VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Netflix, Inc. vs SS&C Technologies Holdings, Inc.

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

Netflix, Inc.

NFLX · NASDAQ

Market cap (USD)$378.9B
Gross margin (TTM)48.1%
Operating margin (TTM)29.1%
Net margin (TTM)24.1%
SectorCommunication Services
IndustryEntertainment
CountryUS
Data as of2026-01-05
Moat score
65/ 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 Netflix, Inc.'s moat claims, evidence, and risks.

View NFLX analysis

SS&C Technologies Holdings, Inc.

SSNC · NASDAQ

Market cap (USD)$21.2B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
CountryUS
Data as of2026-01-11
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 SS&C Technologies Holdings, Inc.'s moat claims, evidence, and risks.

View SSNC analysis

Comparison highlights

  • Moat score gap: SS&C Technologies Holdings, Inc. leads (68 / 100 vs 65 / 100 for Netflix, Inc.).
  • Segment focus: Netflix, Inc. has 1 segment (100% in Streaming entertainment platform); SS&C Technologies Holdings, Inc. has 3 segments (82.3% in Software-enabled services).
  • Moat breadth: Netflix, Inc. has 5 moat types across 4 domains; SS&C Technologies Holdings, Inc. has 7 across 4.

Primary market context

Netflix, Inc.

Streaming entertainment platform

Market

Paid streaming video entertainment (SVOD/AVOD)

Geography

Global

Customer

Consumers (B2C); advertisers via ad-supported inventory

Role

Streaming platform operator; content producer/licensor

Revenue share

100%

SS&C Technologies Holdings, Inc.

Software-enabled services

Market

Software-enabled outsourcing and subscription services for financial services and healthcare (fund administration, transfer agency, middle/back office BPO, managed IT)

Geography

Global

Customer

Financial services firms (asset/wealth managers, alternative managers, banks, insurers) and healthcare payers/administrators

Role

Service provider / outsourcer (SaaS + BPO)

Revenue share

82.3%

Side-by-side metrics

Netflix, Inc.
SS&C Technologies Holdings, Inc.
Ticker / Exchange
NFLX - NASDAQ
SSNC - NASDAQ
Market cap (USD)
$378.9B
$21.2B
Gross margin (TTM)
48.1%
n/a
Operating margin (TTM)
29.1%
n/a
Net margin (TTM)
24.1%
n/a
Sector
Communication Services
Technology
Industry
Entertainment
n/a
HQ country
US
US
Primary segment
Streaming entertainment platform
Software-enabled services
Market structure
Oligopoly
Oligopoly
Market share
8.2%-8.4% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
65 / 100
68 / 100
Moat domains
Network, Supply, Legal, Financial
Demand, Supply, Legal, Network
Last update
2026-01-05
2026-01-11

Moat coverage

Shared moat types

Scale Economies Unit Cost

Netflix, Inc. strengths

Data Network EffectsContent Rights CurrencyPhysical Network DensityFloat Prepayment

SS&C Technologies Holdings, Inc. strengths

Data Workflow LockinCompliance AdvantageSuite BundlingLong Term ContractsTwo Sided NetworkInteroperability Hub

Segment mix

Netflix, Inc. segments

Full profile >

Streaming entertainment platform

Oligopoly

100%

SS&C Technologies Holdings, Inc. segments

Full profile >

Software-enabled services

Oligopoly

82.3%

License, maintenance and related

Oligopoly

17.7%

Funds network connectivity (Calastone)

Oligopoly

n/a

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.