VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Moncler S.p.A. vs Veeva Systems 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

Veeva Systems Inc.

VEEV · New York Stock Exchange

Market cap (USD)$36.4B
Gross margin (TTM)75.7%
Operating margin (TTM)27.9%
Net margin (TTM)27.9%
SectorTechnology
IndustryMedical - Healthcare Information Services
CountryUS
Data as of2025-12-29
Moat score
82/ 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 Veeva Systems Inc.'s moat claims, evidence, and risks.

View VEEV analysis

Comparison highlights

  • Moat score gap: Veeva Systems Inc. leads (82 / 100 vs 69 / 100 for Moncler S.p.A.).
  • Segment focus: Moncler S.p.A. has 2 segments (87.1% in Moncler brand); Veeva Systems Inc. has 2 segments (53% in R&D Solutions).
  • Moat breadth: Moncler S.p.A. has 3 moat types across 3 domains; Veeva Systems Inc. has 4 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%

Veeva Systems Inc.

R&D Solutions

Market

Life sciences R&D, clinical, regulatory, safety, and quality cloud applications (Vault platform-based suites)

Geography

Global

Customer

Life sciences companies plus CROs and related regulated organizations

Role

Vertical SaaS platform owner

Revenue share

53%

Side-by-side metrics

Moncler S.p.A.
Veeva Systems Inc.
Ticker / Exchange
MONC - Euronext Milan
VEEV - New York Stock Exchange
Market cap (USD)
$14.8B
$36.4B
Gross margin (TTM)
76.4%
75.7%
Operating margin (TTM)
29.4%
27.9%
Net margin (TTM)
20.4%
27.9%
Sector
Consumer
Technology
Industry
Apparel - Manufacturers
Medical - Healthcare Information Services
HQ country
IT
US
Primary segment
Moncler brand
R&D Solutions
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
69 / 100
82 / 100
Moat domains
Demand, Supply, Legal
Demand, Legal, Network
Last update
2026-01-05
2025-12-29

Moat coverage

Shared moat types

No overlap yet.

Moncler S.p.A. strengths

Brand TrustDistribution ControlIP Choke Point

Veeva Systems Inc. strengths

Data Workflow LockinCompliance AdvantageEcosystem ComplementsSuite Bundling

Segment mix

Moncler S.p.A. segments

Full profile >

Moncler brand

Competitive

87.1%

Stone Island brand

Competitive

12.9%

Veeva Systems Inc. segments

Full profile >

Commercial Solutions

Oligopoly

47%

R&D Solutions

Competitive

53%

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.