VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 10, 2026

Stock Comparison

Eaton Corporation plc vs The Italian Sea Group S.p.A.

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)$126B
Gross margin (TTM)38.1%
Operating margin (TTM)19.4%
Net margin (TTM)14.7%
SectorIndustrials
IndustryIndustrial - Machinery
CountryIE
Data as of2025-12-31
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 Eaton Corporation plc's moat claims, evidence, and risks.

View ETN analysis

The Italian Sea Group S.p.A.

TISG · Euronext Milan (Borsa Italiana)

Market cap (USD)$241.7M
Gross margin (TTM)70.9%
Operating margin (TTM)12.1%
Net margin (TTM)3.8%
SectorConsumer
IndustryLeisure
CountryIT
Data as of2026-01-08
Moat score
61/ 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 The Italian Sea Group S.p.A.'s moat claims, evidence, and risks.

View TISG analysis

Comparison highlights

  • Moat score gap: Eaton Corporation plc leads (66 / 100 vs 61 / 100 for The Italian Sea Group S.p.A.).
  • Segment focus: Eaton Corporation plc has 5 segments (46% in Electrical Americas); The Italian Sea Group S.p.A. has 2 segments (89.7% in Shipbuilding).
  • Moat breadth: Eaton Corporation plc has 7 moat types across 3 domains; The Italian Sea Group S.p.A. has 5 across 3.

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

46%

The Italian Sea Group S.p.A.

Shipbuilding

Market

Luxury yacht and superyacht shipbuilding (motor and sailing, 24m+ projects under construction/contract)

Geography

Global

Customer

Ultra-high-net-worth individuals (owners) and yacht brokers; occasional fleet/charter buyers

Role

Designer/shipyard (OEM) and brand owner

Revenue share

89.7%

Side-by-side metrics

Eaton Corporation plc
The Italian Sea Group S.p.A.
Ticker / Exchange
ETN - New York Stock Exchange
TISG - Euronext Milan (Borsa Italiana)
Market cap (USD)
$126B
$241.7M
Gross margin (TTM)
38.1%
70.9%
Operating margin (TTM)
19.4%
12.1%
Net margin (TTM)
14.7%
3.8%
Sector
Industrials
Consumer
Industry
Industrial - Machinery
Leisure
HQ country
IE
IT
Primary segment
Electrical Americas
Shipbuilding
Market structure
Oligopoly
Oligopoly
Market share
n/a
1.8%-2.2% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
66 / 100
61 / 100
Moat domains
Supply, Demand, Legal
Demand, Supply, Legal
Last update
2025-12-31
2026-01-08

Moat coverage

Shared moat types

Long Term Contracts

Eaton Corporation plc strengths

Distribution ControlScope EconomiesDesign In QualificationCompliance AdvantageInstalled Base ConsumablesService Field Network

The Italian Sea Group S.p.A. strengths

Brand TrustSupply Chain ControlConcession LicenseOperational Excellence

Segment mix

Eaton Corporation plc segments

Full profile >

Electrical Americas

Oligopoly

46%

Electrical Global

Oligopoly

25.1%

Aerospace

Oligopoly

15%

Vehicle

Competitive

11.2%

eMobility

Competitive

2.7%

The Italian Sea Group S.p.A. segments

Full profile >

Shipbuilding

Oligopoly

89.7%

Refit

Competitive

10.3%

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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.