VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Legrand S.A. vs The Italian Sea Group S.p.A.

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

Legrand S.A.

LR · Euronext Paris

Market cap (USD)$33.2B
Gross margin (TTM)51.1%
Operating margin (TTM)19.5%
Net margin (TTM)13%
SectorIndustrials
IndustryElectrical Equipment & Parts
CountryFR
Data as of2026-01-02
Moat score
68/ 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 Legrand S.A.'s moat claims, evidence, and risks.

View LR analysis

The Italian Sea Group S.p.A.

TISG · Euronext Milan (Borsa Italiana)

Market cap (USD)$241.7M
Gross margin (TTM)70.9%
Operating margin (TTM)12.1%
Net margin (TTM)3.8%
SectorConsumer
IndustryLeisure
CountryIT
Data as of2026-01-08
Moat score
61/ 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 The Italian Sea Group S.p.A.'s moat claims, evidence, and risks.

View TISG analysis

Comparison highlights

  • Moat score gap: Legrand S.A. leads (68 / 100 vs 61 / 100 for The Italian Sea Group S.p.A.).
  • Segment focus: Legrand S.A. has 2 segments (80% in Building electrical & digital infrastructure (non-datacenter)); The Italian Sea Group S.p.A. has 2 segments (89.7% in Shipbuilding).
  • Moat breadth: Legrand S.A. has 4 moat types across 3 domains; The Italian Sea Group S.p.A. has 5 across 3.

Primary market context

Legrand S.A.

Building electrical & digital infrastructure (non-datacenter)

Market

Low-voltage electrical and digital building infrastructure (wiring devices, energy distribution, cable management, building controls)

Geography

Global (strong Europe & North America footprint)

Customer

Professional installers/electricians, electrical wholesalers, OEM/contractors; end-users in residential & commercial buildings

Role

Manufacturer + brand owner; channel-driven distribution

Revenue share

80%

The Italian Sea Group S.p.A.

Shipbuilding

Market

Luxury yacht and superyacht shipbuilding (motor and sailing, 24m+ projects under construction/contract)

Geography

Global

Customer

Ultra-high-net-worth individuals (owners) and yacht brokers; occasional fleet/charter buyers

Role

Designer/shipyard (OEM) and brand owner

Revenue share

89.7%

Side-by-side metrics

Legrand S.A.
The Italian Sea Group S.p.A.
Ticker / Exchange
LR - Euronext Paris
TISG - Euronext Milan (Borsa Italiana)
Market cap (USD)
$33.2B
$241.7M
Gross margin (TTM)
51.1%
70.9%
Operating margin (TTM)
19.5%
12.1%
Net margin (TTM)
13%
3.8%
Sector
Industrials
Consumer
Industry
Electrical Equipment & Parts
Leisure
HQ country
FR
IT
Primary segment
Building electrical & digital infrastructure (non-datacenter)
Shipbuilding
Market structure
Oligopoly
Oligopoly
Market share
n/a
1.8%-2.2% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
68 / 100
61 / 100
Moat domains
Legal, Supply, Demand
Demand, Supply, Legal
Last update
2026-01-02
2026-01-08

Moat coverage

Shared moat types

Brand Trust

Legrand S.A. strengths

Compliance AdvantageScope EconomiesDesign In Qualification

The Italian Sea Group S.p.A. strengths

Supply Chain ControlConcession LicenseLong Term ContractsOperational Excellence

Segment mix

Legrand S.A. segments

Full profile >

Building electrical & digital infrastructure (non-datacenter)

Oligopoly

80%

Datacenter infrastructure

Oligopoly

20%

The Italian Sea Group S.p.A. segments

Full profile >

Shipbuilding

Oligopoly

89.7%

Refit

Competitive

10.3%

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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.