VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Microsoft Corporation vs Prosus N.V.

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

Prosus N.V.

PRX · Euronext Amsterdam

Market cap (USD)$135.6B
SectorTechnology
CountryNL
Data as of2025-12-28
Moat score
49/ 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 Prosus N.V.'s moat claims, evidence, and risks.

View PRX analysis

Comparison highlights

  • Moat score gap: Microsoft Corporation leads (84 / 100 vs 49 / 100 for Prosus N.V.).
  • Segment focus: Microsoft Corporation has 3 segments (42.9% in Productivity and Business Processes); Prosus N.V. has 5 segments (40.3% in Etail (eMAG marketplace + fulfillment)).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Weak.
  • Moat breadth: Microsoft Corporation has 9 moat types across 4 domains; Prosus N.V. 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%

Prosus N.V.

Etail (eMAG marketplace + fulfillment)

Market

Online retail marketplace and fulfillment in Central & Eastern Europe

Geography

Romania, Hungary and other CEE markets

Customer

Consumers; marketplace sellers; brands

Role

Marketplace + first-party retail + logistics

Revenue share

40.3%

Side-by-side metrics

Microsoft Corporation
Prosus N.V.
Ticker / Exchange
MSFT - Nasdaq Global Select Market
PRX - Euronext Amsterdam
Market cap (USD)
$3.6T
$135.6B
Sector
Technology
Technology
HQ country
US
NL
Primary segment
Productivity and Business Processes
Etail (eMAG marketplace + fulfillment)
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Weak
Moat score
84 / 100
49 / 100
Moat domains
Demand, Network, Supply, Legal
Network, Supply, Demand
Last update
2025-12-21
2025-12-28

Moat coverage

Shared moat types

Two Sided Network

Microsoft Corporation strengths

Suite BundlingData Workflow LockinLong Term ContractsCapex Knowhow ScaleEcosystem ComplementsOperational ExcellenceDefault OS GatewayContent Rights Currency

Prosus N.V. strengths

Physical Network DensityHabit DefaultBrand TrustDesign In QualificationScale Economies Unit CostScope Economies

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%

Prosus N.V. segments

Full profile >

Food Delivery (iFood ecosystem + delivery investments)

Oligopoly

21%

Classifieds (OLX Group)

Oligopoly

12.7%

Payments & Fintech (PayU, Iyzico)

Competitive

21%

Etail (eMAG marketplace + fulfillment)

Competitive

40.3%

Ecosystem & Other ecommerce (cross-portfolio synergies, ventures)

Competitive

5%

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.