VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Masco Corporation vs SAP SE

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

Masco Corporation

MAS · New York Stock Exchange

Market cap (USD)$13.5B
SectorIndustrials
CountryUS
Data as of2025-12-26
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 Masco Corporation's moat claims, evidence, and risks.

View MAS 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: Masco Corporation leads (72 / 100 vs 65 / 100 for SAP SE).
  • Segment focus: Masco Corporation has 2 segments (62% in Plumbing Products); SAP SE has 2 segments (87.3% in Cloud and Software).
  • Moat breadth: Masco Corporation has 3 moat types across 3 domains; SAP SE has 6 across 3.

Primary market context

Masco Corporation

Plumbing Products

Market

Residential plumbing fixtures and fittings (faucets, showers, valves, bath hardware, sinks) and plumbing components

Geography

North America and Europe

Customer

Home center retailers, wholesalers/distributors and online retailers; end users include plumbers, contractors, remodelers, homebuilders and consumers

Role

Branded manufacturer

Revenue share

62%

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

Masco Corporation
SAP SE
Ticker / Exchange
MAS - New York Stock Exchange
SAP - XETRA
Market cap (USD)
$13.5B
$285.7B
Sector
Industrials
Technology
HQ country
US
DE
Primary segment
Plumbing Products
Cloud and Software
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
72 / 100
65 / 100
Moat domains
Demand, Supply, Legal
Demand, Network, Legal
Last update
2025-12-26
2025-12-30

Moat coverage

Shared moat types

Brand Trust

Masco Corporation strengths

Scope EconomiesContractual Exclusivity

SAP SE strengths

Data Workflow LockinSuite BundlingEcosystem ComplementsLong Term ContractsCompliance Advantage

Segment mix

Masco Corporation segments

Full profile >

Plumbing Products

Oligopoly

62%

Decorative Architectural Products

Oligopoly

38%

SAP SE segments

Full profile >

Cloud and Software

Oligopoly

87.3%

Services

Competitive

12.7%

Want the full wide moat stocks list?

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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.