VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

KKR & Co. Inc. vs Manhattan Associates, Inc.

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

KKR & Co. Inc.

KKR · New York Stock Exchange

Market cap (USD)$119.9B
Gross margin (TTM)19.5%
Operating margin (TTM)2.6%
Net margin (TTM)14.1%
SectorFinancials
IndustryAsset Management
CountryUS
Data as of2026-01-06
Moat score
67/ 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 KKR & Co. Inc.'s moat claims, evidence, and risks.

View KKR analysis

Manhattan Associates, Inc.

MANH · The Nasdaq Stock Market LLC

Market cap (USD)$10B
Gross margin (TTM)55.9%
Operating margin (TTM)25.9%
Net margin (TTM)20.3%
SectorTechnology
IndustrySoftware - Application
CountryUS
Data as of2025-12-28
Moat score
56/ 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 Manhattan Associates, Inc.'s moat claims, evidence, and risks.

View MANH analysis

Comparison highlights

  • Moat score gap: KKR & Co. Inc. leads (67 / 100 vs 56 / 100 for Manhattan Associates, Inc.).
  • Segment focus: KKR & Co. Inc. has 3 segments (52.3% in Asset Management); Manhattan Associates, Inc. has 4 segments (50.4% in Professional services (implementation, consulting, training)).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Weak.
  • Moat breadth: KKR & Co. Inc. has 7 moat types across 4 domains; Manhattan Associates, Inc. has 7 across 1.

Primary market context

KKR & Co. Inc.

Asset Management

Market

Alternative asset management (private equity, private credit, real assets, and related strategies)

Geography

Global

Customer

Institutional and wealth investors (LPs) allocating to private markets

Role

General partner / investment manager

Revenue share

52.3%

Manhattan Associates, Inc.

Professional services (implementation, consulting, training)

Market

Supply chain & omnichannel software implementation and consulting services

Geography

Global

Customer

Enterprises implementing or expanding supply chain/omnichannel systems

Role

Implementation and advisory services provider

Revenue share

50.4%

Side-by-side metrics

KKR & Co. Inc.
Manhattan Associates, Inc.
Ticker / Exchange
KKR - New York Stock Exchange
MANH - The Nasdaq Stock Market LLC
Market cap (USD)
$119.9B
$10B
Gross margin (TTM)
19.5%
55.9%
Operating margin (TTM)
2.6%
25.9%
Net margin (TTM)
14.1%
20.3%
Sector
Financials
Technology
Industry
Asset Management
Software - Application
HQ country
US
US
Primary segment
Asset Management
Professional services (implementation, consulting, training)
Market structure
Oligopoly
Competitive
Market share
3.5%-5% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
67 / 100
56 / 100
Moat domains
Demand, Supply, Financial, Legal
Demand
Last update
2026-01-06
2025-12-28

Moat coverage

Shared moat types

Long Term Contracts

KKR & Co. Inc. strengths

Brand TrustScale Economies Unit CostDeal sourcing and origination relationshipsFloat PrepaymentCompliance AdvantageCapital markets and exit execution capability

Manhattan Associates, Inc. strengths

Suite BundlingData Workflow LockinReputation ReviewsProcurement InertiaInstalled Base ConsumablesSwitching Costs General

Segment mix

KKR & Co. Inc. segments

Full profile >

Asset Management

Oligopoly

52.3%

Insurance

Competitive

46.5%

Strategic Holdings

Competitive

1.2%

Manhattan Associates, Inc. segments

Full profile >

Cloud subscriptions (Manhattan Active SaaS)

Oligopoly

32.4%

Professional services (implementation, consulting, training)

Competitive

50.4%

Maintenance and support (legacy perpetual licenses)

Monopoly

13.3%

Perpetual licenses and hardware

Competitive

4%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.