VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, January 5, 2026

Stock Comparison

Legrand S.A. vs Workday, Inc.

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)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
Industry
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

Workday, Inc.

WDAY · NASDAQ

Market cap (USD)$54.7B
Gross margin (TTM)75.6%
Operating margin (TTM)6.7%
Net margin (TTM)7%
SectorTechnology
IndustrySoftware - Application
CountryUS
Data as of2025-12-23
Moat score
71/ 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 Workday, Inc.'s moat claims, evidence, and risks.

View WDAY analysis

Comparison highlights

  • Moat score gap: Workday, Inc. leads (71 / 100 vs 68 / 100 for Legrand S.A.).
  • Segment focus: Legrand S.A. has 2 segments (80% in Building electrical & digital infrastructure (non-datacenter)); Workday, Inc. has 2 segments (91.4% in Subscription services (Workday cloud applications + platform)).
  • Moat breadth: Legrand S.A. has 4 moat types across 3 domains; Workday, Inc. has 5 across 2.

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%

Workday, Inc.

Subscription services (Workday cloud applications + platform)

Market

Enterprise cloud applications for managing people and money (HCM, financial management, spend, planning & analytics)

Geography

Global

Customer

Medium to large organizations (including higher education and government)

Role

SaaS application vendor and extensible platform provider

Revenue share

91.4%

Side-by-side metrics

Legrand S.A.
Workday, Inc.
Ticker / Exchange
LR - Euronext Paris
WDAY - NASDAQ
Market cap (USD)
n/a
$54.7B
Gross margin (TTM)
n/a
75.6%
Operating margin (TTM)
n/a
6.7%
Net margin (TTM)
n/a
7%
Sector
Industrials
Technology
Industry
n/a
Software - Application
HQ country
FR
US
Primary segment
Building electrical & digital infrastructure (non-datacenter)
Subscription services (Workday cloud applications + platform)
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
68 / 100
71 / 100
Moat domains
Legal, Supply, Demand
Demand, Network
Last update
2026-01-02
2025-12-23

Moat coverage

Shared moat types

No overlap yet.

Legrand S.A. strengths

Compliance AdvantageScope EconomiesBrand TrustDesign In Qualification

Workday, Inc. strengths

Training Org Change CostsData Workflow LockinSuite BundlingEcosystem ComplementsWorkday implementation expertise

Segment mix

Legrand S.A. segments

Full profile >

Building electrical & digital infrastructure (non-datacenter)

Oligopoly

80%

Datacenter infrastructure

Oligopoly

20%

Workday, Inc. segments

Full profile >

Subscription services (Workday cloud applications + platform)

Oligopoly

91.4%

Professional services (deployment, optimization, training)

Competitive

8.6%

Want the full wide moat stocks list?

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

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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.