WIDE MOAT STOCKS COMPARISON

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Stock Comparison

Microsoft Corporation vs SAP SE

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

SAP SE

SAP · XETRA

Market cap (USD)$237.8B
Gross margin (TTM)72.8%
Operating margin (TTM)26.7%
Net margin (TTM)20.4%
SectorTechnology
IndustryApplication software
CountryDE
Data as of2026-08-23
81/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into SAP SE's moat claims, evidence, and risks.

View SAP analysis

Comparison highlights

  • Moat score gap: Microsoft Corporation leads (95 / 100 vs 81 / 100 for SAP SE).
  • Segment focus: Microsoft Corporation has 2 segments (80.8% in Agents and Infra); SAP SE has 2 segments (90.2% in Applications, Technology & Support).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Microsoft Corporation has 8 moat types across 4 domains; SAP SE has 5 across 3.

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%

SAP SE

Applications, Technology & Support

Market

Enterprise application software suites, ERP-centric cloud subscriptions, software support, and platform services

Geography

Global

Customer

Large enterprises and upper mid-market

Role

Software vendor (SaaS + on-prem support + platform)

Revenue share

90.2%

Side-by-side metrics

Microsoft Corporation
SAP SE
Ticker / Exchange
MSFT - The Nasdaq Global Select Market
SAP - XETRA
Market cap (USD)
$3.9T
$237.8B
Gross margin (TTM)
67.9%
72.8%
Operating margin (TTM)
46.8%
26.7%
Net margin (TTM)
40.3%
20.4%
Sector
Technology
Technology
Industry
Infrastructure software
Application software
HQ country
US
DE
Primary segment
Agents and Infra
Applications, Technology & Support
Market structure
Oligopoly
Oligopoly
Market share
n/a
4.7% (estimated)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
95 / 100
81 / 100
Moat domains
Demand, Network, Supply, Legal
Demand, Network, Legal
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

Suite BundlingData Workflow LockinLong Term ContractsEcosystem Complements

Microsoft Corporation strengths

Two Sided NetworkCapex Knowhow ScaleDefault OS GatewayContent Rights Currency

SAP SE strengths

Compliance Advantage

Segment mix

Microsoft Corporation segments

Full profile >

Agents and Infra

Oligopoly

80.8%

Devices and Consumer

Competitive

19.2%

SAP SE segments

Full profile >

Applications, Technology & Support

Oligopoly

90.2%

Core Services

Competitive

9.8%

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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.