VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

Intel Corporation vs Microsoft Corporation

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

Intel Corporation

INTC · Nasdaq Global Select Market

Market cap (USD)$607B
Gross margin (TTM)35.4%
Operating margin (TTM)-9.5%
Net margin (TTM)-5.9%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2026-05-26
Moat score
78/ 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 Intel Corporation's moat claims, evidence, and risks.

View INTC analysis

Microsoft Corporation

MSFT · Nasdaq Global Select Market

Market cap (USD)$3.1T
Gross margin (TTM)68.3%
Operating margin (TTM)46.8%
Net margin (TTM)39.3%
SectorTechnology
IndustrySoftware - Infrastructure
CountryUS
Data as of2026-05-26
Moat score
84/ 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 Microsoft Corporation's moat claims, evidence, and risks.

View MSFT analysis

Comparison highlights

  • Moat score gap: Microsoft Corporation leads (84 / 100 vs 78 / 100 for Intel Corporation).
  • Segment focus: Intel Corporation has 4 segments (56.9% in Client Computing Group); Microsoft Corporation has 3 segments (42.2% in Productivity and Business Processes).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Intel Corporation has 9 moat types across 4 domains; Microsoft Corporation has 9 across 4.

Primary market context

Intel Corporation

Client Computing Group

Market

Global client CPU, APU and PC platform processors, primarily x86 desktops, notebooks, AI PCs and edge PCs

Geography

Global

Customer

PC OEMs, ODMs, distributors, enterprises, governments, education buyers and consumers

Role

Processor platform designer, brand owner and internal-foundry anchor customer

Revenue share

56.9%

Microsoft Corporation

Productivity and Business Processes

Market

Enterprise productivity & collaboration suites, business applications, and professional network platforms

Geography

Global

Customer

Enterprises, SMBs, consumers, recruiters/advertisers

Role

SaaS platform + professional network

Revenue share

42.2%

Side-by-side metrics

Intel Corporation
Microsoft Corporation
Ticker / Exchange
INTC - Nasdaq Global Select Market
MSFT - Nasdaq Global Select Market
Market cap (USD)
$607B
$3.1T
Gross margin (TTM)
35.4%
68.3%
Operating margin (TTM)
-9.5%
46.8%
Net margin (TTM)
-5.9%
39.3%
Sector
Technology
Technology
Industry
Semiconductors
Software - Infrastructure
HQ country
US
US
Primary segment
Client Computing Group
Productivity and Business Processes
Market structure
Duopoly
Oligopoly
Market share
68.6%-70.4% (estimated)
n/a
HHI estimate
5,832
n/a
Pricing power
Moderate
Strong
Moat score
78 / 100
84 / 100
Moat domains
Network, Demand, Supply, Legal
Demand, Network, Supply, Legal
Last update
2026-05-26
2026-05-26

Moat coverage

Shared moat types

Capex Knowhow Scale

Intel Corporation strengths

De Facto StandardProcurement InertiaBrand TrustDesign In QualificationInteroperability HubSupply Chain ControlGovernment Contracting RelationshipsData Network Effects

Microsoft Corporation strengths

Suite BundlingData Workflow LockinLong Term ContractsTwo Sided NetworkEcosystem ComplementsOperational ExcellenceDefault OS GatewayContent Rights Currency

Segment mix

Intel Corporation segments

Full profile >

Client Computing Group

Duopoly

56.9%

Data Center and AI

Oligopoly

37.2%

Intel Foundry

Oligopoly

1.3%

Mobileye and Other

Oligopoly

4.6%

Microsoft Corporation segments

Full profile >

Productivity and Business Processes

Oligopoly

42.2%

Intelligent Cloud

Oligopoly

40.7%

More Personal Computing

Quasi-Monopoly

17%

Want the full wide moat stocks list?

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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.