WIDE MOAT STOCKS COMPARISON

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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 · The Nasdaq Global Select Market

Market cap (USD)$3.9T
Gross margin (TTM)67.9%
Operating margin (TTM)46.8%
Net margin (TTM)40.3%
SectorTechnology
IndustryInfrastructure software
CountryUS
Data as of2026-08-23
95/100
Moat score

Weighted across the company's segments.

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)$142.6B
Gross margin (TTM)74.8%
Operating margin (TTM)11.4%
Net margin (TTM)11.3%
SectorTechnology
IndustryApplication software
CountryUS
Data as of2026-08-23
97/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into ServiceNow, Inc.'s moat claims, evidence, and risks.

View NOW analysis

Comparison highlights

  • Moat score gap: ServiceNow, Inc. leads (97 / 100 vs 95 / 100 for Microsoft Corporation).
  • Segment focus: Microsoft Corporation has 2 segments (80.8% in Agents and Infra); ServiceNow, Inc. has 2 segments (97% in Subscription products (ServiceNow AI Platform)).
  • Moat breadth: Microsoft Corporation has 8 moat types across 4 domains; ServiceNow, Inc. has 3 across 2.

Primary market context

Microsoft Corporation

Agents and Infra

Market

Cloud infrastructure, commercial and consumer productivity and AI applications, developer tools, business solutions and server licensing

Geography

Global

Customer

Enterprises, governments, developers, households and individual productivity subscribers

Role

Integrated application, model and infrastructure platform

Revenue share

80.8%

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 - The Nasdaq Global Select Market
NOW - New York Stock Exchange
Market cap (USD)
$3.9T
$142.6B
Gross margin (TTM)
67.9%
74.8%
Operating margin (TTM)
46.8%
11.4%
Net margin (TTM)
40.3%
11.3%
Sector
Technology
Technology
Industry
Infrastructure software
Application software
HQ country
US
US
Primary segment
Agents and Infra
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
95 / 100
97 / 100
Moat domains
Demand, Network, Supply, Legal
Demand, Network
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

Suite BundlingData Workflow LockinEcosystem Complements

Microsoft Corporation strengths

Long Term ContractsTwo Sided NetworkCapex Knowhow ScaleDefault OS GatewayContent Rights Currency

ServiceNow, Inc. strengths

No unique moat types yet.

Segment mix

Microsoft Corporation segments

Full profile >

Agents and Infra

Oligopoly

80.8%

Devices and Consumer

Competitive

19.2%

ServiceNow, Inc. segments

Full profile >

Subscription products (ServiceNow AI Platform)

Oligopoly

97%

Professional services and other

Competitive

3%

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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.