VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Microsoft Corporation vs ServiceNow, Inc.

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

Microsoft Corporation

MSFT · Nasdaq Global Select Market

Market cap (USD)$2.9T
Gross margin (TTM)68.6%
Operating margin (TTM)46.7%
Net margin (TTM)39%
SectorTechnology
IndustrySoftware - Infrastructure
CountryUS
Data as of2025-12-21
Moat score
84/ 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 Microsoft Corporation's moat claims, evidence, and risks.

View MSFT analysis

ServiceNow, Inc.

NOW · New York Stock Exchange

Market cap (USD)$109.1B
Gross margin (TTM)77.5%
Operating margin (TTM)13.7%
Net margin (TTM)13.2%
SectorTechnology
IndustrySoftware - Application
CountryUS
Data as of2025-12-26
Moat score
80/ 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 ServiceNow, Inc.'s moat claims, evidence, and risks.

View NOW analysis

Comparison highlights

  • Moat score gap: Microsoft Corporation leads (84 / 100 vs 80 / 100 for ServiceNow, Inc.).
  • Segment focus: Microsoft Corporation has 3 segments (42.9% in Productivity and Business Processes); ServiceNow, Inc. has 3 segments (85.8% in Digital workflow products (subscription)).
  • Moat breadth: Microsoft Corporation has 9 moat types across 4 domains; ServiceNow, Inc. has 6 across 3.

Primary market context

Microsoft Corporation

Productivity and Business Processes

Market

Enterprise productivity & collaboration suites, business applications, and professional network platforms

Geography

Global

Customer

Enterprises, SMBs, consumers, recruiters/advertisers

Role

SaaS platform + professional network

Revenue share

42.9%

ServiceNow, Inc.

Digital workflow products (subscription)

Market

Enterprise digital workflow automation and service management platform (ITSM/ESM, employee, customer, creator workflows)

Geography

Global

Customer

Large enterprises and public sector

Role

SaaS platform

Revenue share

85.8%

Side-by-side metrics

Microsoft Corporation
ServiceNow, Inc.
Ticker / Exchange
MSFT - Nasdaq Global Select Market
NOW - New York Stock Exchange
Market cap (USD)
$2.9T
$109.1B
Gross margin (TTM)
68.6%
77.5%
Operating margin (TTM)
46.7%
13.7%
Net margin (TTM)
39%
13.2%
Sector
Technology
Technology
Industry
Software - Infrastructure
Software - Application
HQ country
US
US
Primary segment
Productivity and Business Processes
Digital workflow products (subscription)
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
84 / 100
80 / 100
Moat domains
Demand, Network, Supply, Legal
Demand, Network, Supply
Last update
2025-12-21
2025-12-26

Moat coverage

Shared moat types

Suite BundlingData Workflow LockinEcosystem Complements

Microsoft Corporation strengths

Long Term ContractsTwo Sided NetworkCapex Knowhow ScaleOperational ExcellenceDefault OS GatewayContent Rights Currency

ServiceNow, Inc. strengths

Training Org Change CostsDesign In QualificationService Field Network

Segment mix

Microsoft Corporation segments

Full profile >

Productivity and Business Processes

Oligopoly

42.9%

Intelligent Cloud

Oligopoly

37.7%

More Personal Computing

Quasi-Monopoly

19.4%

ServiceNow, Inc. segments

Full profile >

Digital workflow products (subscription)

Oligopoly

85.8%

IT Operations Management (ITOM) products (subscription)

Competitive

11.1%

Professional services and other

Competitive

3.1%

Want the full wide moat stocks list?

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Looking for expansion-stage stocks?

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.