VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Prologis, Inc. vs S&P Global Inc.

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

Prologis, Inc.

PLD · New York Stock Exchange

Market cap (USD)
SectorReal Estate
CountryUS
Data as of2025-12-31
Moat score
67/ 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 Prologis, Inc.'s moat claims, evidence, and risks.

View PLD analysis

S&P Global Inc.

SPGI · New York Stock Exchange

Market cap (USD)
SectorFinancials
CountryUS
Data as of2025-12-21
Moat score
77/ 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 S&P Global Inc.'s moat claims, evidence, and risks.

View SPGI analysis

Comparison highlights

  • Moat score gap: S&P Global Inc. leads (77 / 100 vs 67 / 100 for Prologis, Inc.).
  • Segment focus: Prologis, Inc. has 2 segments (91.8% in Real Estate (Rental Operations and Development)); S&P Global Inc. has 5 segments (32.6% in S&P Global Market Intelligence).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Prologis, Inc. has 7 moat types across 4 domains; S&P Global Inc. has 9 across 5.

Primary market context

Prologis, Inc.

Real Estate (Rental Operations and Development)

Market

Logistics/industrial real estate leasing & development

Geography

Global

Customer

Logistics users (retail, e-commerce, 3PL, manufacturing)

Role

Owner/operator/developer (landlord)

Revenue share

91.8%

S&P Global Inc.

S&P Global Market Intelligence

Market

Financial market data, analytics, and workflow tools for institutions

Geography

Global

Customer

B2B (institutional investors, banks, insurers, corporates)

Role

Data/analytics and workflow software provider

Revenue share

32.6%

Side-by-side metrics

Prologis, Inc.
S&P Global Inc.
Ticker / Exchange
PLD - New York Stock Exchange
SPGI - New York Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Real Estate
Financials
HQ country
US
US
Primary segment
Real Estate (Rental Operations and Development)
S&P Global Market Intelligence
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
67 / 100
77 / 100
Moat domains
Supply, Legal, Financial, Demand
Demand, Supply, Legal, Network, Financial
Last update
2025-12-31
2025-12-21

Moat coverage

Shared moat types

No overlap yet.

Prologis, Inc. strengths

Geographic NaturalPermits Rights Of WayScale Economies Unit CostCost Of Capital AdvantageLong Term ContractsProcurement InertiaReputation Reviews

S&P Global Inc. strengths

Data Workflow LockinScope EconomiesRegulated Standards PipeBrand TrustDe Facto StandardCompliance AdvantageSwitching Costs GeneralEcosystem ComplementsBenchmark Pricing Power

Segment mix

Prologis, Inc. segments

Full profile >

Real Estate (Rental Operations and Development)

Competitive

91.8%

Strategic Capital (co-investment ventures / investment management)

Competitive

8.2%

S&P Global Inc. segments

Full profile >

S&P Global Market Intelligence

Oligopoly

32.6%

S&P Global Ratings

Oligopoly

29.6%

S&P Global Commodity Insights

Oligopoly

15.1%

S&P Global Mobility

Competitive

11.3%

S&P Dow Jones Indices

Oligopoly

11.4%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

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.