VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Netflix, Inc. vs Temenos AG

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

Netflix, Inc.

NFLX · NASDAQ

Market cap (USD)$387.5B
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

Temenos AG

TEMN · SIX Swiss Exchange

Market cap (USD)$5.6B
Gross margin (TTM)68%
Operating margin (TTM)24.5%
Net margin (TTM)29.4%
SectorTechnology
IndustrySoftware - Application
CountryCH
Data as of2025-12-28
Moat score
64/ 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 Temenos AG's moat claims, evidence, and risks.

View TEMN analysis

Comparison highlights

  • Moat score gap: Netflix, Inc. leads (65 / 100 vs 64 / 100 for Temenos AG).
  • Segment focus: Netflix, Inc. has 1 segment (100% in Streaming entertainment platform); Temenos AG has 2 segments (87.6% in Product).
  • Moat breadth: Netflix, Inc. has 5 moat types across 4 domains; Temenos AG has 6 across 3.

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%

Temenos AG

Product

Market

Banking software platforms (core banking, digital banking, payments, wealth, financial crime, analytics) for banks and financial institutions

Geography

Global

Customer

Banks and financial institutions

Role

Independent software vendor / platform provider

Revenue share

87.6%

Side-by-side metrics

Netflix, Inc.
Temenos AG
Ticker / Exchange
NFLX - NASDAQ
TEMN - SIX Swiss Exchange
Market cap (USD)
$387.5B
$5.6B
Gross margin (TTM)
48.1%
68%
Operating margin (TTM)
29.1%
24.5%
Net margin (TTM)
24.1%
29.4%
Sector
Communication Services
Technology
Industry
Entertainment
Software - Application
HQ country
US
CH
Primary segment
Streaming entertainment platform
Product
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
64 / 100
Moat domains
Network, Supply, Legal, Financial
Demand, Network, Supply
Last update
2026-01-05
2025-12-28

Moat coverage

Shared moat types

No overlap yet.

Netflix, Inc. strengths

Data Network EffectsScale Economies Unit CostContent Rights CurrencyPhysical Network DensityFloat Prepayment

Temenos AG strengths

Training Org Change CostsEcosystem ComplementsSuite BundlingLong Term ContractsBrand TrustOperational Excellence

Segment mix

Netflix, Inc. segments

Full profile >

Streaming entertainment platform

Oligopoly

100%

Temenos AG segments

Full profile >

Product

Oligopoly

87.6%

Services

Competitive

12.4%

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.

View expansion-stage stocks

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.