VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Marriott International, Inc. vs Sea Limited

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

Marriott International, Inc.

MAR · NASDAQ

Market cap (USD)$83.5B
Gross margin (TTM)21.7%
Operating margin (TTM)15.9%
Net margin (TTM)10.1%
SectorConsumer
IndustryTravel Lodging
CountryUS
Data as of2026-01-01
Moat score
72/ 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 Marriott International, Inc.'s moat claims, evidence, and risks.

View MAR 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: Marriott International, Inc. leads (72 / 100 vs 69 / 100 for Sea Limited).
  • Segment focus: Marriott International, Inc. has 2 segments; Sea Limited has 3 segments (73.8% in Shopee (E-commerce)).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Marriott International, Inc. has 4 moat types across 3 domains; Sea Limited has 6 across 3.

Primary market context

Marriott International, Inc.

U.S. & Canada Lodging Platform

Market

Branded hotel franchising & management platform (including loyalty and reservation systems)

Geography

U.S. & Canada

Customer

Two-sided: travelers (guests) and hotel owners (franchisees/owners of managed properties)

Role

Brand owner / franchisor / manager; operator of reservation, loyalty, and marketing systems

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

Marriott International, Inc.
Sea Limited
Ticker / Exchange
MAR - NASDAQ
SE - New York Stock Exchange
Market cap (USD)
$83.5B
$82.8B
Gross margin (TTM)
21.7%
44.9%
Operating margin (TTM)
15.9%
8.2%
Net margin (TTM)
10.1%
6.8%
Sector
Consumer
Consumer
Industry
Travel Lodging
Specialty Retail
HQ country
US
SG
Primary segment
U.S. & Canada Lodging Platform
Shopee (E-commerce)
Market structure
Competitive
Oligopoly
Market share
16%-18% (reported)
52% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
72 / 100
69 / 100
Moat domains
Demand, Network, Supply
Network, Supply, Legal
Last update
2026-01-01
2026-01-06

Moat coverage

Shared moat types

Two Sided NetworkDistribution Control

Marriott International, Inc. strengths

Brand TrustLong Term Contracts

Sea Limited strengths

Ecosystem ComplementsRegulated Standards PipeDirect Network EffectsContractual Exclusivity

Segment mix

Marriott International, Inc. segments

Full profile >

U.S. & Canada Lodging Platform

Competitive

n/a

International Lodging Platform

Competitive

n/a

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

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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.