VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Microsoft Corporation vs Teradyne, 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)$2.9T
Gross margin (TTM)68.6%
Operating margin (TTM)46.7%
Net margin (TTM)39%
SectorTechnology
IndustrySoftware - Infrastructure
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

Teradyne, Inc.

TER · Nasdaq Stock Market

Market cap (USD)$51.7B
Gross margin (TTM)58.3%
Operating margin (TTM)20.9%
Net margin (TTM)17.4%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2025-12-23
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 Teradyne, Inc.'s moat claims, evidence, and risks.

View TER analysis

Comparison highlights

  • Moat score gap: Microsoft Corporation leads (84 / 100 vs 79 / 100 for Teradyne, Inc.).
  • Segment focus: Microsoft Corporation has 3 segments (42.9% in Productivity and Business Processes); Teradyne, Inc. has 3 segments (77.9% in Semiconductor Test).
  • Primary market structure: Oligopoly vs Duopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Microsoft Corporation has 9 moat types across 4 domains; Teradyne, 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

42.9%

Teradyne, Inc.

Semiconductor Test

Market

Semiconductor automated test equipment (ATE) and system-level test (SLT)

Geography

Global

Customer

IDMs, foundries, fabless, OSATs

Role

Capital equipment supplier

Revenue share

77.9%

Side-by-side metrics

Microsoft Corporation
Teradyne, Inc.
Ticker / Exchange
MSFT - Nasdaq Global Select Market
TER - Nasdaq Stock Market
Market cap (USD)
$2.9T
$51.7B
Gross margin (TTM)
68.6%
58.3%
Operating margin (TTM)
46.7%
20.9%
Net margin (TTM)
39%
17.4%
Sector
Technology
Technology
Industry
Software - Infrastructure
Semiconductors
HQ country
US
US
Primary segment
Productivity and Business Processes
Semiconductor Test
Market structure
Oligopoly
Duopoly
Market share
n/a
27%-30% (implied)
HHI estimate
n/a
3,565
Pricing power
Strong
Moderate
Moat score
84 / 100
79 / 100
Moat domains
Demand, Network, Supply, Legal
Demand, Supply, Network
Last update
2025-12-21
2025-12-23

Moat coverage

Shared moat types

Capex Knowhow ScaleEcosystem Complements

Microsoft Corporation strengths

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

Teradyne, Inc. strengths

Format Lock InDesign In QualificationSwitching Costs GeneralBrand Trust

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%

Teradyne, Inc. segments

Full profile >

Semiconductor Test

Duopoly

77.9%

Product Test

Competitive

11.7%

Robotics

Competitive

10.4%

Want the full wide moat stocks list?

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

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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.