VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Saturday, January 10, 2026

Stock Comparison

Prologis, Inc. vs The Italian Sea Group S.p.A.

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)$120.1B
Gross margin (TTM)67.7%
Operating margin (TTM)47%
Net margin (TTM)36.7%
SectorReal Estate
IndustryREIT - Industrial
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

The Italian Sea Group S.p.A.

TISG · Euronext Milan (Borsa Italiana)

Market cap (USD)$241.7M
Gross margin (TTM)70.9%
Operating margin (TTM)12.1%
Net margin (TTM)3.8%
SectorConsumer
IndustryLeisure
CountryIT
Data as of2026-01-08
Moat score
61/ 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 The Italian Sea Group S.p.A.'s moat claims, evidence, and risks.

View TISG analysis

Comparison highlights

  • Moat score gap: Prologis, Inc. leads (67 / 100 vs 61 / 100 for The Italian Sea Group S.p.A.).
  • Segment focus: Prologis, Inc. has 2 segments (91.8% in Real Estate (Rental Operations and Development)); The Italian Sea Group S.p.A. has 2 segments (89.7% in Shipbuilding).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Prologis, Inc. has 7 moat types across 4 domains; The Italian Sea Group S.p.A. has 5 across 3.

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%

The Italian Sea Group S.p.A.

Shipbuilding

Market

Luxury yacht and superyacht shipbuilding (motor and sailing, 24m+ projects under construction/contract)

Geography

Global

Customer

Ultra-high-net-worth individuals (owners) and yacht brokers; occasional fleet/charter buyers

Role

Designer/shipyard (OEM) and brand owner

Revenue share

89.7%

Side-by-side metrics

Prologis, Inc.
The Italian Sea Group S.p.A.
Ticker / Exchange
PLD - New York Stock Exchange
TISG - Euronext Milan (Borsa Italiana)
Market cap (USD)
$120.1B
$241.7M
Gross margin (TTM)
67.7%
70.9%
Operating margin (TTM)
47%
12.1%
Net margin (TTM)
36.7%
3.8%
Sector
Real Estate
Consumer
Industry
REIT - Industrial
Leisure
HQ country
US
IT
Primary segment
Real Estate (Rental Operations and Development)
Shipbuilding
Market structure
Competitive
Oligopoly
Market share
n/a
1.8%-2.2% (implied)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
67 / 100
61 / 100
Moat domains
Supply, Legal, Financial, Demand
Demand, Supply, Legal
Last update
2025-12-31
2026-01-08

Moat coverage

Shared moat types

Long Term Contracts

Prologis, Inc. strengths

Geographic NaturalPermits Rights Of WayScale Economies Unit CostCost Of Capital AdvantageProcurement InertiaReputation Reviews

The Italian Sea Group S.p.A. strengths

Brand TrustSupply Chain ControlConcession LicenseOperational Excellence

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%

The Italian Sea Group S.p.A. segments

Full profile >

Shipbuilding

Oligopoly

89.7%

Refit

Competitive

10.3%

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.