WIDE MOAT STOCKS COMPARISON

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Stock Comparison

UiPath, Inc. vs SAP SE

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

UiPath, Inc.

PATH · New York Stock Exchange

Market cap (USD)$6.8B
Gross margin (TTM)82.6%
Operating margin (TTM)8.9%
Net margin (TTM)21%
SectorTechnology
IndustryApplication software
CountryUS
Data as of2026-08-23
49/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into UiPath, Inc.'s moat claims, evidence, and risks.

View PATH analysis

SAP SE

SAP · XETRA

Market cap (USD)$271.7B
Gross margin (TTM)72.7%
Operating margin (TTM)27.1%
Net margin (TTM)20.4%
SectorTechnology
IndustryApplication software
CountryDE
Data as of2026-08-23
81/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into SAP SE's moat claims, evidence, and risks.

View SAP analysis

Comparison highlights

  • Moat score gap: SAP SE leads (81 / 100 vs 49 / 100 for UiPath, Inc.).
  • Segment focus: UiPath, Inc. has 2 segments (96.9% in Automation Platform); SAP SE has 2 segments (90.2% in Applications, Technology & Support).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: UiPath, Inc. has 2 moat types across 1 domains; SAP SE has 5 across 3.

Primary market context

UiPath, Inc.

Automation Platform

Market

Enterprise automation software (RPA + agentic automation platform)

Geography

Global

Customer

Enterprises and public sector

Role

Software platform vendor

Revenue share

96.9%

SAP SE

Applications, Technology & Support

Market

Enterprise application software suites, ERP-centric cloud subscriptions, software support, and platform services

Geography

Global

Customer

Large enterprises and upper mid-market

Role

Software vendor (SaaS + on-prem support + platform)

Revenue share

90.2%

Side-by-side metrics

UiPath, Inc.
SAP SE
Ticker / Exchange
PATH - New York Stock Exchange
SAP - XETRA
Market cap (USD)
$6.8B
$271.7B
Gross margin (TTM)
82.6%
72.7%
Operating margin (TTM)
8.9%
27.1%
Net margin (TTM)
21%
20.4%
Sector
Technology
Technology
Industry
Application software
Application software
HQ country
US
DE
Primary segment
Automation Platform
Applications, Technology & Support
Market structure
Competitive
Oligopoly
Market share
n/a
4.7% (estimated)
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
49 / 100
81 / 100
Moat domains
Demand
Demand, Network, Legal
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

Data Workflow LockinSuite Bundling

UiPath, Inc. strengths

No unique moat types yet.

SAP SE strengths

Ecosystem ComplementsLong Term ContractsCompliance Advantage

Segment mix

UiPath, Inc. segments

Full profile >

Automation Platform

Competitive

96.9%

Professional Services and Enablement

Competitive

3.1%

SAP SE segments

Full profile >

Applications, Technology & Support

Oligopoly

90.2%

Core Services

Competitive

9.8%

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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.