VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Motorola Solutions, Inc. vs Sea Limited

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Motorola Solutions, Inc.

MSI · New York Stock Exchange

Market cap (USD)$63.7B
Gross margin (TTM)51%
Operating margin (TTM)25.4%
Net margin (TTM)18.7%
SectorTechnology
IndustryCommunication Equipment
CountryUS
Data as of2025-12-26
Moat score
68/ 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 Motorola Solutions, Inc.'s moat claims, evidence, and risks.

View MSI analysis

Sea Limited

SE · New York Stock Exchange

Market cap (USD)$82.8B
Gross margin (TTM)44.9%
Operating margin (TTM)8.2%
Net margin (TTM)6.8%
SectorConsumer
IndustrySpecialty Retail
CountrySG
Data as of2026-01-06
Moat score
69/ 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 Sea Limited's moat claims, evidence, and risks.

View SE analysis

Comparison highlights

  • Moat score gap: Sea Limited leads (69 / 100 vs 68 / 100 for Motorola Solutions, Inc.).
  • Segment focus: Motorola Solutions, Inc. has 3 segments (74.9% in LMR Communications); Sea Limited has 3 segments (73.8% in Shopee (E-commerce)).
  • Moat breadth: Motorola Solutions, Inc. has 10 moat types across 3 domains; Sea Limited has 6 across 3.

Primary market context

Motorola Solutions, Inc.

LMR Communications

Market

Mission-critical land mobile radio (LMR) devices, infrastructure, and managed/support services

Geography

Global

Customer

Public safety agencies and mission-critical enterprises

Role

OEM + systems integrator + service provider

Revenue share

74.9%

Sea Limited

Shopee (E-commerce)

Market

E-commerce marketplace and related value-added services

Geography

Southeast Asia, Taiwan, Brazil

Customer

Consumers and sellers

Role

Marketplace operator

Revenue share

73.8%

Side-by-side metrics

Motorola Solutions, Inc.
Sea Limited
Ticker / Exchange
MSI - New York Stock Exchange
SE - New York Stock Exchange
Market cap (USD)
$63.7B
$82.8B
Gross margin (TTM)
51%
44.9%
Operating margin (TTM)
25.4%
8.2%
Net margin (TTM)
18.7%
6.8%
Sector
Technology
Consumer
Industry
Communication Equipment
Specialty Retail
HQ country
US
SG
Primary segment
LMR Communications
Shopee (E-commerce)
Market structure
Oligopoly
Oligopoly
Market share
n/a
52% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
68 / 100
69 / 100
Moat domains
Legal, Demand, Network
Network, Supply, Legal
Last update
2025-12-26
2026-01-06

Moat coverage

Shared moat types

Ecosystem Complements

Motorola Solutions, Inc. strengths

Government Contracting RelationshipsInstalled Base ConsumablesDesign In QualificationLong Term ContractsBrand TrustSwitching Costs GeneralData Workflow LockinInteroperability HubSuite Bundling

Sea Limited strengths

Two Sided NetworkDistribution ControlRegulated Standards PipeDirect Network EffectsContractual Exclusivity

Segment mix

Motorola Solutions, Inc. segments

Full profile >

LMR Communications

Oligopoly

74.9%

Video Security & Access Control

Competitive

17.7%

Command Center Software

Competitive

7.4%

Sea Limited segments

Full profile >

Shopee (E-commerce)

Oligopoly

73.8%

SeaMoney (Digital Financial Services)

Competitive

14.1%

Garena (Digital Entertainment)

Competitive

11.4%

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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Looking for expansion-stage stocks?

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.