VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Tuesday, December 30, 2025

Wide Moat Stocks Home My Collections

Stock Comparison

James Hardie Industries plc vs SAP SE

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

James Hardie Industries plc

JHX · ASX

Market cap (USD)—
SectorMaterials
CountryIE
Data as of2025-12-28
Moat score
74/ 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 James Hardie Industries plc's moat claims, evidence, and risks.

View JHX analysis

SAP SE

SAP · XETRA

Market cap (USD)$285.7B
SectorTechnology
CountryDE
Data as of2025-12-30
Moat score
65/ 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 SAP SE's moat claims, evidence, and risks.

View SAP analysis

Comparison highlights

  • Moat score gap: James Hardie Industries plc leads (74 / 100 vs 65 / 100 for SAP SE).
  • Segment focus: James Hardie Industries plc has 4 segments (64.2% in Siding & Trim); SAP SE has 2 segments (87.3% in Cloud and Software).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: James Hardie Industries plc has 5 moat types across 2 domains; SAP SE has 6 across 3.

Primary market context

James Hardie Industries plc

Siding & Trim

Market

North American fiber cement exterior siding & trim (plus related exterior products)

Geography

North America (primarily U.S. and Canada)

Customer

Homebuilders, contractors, remodelers, dealers/distributors, and retailers

Role

Manufacturer / branded building-products supplier

Revenue share

64.2%

SAP SE

Cloud and Software

Market

Enterprise application software suites and cloud subscriptions (ERP-centric) plus platform services

Geography

Global

Customer

Large enterprises and upper mid-market

Role

Software vendor (SaaS + on-prem support + platform)

Revenue share

87.3%

Side-by-side metrics

James Hardie Industries plc
SAP SE
Ticker / Exchange
JHX - ASX
SAP - XETRA
Market cap (USD)
n/a
$285.7B
Sector
Materials
Technology
HQ country
IE
DE
Primary segment
Siding & Trim
Cloud and Software
Market structure
Quasi-Monopoly
Oligopoly
Market share
88%-92% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
74 / 100
65 / 100
Moat domains
Supply, Demand
Demand, Network, Legal
Last update
2025-12-28
2025-12-30

Moat coverage

Shared moat types

Brand TrustLong Term Contracts

James Hardie Industries plc strengths

Capex Knowhow ScaleOperational ExcellenceDistribution Control

SAP SE strengths

Data Workflow LockinSuite BundlingEcosystem ComplementsCompliance Advantage

Segment mix

James Hardie Industries plc segments

Full profile >

Siding & Trim

Quasi-Monopoly

64.2%

Deck, Rail & Accessories

Oligopoly

11.7%

Australia & New Zealand

Oligopoly

11.6%

Europe

Competitive

12.5%

SAP SE segments

Full profile >

Cloud and Software

Oligopoly

87.3%

Services

Competitive

12.7%

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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.