VOL. XCIV, NO. 247

* MOAT STOCKS COMPARISON *

NO ADVICE

Friday, December 26, 2025

Stock Comparison

NVIDIA Corporation vs Workday, Inc.

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

NVIDIA Corporation

NVDA · Nasdaq Stock Market

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-26
Moat score
97/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

Workday, Inc.

WDAY · NASDAQ

Market cap (USD)$61.2B
SectorTechnology
CountryUS
Data as of2025-12-23
Moat score
71/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

Side-by-side metrics

NVIDIA Corporation
Workday, Inc.
Ticker / Exchange
NVDA - Nasdaq Stock Market
WDAY - NASDAQ
Market cap (USD)
n/a
$61.2B
Sector
Technology
Technology
HQ country
US
US
Primary segment
Data Center
Subscription services (Workday cloud applications + platform)
Market structure
Quasi-Monopoly
Oligopoly
Market share
78%-85% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
97 / 100
71 / 100
Moat domains
Demand, Network, Supply
Demand, Network
Last update
2025-12-26
2025-12-23

Moat coverage

Shared moat types

Data Workflow LockinEcosystem ComplementsSuite Bundling

NVIDIA Corporation strengths

Capacity MoatOperational ExcellenceDesign In QualificationResidual / non-core revenue

Workday, Inc. strengths

Training Org Change CostsWorkday implementation expertise

Segment mix

NVIDIA Corporation segments

Full profile >

Data Center

Quasi-Monopoly

88.3%

Gaming

Duopoly

8.7%

Professional Visualization

Oligopoly

1.4%

Automotive

Competitive

1.3%

OEM & Other

Competitive

0.3%

Workday, Inc. segments

Full profile >

Subscription services (Workday cloud applications + platform)

Oligopoly

91.4%

Professional services (deployment, optimization, training)

Competitive

8.6%

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 Pricing, features, and availability may be incomplete or out of date.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.