VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

NIKE, Inc. vs Schneider Electric SE

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

NIKE, Inc.

NKE · New York Stock Exchange

Market cap (USD)$84.6B
SectorConsumer
CountryUS
Data as of2025-12-23
Moat score
70/ 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 NIKE, Inc.'s moat claims, evidence, and risks.

View NKE analysis

Schneider Electric SE

SU.PA · Euronext Paris

Market cap (USD)
SectorIndustrials
CountryFR
Data as of2025-12-31
Moat score
72/ 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 Schneider Electric SE's moat claims, evidence, and risks.

View SU.PA analysis

Comparison highlights

  • Moat score gap: Schneider Electric SE leads (72 / 100 vs 70 / 100 for NIKE, Inc.).
  • Segment focus: NIKE, Inc. has 3 segments (57.8% in Wholesale); Schneider Electric SE has 2 segments (81.6% in Energy Management).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: NIKE, Inc. has 6 moat types across 4 domains; Schneider Electric SE has 5 across 3.

Primary market context

NIKE, Inc.

Wholesale

Market

Branded athletic & casual footwear/apparel wholesale distribution

Geography

Global

Customer

Retailers, distributors, licensees

Role

Brand owner / wholesaler

Revenue share

57.8%

Schneider Electric SE

Energy Management

Market

Energy management and electrical distribution equipment, systems and services (low/medium voltage, building and data-center electrical infrastructure, secure power, grid and energy digitalization)

Geography

Global

Customer

Buildings, data centers, industrial sites, infrastructure owners/operators; channel partners (contractors, distributors, system integrators)

Role

Manufacturer + system integrator + digital/field services provider

Revenue share

81.6%

Side-by-side metrics

NIKE, Inc.
Schneider Electric SE
Ticker / Exchange
NKE - New York Stock Exchange
SU.PA - Euronext Paris
Market cap (USD)
$84.6B
n/a
Sector
Consumer
Industrials
HQ country
US
FR
Primary segment
Wholesale
Energy Management
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
70 / 100
72 / 100
Moat domains
Demand, Supply, Network, Legal
Network, Supply, Demand
Last update
2025-12-23
2025-12-31

Moat coverage

Shared moat types

Distribution ControlEcosystem Complements

NIKE, Inc. strengths

Brand TrustProcurement InertiaScale Economies Unit CostIP Choke Point

Schneider Electric SE strengths

Installed Base ConsumablesData Workflow LockinService Field Network

Segment mix

NIKE, Inc. segments

Full profile >

Wholesale

Competitive

57.8%

Direct to Consumer (DTC)

Competitive

42.1%

Brand licensing & other

Competitive

0.2%

Schneider Electric SE segments

Full profile >

Energy Management

Oligopoly

81.6%

Industrial Automation

Oligopoly

18.4%

Want the full wide moat stocks list?

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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.