VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Altria Group, Inc. vs SAP SE

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

Altria Group, Inc.

MO · New York Stock Exchange

Market cap (USD)
SectorConsumer
CountryUS
Data as of2025-12-30
Moat score
88/ 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 Altria Group, Inc.'s moat claims, evidence, and risks.

View MO 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: Altria Group, Inc. leads (88 / 100 vs 65 / 100 for SAP SE).
  • Segment focus: Altria Group, Inc. has 3 segments (88.3% in Smokeable Products); SAP SE has 2 segments (87.3% in Cloud and Software).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Altria Group, Inc. has 5 moat types across 3 domains; SAP SE has 6 across 3.

Primary market context

Altria Group, Inc.

Smokeable Products

Market

U.S. cigarettes and machine-made cigars

Geography

United States

Customer

Wholesalers/distributors and large retail organizations (serving adult tobacco consumers 21+)

Role

Manufacturer and brand owner

Revenue share

88.3%

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

Altria Group, Inc.
SAP SE
Ticker / Exchange
MO - New York Stock Exchange
SAP - XETRA
Market cap (USD)
n/a
$285.7B
Sector
Consumer
Technology
HQ country
US
DE
Primary segment
Smokeable Products
Cloud and Software
Market structure
Oligopoly
Oligopoly
Market share
45.9% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
88 / 100
65 / 100
Moat domains
Demand, Financial, Legal
Demand, Network, Legal
Last update
2025-12-30
2025-12-30

Moat coverage

Shared moat types

Brand TrustCompliance Advantage

Altria Group, Inc. strengths

Habit DefaultBenchmark Pricing PowerRegulated Standards Pipe

SAP SE strengths

Data Workflow LockinSuite BundlingEcosystem ComplementsLong Term Contracts

Segment mix

Altria Group, Inc. segments

Full profile >

Smokeable Products

Oligopoly

88.3%

Oral Tobacco Products

Oligopoly

11.6%

E-Vapor and New Products (NJOY, Horizon, R&D)

Competitive

0.2%

SAP SE segments

Full profile >

Cloud and Software

Oligopoly

87.3%

Services

Competitive

12.7%

Want the full wide moat stocks list?

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

View the moat stocks list

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.