VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Microsoft Corporation vs L'Oreal S.A.

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)$3.6T
SectorTechnology
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

L'Oreal S.A.

OR · Euronext Paris

Market cap (USD)
SectorConsumer
CountryFR
Data as of2025-12-31
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 L'Oreal S.A.'s moat claims, evidence, and risks.

View OR analysis

Comparison highlights

  • Moat score gap: Microsoft Corporation leads (84 / 100 vs 80 / 100 for L'Oreal S.A.).
  • Segment focus: Microsoft Corporation has 3 segments (42.9% in Productivity and Business Processes); L'Oreal S.A. has 4 segments (37% in Consumer Products Division).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Microsoft Corporation has 9 moat types across 4 domains; L'Oreal S.A. has 7 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%

L'Oreal S.A.

Consumer Products Division

Market

Mass-market beauty & personal care (skincare, haircare, makeup, hygiene)

Geography

Global

Customer

Consumers via mass retail, drugstores, supermarkets, and e-commerce

Role

Brand owner / marketer / manufacturer

Revenue share

37%

Side-by-side metrics

Microsoft Corporation
L'Oreal S.A.
Ticker / Exchange
MSFT - Nasdaq Global Select Market
OR - Euronext Paris
Market cap (USD)
$3.6T
n/a
Sector
Technology
Consumer
HQ country
US
FR
Primary segment
Productivity and Business Processes
Consumer Products Division
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
84 / 100
80 / 100
Moat domains
Demand, Network, Supply, Legal
Demand, Supply, Legal
Last update
2025-12-21
2025-12-31

Moat coverage

Shared moat types

Capex Knowhow Scale

Microsoft Corporation strengths

Suite BundlingData Workflow LockinLong Term ContractsTwo Sided NetworkEcosystem ComplementsOperational ExcellenceDefault OS GatewayContent Rights Currency

L'Oreal S.A. strengths

Brand TrustDistribution ControlContractual ExclusivityService Field NetworkCompliance AdvantageTraining Org Change Costs

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%

L'Oreal S.A. segments

Full profile >

Consumer Products Division

Oligopoly

37%

L'Oreal Luxe Division

Oligopoly

36%

Dermatological Beauty Division

Oligopoly

16%

Professional Products Division

Oligopoly

11%

Want the full wide moat stocks list?

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

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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.