrial - Machinery
CountryIE
Data as of2026-07-12
Moat score
55/ 100

Partial score covering 90% of segment weight.

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Eaton Corporation plc's moat claims, evidence, and risks.

View ETN analysis

Schneider Electric SE

SU.PA · Euronext Paris

Market cap (USD)$177B
Gross margin (TTM)42.1%
Operating margin (TTM)16.5%
Net margin (TTM)10.8%
SectorIndustrials
IndustryIndustrial - Machinery
CountryFR
Data as of2026-07-12
Moat score
82/ 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 Schneider Electric SE's moat claims, evidence, and risks.

View SU.PA analysis

Comparison highlights

  • Segment focus: Eaton Corporation plc has 4 segments (48.3% in Electrical Americas); Schneider Electric SE has 2 segments (82.4% in Energy Management).
  • Moat breadth: Eaton Corporation plc has 3 moat types across 1 domains; Schneider Electric SE has 3 across 2.

Primary market context

Eaton Corporation plc

Electrical Americas

Market

Electrical components, power distribution systems/assemblies, and related services (Americas)

Geography

North and South America

Customer

Industrial, commercial/institutional, utilities, residential, and IT/data center customers (end users and channel partners)

Role

Manufacturer + systems/assembly provider + service provider

Revenue share

48.3%

Schneider Electric SE

Energy Management

Market

Energy management and electrical distribution equipment, systems and services (low/medium voltage, building and data-center electrical infrastructure, secure power, grid and energy digitalization)

Geography

Global

Customer

Buildings, data centers, industrial sites, infrastructure owners/operators; channel partners (contractors, distributors, system integrators)

Role

Manufacturer + system integrator + digital/field services provider

Revenue share

82.4%

Side-by-side metrics

Eaton Corporation plc
Schneider Electric SE
Ticker / Exchange
ETN - New York Stock Exchange
SU.PA - Euronext Paris
Market cap (USD)
$162.2B
$177B
Gross margin (TTM)
36.9%
42.1%
Operating margin (TTM)
18.1%
16.5%
Net margin (TTM)
14%
10.8%
Sector
Industrials
Industrials
Industry
Industrial - Machinery
Industrial - Machinery
HQ country
IE
FR
Primary segment
Electrical Americas
Energy Management
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
55 / 100 (partial, 90% coverage)
82 / 100
Moat domains
Demand
Network, Demand
Last update
2026-07-12
2026-07-12

Moat coverage

Shared moat types

Installed Base Consumables

Eaton Corporation plc strengths

Design In QualificationLong Term Contracts

Schneider Electric SE strengths

Ecosystem ComplementsData Workflow Lockin

Segment mix

Eaton Corporation plc segments

Full profile >

Electrical Americas

Oligopoly

48.3%

Electrical Global

Oligopoly

26.1%

Aerospace

Oligopoly

15.3%

Mobility

Competitive

10.3%

Schneider Electric SE segments

Full profile >

Energy Management

Oligopoly

82.4%

Industrial Automation

Oligopoly

17.6%

Act on this comparison

Turn a two-stock debate into a systemSee the systematic rankings that surface stocks like ETN and SU.PA, with backtests and current holdings.

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.