VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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)$3.3T
Gross margin (TTM)68.3%
Operating margin (TTM)46.8%
Net margin (TTM)39.3%
SectorTechnology
IndustrySoftware - Infrastructure
CountryUS
Data as of2026-06-02
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)$106.3B
Gross margin (TTM)76.6%
Operating margin (TTM)13.4%
Net margin (TTM)12.6%
SectorTechnology
IndustrySoftware - Application
CountryUS
Data as of2026-05-26
Moat score
79/ 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 79 / 100 for ServiceNow, Inc.).
  • Segment focus: Microsoft Corporation has 3 segments (42.2% in Productivity and Business Processes); ServiceNow, Inc. has 2 segments (97% in Subscription products (ServiceNow AI Platform)).
  • 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

42.2%

ServiceNow, Inc.

Subscription products (ServiceNow AI Platform)

Market

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

Geography

Global

Customer

Large enterprises and public sector

Role

SaaS platform

Revenue share

97%

Side-by-side metrics

Microsoft Corporation
ServiceNow, Inc.
Ticker / Exchange
MSFT - Nasdaq Global Select Market
NOW - New York Stock Exchange
Market cap (USD)
$3.3T
$106.3B
Gross margin (TTM)
68.3%
76.6%
Operating margin (TTM)
46.8%
13.4%
Net margin (TTM)
39.3%
12.6%
Sector
Technology
Technology
Industry
Software - Infrastructure
Software - Application
HQ country
US
US
Primary segment
Productivity and Business Processes
Subscription products (ServiceNow AI Platform)
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
84 / 100
79 / 100
Moat domains
Demand, Network, Supply, Legal
Demand, Network, Supply
Last update
2026-06-02
2026-05-26

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

42.2%

Intelligent Cloud

Oligopoly

40.7%

More Personal Computing

Quasi-Monopoly

17%

ServiceNow, Inc. segments

Full profile >

Subscription products (ServiceNow AI Platform)

Oligopoly

97%

Professional services and other

Competitive

3%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.