VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Intuit Inc. vs Sea Limited

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

Intuit Inc.

INTU · NASDAQ

Market cap (USD)$176.5B
Gross margin (TTM)80.8%
Operating margin (TTM)26.7%
Net margin (TTM)21.2%
SectorTechnology
IndustrySoftware - Application
CountryUS
Data as of2025-12-30
Moat score
76/ 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 Intuit Inc.'s moat claims, evidence, and risks.

View INTU analysis

Sea Limited

SE · New York Stock Exchange

Market cap (USD)$82.8B
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: Intuit Inc. leads (76 / 100 vs 69 / 100 for Sea Limited).
  • Segment focus: Intuit Inc. has 4 segments (58.8% in Global Business Solutions); Sea Limited has 3 segments (73.8% in Shopee (E-commerce)).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Intuit Inc. has 8 moat types across 4 domains; Sea Limited has 6 across 3.

Primary market context

Intuit Inc.

Global Business Solutions

Market

Small and mid-market business financial management, payroll, payments/capital, and marketing automation software (QuickBooks ecosystem + Mailchimp)

Geography

Global

Customer

Small businesses, mid-market businesses, and accounting/bookkeeping professionals

Role

SaaS platform operator and payments/embedded-finance enabler

Revenue share

58.8%

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

Intuit Inc.
Sea Limited
Ticker / Exchange
INTU - NASDAQ
SE - New York Stock Exchange
Market cap (USD)
$176.5B
$82.8B
Gross margin (TTM)
80.8%
44.9%
Operating margin (TTM)
26.7%
8.2%
Net margin (TTM)
21.2%
6.8%
Sector
Technology
Consumer
Industry
Software - Application
Specialty Retail
HQ country
US
SG
Primary segment
Global Business Solutions
Shopee (E-commerce)
Market structure
Oligopoly
Oligopoly
Market share
n/a
52% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
76 / 100
69 / 100
Moat domains
Demand, Network, Supply, Legal
Network, Supply, Legal
Last update
2025-12-30
2026-01-06

Moat coverage

Shared moat types

Ecosystem ComplementsDistribution ControlTwo Sided Network

Intuit Inc. strengths

Suite BundlingData Workflow LockinBrand TrustCompliance AdvantageData Network Effects

Sea Limited strengths

Regulated Standards PipeDirect Network EffectsContractual Exclusivity

Segment mix

Intuit Inc. segments

Full profile >

Global Business Solutions

Oligopoly

58.8%

Consumer

Oligopoly

25.9%

Credit Karma

Competitive

12%

ProTax

Oligopoly

3.3%

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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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.