VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Global Payments Inc. vs Sika AG

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

Global Payments Inc.

GPN · New York Stock Exchange

Market cap (USD)$18.8B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorFinancials
Industry
CountryUS
Data as of2026-01-10
Moat score
62/ 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 Global Payments Inc.'s moat claims, evidence, and risks.

View GPN analysis

Sika AG

SIKA · SIX Swiss Exchange

Market cap (USD)$33B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorMaterials
Industry
CountryCH
Data as of2026-01-11
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 Sika AG's moat claims, evidence, and risks.

View SIKA analysis

Comparison highlights

  • Moat score gap: Sika AG leads (69 / 100 vs 62 / 100 for Global Payments Inc.).
  • Segment focus: Global Payments Inc. has 2 segments (76.1% in Merchant Solutions); Sika AG has 2 segments (85.5% in Construction).
  • Moat breadth: Global Payments Inc. has 6 moat types across 4 domains; Sika AG has 6 across 3.

Primary market context

Global Payments Inc.

Merchant Solutions

Market

Merchant acquiring and integrated payments (card-present and e-commerce)

Geography

Global

Customer

Merchants (SMB to enterprise) and software platforms

Role

Acquirer and payment processor

Revenue share

76.1%

Sika AG

Construction

Market

Construction chemicals and building finishing systems (concrete admixtures, waterproofing, roofing, flooring, repair, sealants/adhesives)

Geography

Global

Customer

B2B: contractors, installers, distributors/building-material channels, ready-mix and concrete producers, asset owners

Role

Specialty chemicals manufacturer + system provider (specification + application support)

Revenue share

85.5%

Side-by-side metrics

Global Payments Inc.
Sika AG
Ticker / Exchange
GPN - New York Stock Exchange
SIKA - SIX Swiss Exchange
Market cap (USD)
$18.8B
$33B
Gross margin (TTM)
n/a
n/a
Operating margin (TTM)
n/a
n/a
Net margin (TTM)
n/a
n/a
Sector
Financials
Materials
Industry
n/a
n/a
HQ country
US
CH
Primary segment
Merchant Solutions
Construction
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
62 / 100
69 / 100
Moat domains
Network, Demand, Supply, Legal
Supply, Demand, Legal
Last update
2026-01-10
2026-01-11

Moat coverage

Shared moat types

Compliance Advantage

Global Payments Inc. strengths

Ecosystem ComplementsData Workflow LockinScale Economies Unit CostLong Term ContractsSwitching Costs General

Sika AG strengths

Physical Network DensityBrand TrustService Field NetworkCapex Knowhow ScaleDesign In Qualification

Segment mix

Global Payments Inc. segments

Full profile >

Merchant Solutions

Competitive

76.1%

Issuer Solutions

Oligopoly

24.6%

Sika AG segments

Full profile >

Construction

Competitive

85.5%

Automotive & Industry

Oligopoly

14.5%

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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Looking for expansion-stage stocks?

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.