WIDE MOAT STOCKS COMPARISON

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Stock Comparison

Microsoft Corporation vs Workday, 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

Workday, Inc.

WDAY · NASDAQ

Market cap (USD)$45B
Gross margin (TTM)75.8%
Operating margin (TTM)10.7%
Net margin (TTM)12.3%
SectorTechnology
IndustryApplication software
CountryUS
Data as of2026-08-23
78/100
Moat score

Weighted across the company's segments.

Full stock profile

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

View WDAY analysis

Comparison highlights

  • Moat score gap: Microsoft Corporation leads (95 / 100 vs 78 / 100 for Workday, Inc.).
  • Segment focus: Microsoft Corporation has 2 segments (80.8% in Agents and Infra); Workday, Inc. has 2 segments (92.5% in Subscription services (Workday cloud applications + platform)).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Microsoft Corporation has 8 moat types across 4 domains; Workday, 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%

Workday, Inc.

Subscription services (Workday cloud applications + platform)

Market

Enterprise cloud applications for managing people and money (HCM, financial management, spend, planning & analytics)

Geography

Global

Customer

Medium to large organizations (including higher education and government)

Role

SaaS application vendor and extensible platform provider

Revenue share

92.5%

Side-by-side metrics

Microsoft Corporation
Workday, Inc.
Ticker / Exchange
MSFT - The Nasdaq Global Select Market
WDAY - NASDAQ
Market cap (USD)
$3.9T
$45B
Gross margin (TTM)
67.9%
75.8%
Operating margin (TTM)
46.8%
10.7%
Net margin (TTM)
40.3%
12.3%
Sector
Technology
Technology
Industry
Infrastructure software
Application software
HQ country
US
US
Primary segment
Agents and Infra
Subscription services (Workday cloud applications + platform)
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
95 / 100
78 / 100
Moat domains
Demand, Network, Supply, Legal
Demand, Network
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

Data Workflow Lockin

Microsoft Corporation strengths

Suite BundlingLong Term ContractsTwo Sided NetworkCapex Knowhow ScaleEcosystem ComplementsDefault OS GatewayContent Rights Currency

Workday, Inc. strengths

Training Org Change CostsInteroperability Hub

Segment mix

Microsoft Corporation segments

Full profile >

Agents and Infra

Oligopoly

80.8%

Devices and Consumer

Competitive

19.2%

Workday, Inc. segments

Full profile >

Subscription services (Workday cloud applications + platform)

Oligopoly

92.5%

Professional services (deployment, optimization, training)

Competitive

7.5%

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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.