VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Moncler S.p.A. vs Visa Inc.

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

Visa Inc.

V · New York Stock Exchange

Market cap (USD)$686.5B
Gross margin (TTM)80.4%
Operating margin (TTM)60%
Net margin (TTM)50.1%
SectorFinancials
IndustryFinancial - Credit Services
CountryUS
Data as of2025-12-21
Moat score
77/ 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 Visa Inc.'s moat claims, evidence, and risks.

View V analysis

Comparison highlights

  • Moat score gap: Visa Inc. leads (77 / 100 vs 69 / 100 for Moncler S.p.A.).
  • Segment focus: Moncler S.p.A. has 2 segments (87.1% in Moncler brand); Visa Inc. has 4 segments (35.9% in Data processing revenue).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Strong vs n/a.
  • Moat breadth: Moncler S.p.A. has 3 moat types across 3 domains; Visa Inc. has 7 across 4.

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%

Visa Inc.

Data processing revenue

Market

Payment transaction processing (authorization, clearing and settlement) for VisaNet and related network access

Geography

Global

Customer

Issuers, acquirers, payment processors

Role

Network processor / switch (authorization, clearing, settlement)

Revenue share

35.9%

Side-by-side metrics

Moncler S.p.A.
Visa Inc.
Ticker / Exchange
MONC - Euronext Milan
V - New York Stock Exchange
Market cap (USD)
$14.8B
$686.5B
Gross margin (TTM)
76.4%
80.4%
Operating margin (TTM)
29.4%
60%
Net margin (TTM)
20.4%
50.1%
Sector
Consumer
Financials
Industry
Apparel - Manufacturers
Financial - Credit Services
HQ country
IT
US
Primary segment
Moncler brand
Data processing revenue
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
n/a
Moat score
69 / 100
77 / 100
Moat domains
Demand, Supply, Legal
Network, Demand, Supply, Legal
Last update
2026-01-05
2025-12-21

Moat coverage

Shared moat types

Brand Trust

Moncler S.p.A. strengths

Distribution ControlIP Choke Point

Visa Inc. strengths

Two Sided NetworkClearing SettlementCapex Knowhow ScaleCompliance AdvantageSuite BundlingData Workflow Lockin

Segment mix

Moncler S.p.A. segments

Full profile >

Moncler brand

Competitive

87.1%

Stone Island brand

Competitive

12.9%

Visa Inc. segments

Full profile >

Service revenue

Oligopoly

31.5%

Data processing revenue

Oligopoly

35.9%

International transaction revenue

Oligopoly

25.4%

Other revenue

Competitive

7.3%

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.