VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Wednesday, January 14, 2026

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Stock Comparison

ServiceNow, Inc. vs TE Connectivity plc

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

ServiceNow, Inc.

NOW · New York Stock Exchange

Market cap (USD)$147.1B

Gross margin (TTM)78.1%

Operating margin (TTM)13.9%

Net margin (TTM)13.7%

SectorTechnology

IndustrySoftware - Application

CountryUS

Data as of2025-12-26

Moat score

80/ 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 ServiceNow, Inc.'s moat claims, evidence, and risks.

View NOW analysis

TE Connectivity plc

TEL · New York Stock Exchange

Market cap (USD)—

Gross margin (TTM)—

Operating margin (TTM)—

Net margin (TTM)—

SectorTechnology

Industry—

CountryIE

Data as of2026-01-11

Moat score

62/ 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 TE Connectivity plc's moat claims, evidence, and risks.

View TEL analysis

Comparison highlights

Moat score gap: ServiceNow, Inc. leads (80 / 100 vs 62 / 100 for TE Connectivity plc).
Segment focus: ServiceNow, Inc. has 3 segments (85.8% in Digital workflow products (subscription)); TE Connectivity plc has 2 segments (54.4% in Transportation Solutions).
Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Weak.
Moat breadth: ServiceNow, Inc. has 6 moat types across 3 domains; TE Connectivity plc has 4 across 2.

Primary market context

ServiceNow, Inc.

Digital workflow products (subscription)

Market

Enterprise digital workflow automation and service management platform (ITSM/ESM, employee, customer, creator workflows)

Geography

Global

Customer

Large enterprises and public sector

Role

SaaS platform

Revenue share

85.8%

TE Connectivity plc

Transportation Solutions

Market

Transportation connectivity and sensor components (automotive, commercial transportation, sensors)

Geography

Global

Customer

Automotive & commercial vehicle OEMs and Tier-1 suppliers; industrial/OEM customers for sensors

Role

Component supplier / design partner

Revenue share

54.4%

Side-by-side metrics

ServiceNow, Inc.

TE Connectivity plc

Ticker / Exchange

NOW - New York Stock Exchange

TEL - New York Stock Exchange

Market cap (USD)

$147.1B

n/a

Gross margin (TTM)

78.1%

n/a

Operating margin (TTM)

13.9%

n/a

Net margin (TTM)

13.7%

n/a

Sector

Technology

Industry

Software - Application

n/a

HQ country

Primary segment

Digital workflow products (subscription)

Transportation Solutions

Market structure

Oligopoly

Market share

n/a

HHI estimate

n/a

Pricing power

Strong

Weak

Moat score

80 / 100

62 / 100

Moat domains

Demand, Network, Supply

Demand, Supply

Last update

2025-12-26

2026-01-11

Moat coverage

Shared moat types

Design In Qualification

ServiceNow, Inc. strengths

Data Workflow LockinTraining Org Change CostsSuite BundlingEcosystem ComplementsService Field Network

TE Connectivity plc strengths

Scope EconomiesOperational ExcellenceCapex Knowhow Scale

Segment mix

ServiceNow, Inc. segments

Full profile >

Digital workflow products (subscription)

Oligopoly

85.8%

IT Operations Management (ITOM) products (subscription)

Competitive

11.1%

Professional services and other

Competitive

3.1%

TE Connectivity plc segments

Full profile >

Transportation Solutions

Oligopoly

54.4%

Industrial Solutions

Oligopoly

45.6%

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.