VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 10, 2026

Stock Comparison

Floor & Decor Holdings, Inc. vs Sea Limited

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

Floor & Decor Holdings, Inc.

FND · New York Stock Exchange

Market cap (USD)$7.8B
Gross margin (TTM)42.4%
Operating margin (TTM)6.1%
Net margin (TTM)4.7%
SectorConsumer
IndustryHome Improvement
CountryUS
Data as of2026-01-08
Moat score
55/ 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 Floor & Decor Holdings, Inc.'s moat claims, evidence, and risks.

View FND analysis

Sea Limited

SE · New York Stock Exchange

Market cap (USD)$79B
Gross margin (TTM)44.9%
Operating margin (TTM)8.2%
Net margin (TTM)6.8%
SectorConsumer
IndustrySpecialty Retail
CountrySG
Data as of2026-01-06
Moat score
69/ 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 Sea Limited's moat claims, evidence, and risks.

View SE analysis

Comparison highlights

  • Moat score gap: Sea Limited leads (69 / 100 vs 55 / 100 for Floor & Decor Holdings, Inc.).
  • Segment focus: Floor & Decor Holdings, Inc. has 2 segments (95% in Floor & Decor Retail); Sea Limited has 3 segments (73.8% in Shopee (E-commerce)).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: Floor & Decor Holdings, Inc. has 6 moat types across 2 domains; Sea Limited has 6 across 3.

Primary market context

Floor & Decor Holdings, Inc.

Floor & Decor Retail

Market

U.S. retail hard-surface flooring and accessories

Geography

United States

Customer

Homeowners (DIY/BIY) and professional installers (Pros)

Role

Specialty retailer (warehouse-format stores + e-commerce)

Revenue share

95%

Sea Limited

Shopee (E-commerce)

Market

E-commerce marketplace and related value-added services

Geography

Southeast Asia, Taiwan, Brazil

Customer

Consumers and sellers

Role

Marketplace operator

Revenue share

73.8%

Side-by-side metrics

Floor & Decor Holdings, Inc.
Sea Limited
Ticker / Exchange
FND - New York Stock Exchange
SE - New York Stock Exchange
Market cap (USD)
$7.8B
$79B
Gross margin (TTM)
42.4%
44.9%
Operating margin (TTM)
6.1%
8.2%
Net margin (TTM)
4.7%
6.8%
Sector
Consumer
Consumer
Industry
Home Improvement
Specialty Retail
HQ country
US
SG
Primary segment
Floor & Decor Retail
Shopee (E-commerce)
Market structure
Competitive
Oligopoly
Market share
9%-11% (reported)
52% (reported)
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
55 / 100
69 / 100
Moat domains
Supply, Demand
Network, Supply, Legal
Last update
2026-01-08
2026-01-06

Moat coverage

Shared moat types

Distribution Control

Floor & Decor Holdings, Inc. strengths

Scale Economies Unit CostScope EconomiesBrand TrustProcurement InertiaOperational Excellence

Sea Limited strengths

Two Sided NetworkEcosystem ComplementsRegulated Standards PipeDirect Network EffectsContractual Exclusivity

Segment mix

Floor & Decor Holdings, Inc. segments

Full profile >

Floor & Decor Retail

Competitive

95%

Spartan (Commercial surfaces)

Competitive

5%

Sea Limited segments

Full profile >

Shopee (E-commerce)

Oligopoly

73.8%

SeaMoney (Digital Financial Services)

Competitive

14.1%

Garena (Digital Entertainment)

Competitive

11.4%

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.