VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Thursday, January 1, 2026
Stock Comparison
Thales S.A. vs Schneider Electric SE
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Thales S.A.
HO · Euronext Paris
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Schneider Electric SE
SU.PA · Euronext Paris
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 analysisComparison highlights
- Moat score gap: Thales S.A. leads (73 / 100 vs 72 / 100 for Schneider Electric SE).
- Segment focus: Thales S.A. has 3 segments (53.3% in Defence); Schneider Electric SE has 2 segments (81.6% in Energy Management).
- Moat breadth: Thales S.A. has 8 moat types across 3 domains; Schneider Electric SE has 5 across 3.
Primary market context
Thales S.A.
Defence
Defense electronics, secure communications, and mission systems
Global
Government / defence ministries, armed forces, security forces
Prime contractor and system integrator; OEM of defence electronics
53.3%
Schneider Electric SE
Energy Management
Energy management and electrical distribution equipment, systems and services (low/medium voltage, building and data-center electrical infrastructure, secure power, grid and energy digitalization)
Global
Buildings, data centers, industrial sites, infrastructure owners/operators; channel partners (contractors, distributors, system integrators)
Manufacturer + system integrator + digital/field services provider
81.6%
Side-by-side metrics
Moat coverage
Shared moat types
Thales S.A. strengths
Schneider Electric SE strengths
Segment mix
Thales S.A. segments
Full profile >Defence
Oligopoly
Aerospace
Oligopoly
Cyber & Digital
Competitive
Schneider Electric SE segments
Full profile >Energy Management
Oligopoly
Industrial Automation
Oligopoly
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View the moat stocks listCuration & 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.