VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

MSCI Inc. vs The Charles Schwab Corporation

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

MSCI Inc.

MSCI · New York Stock Exchange

Market cap (USD)$40.9B
Gross margin (TTM)82.4%
Operating margin (TTM)54.7%
Net margin (TTM)38.4%
SectorFinancials
IndustryFinancial - Data & Stock Exchanges
CountryUS
Data as of2025-12-28
Moat score
76/ 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 MSCI Inc.'s moat claims, evidence, and risks.

View MSCI analysis

The Charles Schwab Corporation

SCHW · New York Stock Exchange

Market cap (USD)$170.7B
Gross margin (TTM)84.7%
Operating margin (TTM)43.3%
Net margin (TTM)32%
SectorFinancials
IndustryFinancial - Capital Markets
CountryUS
Data as of2025-12-26
Moat score
74/ 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 The Charles Schwab Corporation's moat claims, evidence, and risks.

View SCHW analysis

Comparison highlights

  • Moat score gap: MSCI Inc. leads (76 / 100 vs 74 / 100 for The Charles Schwab Corporation).
  • Segment focus: MSCI Inc. has 4 segments (55.9% in Index); The Charles Schwab Corporation has 2 segments (79.4% in Investor Services).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Weak.
  • Moat breadth: MSCI Inc. has 4 moat types across 3 domains; The Charles Schwab Corporation has 7 across 4.

Primary market context

MSCI Inc.

Index

Market

Investment indexes and index licensing

Geography

Global

Customer

Institutional investors and asset managers

Role

Index provider / benchmark administrator

Revenue share

55.9%

The Charles Schwab Corporation

Investor Services

Market

U.S. retail brokerage, self-directed investing, and wealth management platforms

Geography

United States

Customer

Retail investors, employers, retirement plan sponsors

Role

Broker-dealer + bank + wealth manager platform

Revenue share

79.4%

Side-by-side metrics

MSCI Inc.
The Charles Schwab Corporation
Ticker / Exchange
MSCI - New York Stock Exchange
SCHW - New York Stock Exchange
Market cap (USD)
$40.9B
$170.7B
Gross margin (TTM)
82.4%
84.7%
Operating margin (TTM)
54.7%
43.3%
Net margin (TTM)
38.4%
32%
Sector
Financials
Financials
Industry
Financial - Data & Stock Exchanges
Financial - Capital Markets
HQ country
US
US
Primary segment
Index
Investor Services
Market structure
Oligopoly
Oligopoly
Market share
23%-27% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Weak
Moat score
76 / 100
74 / 100
Moat domains
Network, Demand, Legal
Supply, Demand, Financial, Network
Last update
2025-12-28
2025-12-26

Moat coverage

Shared moat types

Data Workflow Lockin

MSCI Inc. strengths

De Facto StandardSwitching Costs GeneralCompliance Advantage

The Charles Schwab Corporation strengths

Scale Economies Unit CostSuite BundlingBrand TrustFloat PrepaymentEcosystem ComplementsService Field Network

Segment mix

MSCI Inc. segments

Full profile >

Index

Oligopoly

55.9%

Analytics

Oligopoly

23.6%

Sustainability and Climate

Competitive

11.4%

Private Assets

Competitive

9%

The Charles Schwab Corporation segments

Full profile >

Investor Services

Oligopoly

79.4%

Advisor Services

Oligopoly

20.6%

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.