VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Mondelez International, Inc. vs SAP SE

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

Mondelez International, Inc.

MDLZ · Nasdaq Global Select Market

Market cap (USD)$70.1B
SectorConsumer
CountryUS
Data as of2025-12-23
Moat score
66/ 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 Mondelez International, Inc.'s moat claims, evidence, and risks.

View MDLZ 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: Mondelez International, Inc. leads (66 / 100 vs 65 / 100 for SAP SE).
  • Segment focus: Mondelez International, Inc. has 5 segments (48.9% in Biscuits & Baked Snacks); SAP SE has 2 segments (87.3% in Cloud and Software).
  • Moat breadth: Mondelez International, Inc. has 4 moat types across 3 domains; SAP SE has 6 across 3.

Primary market context

Mondelez International, Inc.

Biscuits & Baked Snacks

Market

Branded biscuits, cookies, crackers and baked snacks

Geography

Global

Customer

Consumer (via retail and e-commerce)

Role

Branded manufacturer

Revenue share

48.9%

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

Mondelez International, Inc.
SAP SE
Ticker / Exchange
MDLZ - Nasdaq Global Select Market
SAP - XETRA
Market cap (USD)
$70.1B
$285.7B
Sector
Consumer
Technology
HQ country
US
DE
Primary segment
Biscuits & Baked Snacks
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
66 / 100
65 / 100
Moat domains
Demand, Supply, Legal
Demand, Network, Legal
Last update
2025-12-23
2025-12-30

Moat coverage

Shared moat types

Brand Trust

Mondelez International, Inc. strengths

Distribution ControlIP Choke PointSupply Chain Control

SAP SE strengths

Data Workflow LockinSuite BundlingEcosystem ComplementsLong Term ContractsCompliance Advantage

Segment mix

Mondelez International, Inc. segments

Full profile >

Biscuits & Baked Snacks

Oligopoly

48.9%

Chocolate

Oligopoly

30.9%

Gum & Candy

Oligopoly

11.1%

Beverages

Competitive

3%

Cheese & Grocery

Competitive

6.2%

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.