VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Moncler S.p.A. vs Prosus N.V.

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

Moncler S.p.A.

MONC · Euronext Milan

Market cap (USD)$14.8B
Gross margin (TTM)76.4%
Operating margin (TTM)29.4%
Net margin (TTM)20.4%
SectorConsumer
IndustryApparel - Manufacturers
CountryIT
Data as of2026-01-05
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 Moncler S.p.A.'s moat claims, evidence, and risks.

View MONC analysis

Prosus N.V.

PRX · Euronext Amsterdam

Market cap (USD)$122.1B
Gross margin (TTM)42.1%
Operating margin (TTM)1.8%
Net margin (TTM)167.8%
SectorTechnology
IndustryInternet Content & Information
CountryNL
Data as of2025-12-28
Moat score
49/ 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 Prosus N.V.'s moat claims, evidence, and risks.

View PRX analysis

Comparison highlights

  • Moat score gap: Moncler S.p.A. leads (69 / 100 vs 49 / 100 for Prosus N.V.).
  • Segment focus: Moncler S.p.A. has 2 segments (87.1% in Moncler brand); Prosus N.V. has 5 segments (40.3% in Etail (eMAG marketplace + fulfillment)).
  • Primary market structure: Competitive vs Competitive. Pricing power: Strong vs Weak.
  • Moat breadth: Moncler S.p.A. has 3 moat types across 3 domains; Prosus N.V. has 7 across 3.

Primary market context

Moncler S.p.A.

Moncler brand

Market

Luxury outerwear and apparel (down jackets, ready-to-wear, accessories)

Geography

Global

Customer

Consumers

Role

Branded apparel company (design/marketing; DTC + wholesale distribution)

Revenue share

87.1%

Prosus N.V.

Etail (eMAG marketplace + fulfillment)

Market

Online retail marketplace and fulfillment in Central & Eastern Europe

Geography

Romania, Hungary and other CEE markets

Customer

Consumers; marketplace sellers; brands

Role

Marketplace + first-party retail + logistics

Revenue share

40.3%

Side-by-side metrics

Moncler S.p.A.
Prosus N.V.
Ticker / Exchange
MONC - Euronext Milan
PRX - Euronext Amsterdam
Market cap (USD)
$14.8B
$122.1B
Gross margin (TTM)
76.4%
42.1%
Operating margin (TTM)
29.4%
1.8%
Net margin (TTM)
20.4%
167.8%
Sector
Consumer
Technology
Industry
Apparel - Manufacturers
Internet Content & Information
HQ country
IT
NL
Primary segment
Moncler brand
Etail (eMAG marketplace + fulfillment)
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Weak
Moat score
69 / 100
49 / 100
Moat domains
Demand, Supply, Legal
Network, Supply, Demand
Last update
2026-01-05
2025-12-28

Moat coverage

Shared moat types

Brand Trust

Moncler S.p.A. strengths

Distribution ControlIP Choke Point

Prosus N.V. strengths

Two Sided NetworkPhysical Network DensityHabit DefaultDesign In QualificationScale Economies Unit CostScope Economies

Segment mix

Moncler S.p.A. segments

Full profile >

Moncler brand

Competitive

87.1%

Stone Island brand

Competitive

12.9%

Prosus N.V. segments

Full profile >

Food Delivery (iFood ecosystem + delivery investments)

Oligopoly

21%

Classifieds (OLX Group)

Oligopoly

12.7%

Payments & Fintech (PayU, Iyzico)

Competitive

21%

Etail (eMAG marketplace + fulfillment)

Competitive

40.3%

Ecosystem & Other ecommerce (cross-portfolio synergies, ventures)

Competitive

5%

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.