VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Thursday, January 8, 2026
Stock Comparison
Netflix, Inc. vs SAP SE
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Netflix, Inc.
NFLX · NASDAQ
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Netflix, Inc.'s moat claims, evidence, and risks.
View NFLX analysisSAP SE
SAP · XETRA
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Comparison highlights
- Moat score: both at 65 / 100.
- Segment focus: Netflix, Inc. has 1 segment (100% in Streaming entertainment platform); SAP SE has 2 segments (87.3% in Cloud and Software).
- Moat breadth: Netflix, Inc. has 5 moat types across 4 domains; SAP SE has 6 across 3.
Primary market context
Netflix, Inc.
Streaming entertainment platform
Paid streaming video entertainment (SVOD/AVOD)
Global
Consumers (B2C); advertisers via ad-supported inventory
Streaming platform operator; content producer/licensor
100%
SAP SE
Cloud and Software
Enterprise application software suites and cloud subscriptions (ERP-centric) plus platform services
Global
Large enterprises and upper mid-market
Software vendor (SaaS + on-prem support + platform)
87.3%
Side-by-side metrics
Moat coverage
Shared moat types
No overlap yet.
Netflix, Inc. strengths
SAP SE strengths
Segment mix
Netflix, Inc. segments
Full profile >Streaming entertainment platform
Oligopoly
SAP SE segments
Full profile >Cloud and Software
Oligopoly
Services
Competitive
Want the full wide moat stocks list?
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View the moat stocks listLooking for expansion-stage stocks?
Proven models entering the expansion stage with unit economics that work.
View expansion-stage stocksCuration & 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 Pricing, features, and availability may be incomplete or out of date.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.