VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Prosus N.V. vs Sika AG

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

Prosus N.V.

PRX · Euronext Amsterdam

Market cap (USD)$120B
Gross margin (TTM)42.1%
Operating margin (TTM)1.8%
Net margin (TTM)167.8%
SectorTechnology
IndustryInternet Content & Information
CountryNL
Data as of2025-12-28
Moat score
49/ 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 Prosus N.V.'s moat claims, evidence, and risks.

View PRX analysis

Sika AG

SIKA · SIX Swiss Exchange

Market cap (USD)$33B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorMaterials
Industry
CountryCH
Data as of2026-01-11
Moat score
69/ 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 Sika AG's moat claims, evidence, and risks.

View SIKA analysis

Comparison highlights

  • Moat score gap: Sika AG leads (69 / 100 vs 49 / 100 for Prosus N.V.).
  • Segment focus: Prosus N.V. has 5 segments (40.3% in Etail (eMAG marketplace + fulfillment)); Sika AG has 2 segments (85.5% in Construction).
  • Primary market structure: Competitive vs Competitive. Pricing power: Weak vs Moderate.
  • Moat breadth: Prosus N.V. has 7 moat types across 3 domains; Sika AG has 6 across 3.

Primary market context

Prosus N.V.

Etail (eMAG marketplace + fulfillment)

Market

Online retail marketplace and fulfillment in Central & Eastern Europe

Geography

Romania, Hungary and other CEE markets

Customer

Consumers; marketplace sellers; brands

Role

Marketplace + first-party retail + logistics

Revenue share

40.3%

Sika AG

Construction

Market

Construction chemicals and building finishing systems (concrete admixtures, waterproofing, roofing, flooring, repair, sealants/adhesives)

Geography

Global

Customer

B2B: contractors, installers, distributors/building-material channels, ready-mix and concrete producers, asset owners

Role

Specialty chemicals manufacturer + system provider (specification + application support)

Revenue share

85.5%

Side-by-side metrics

Prosus N.V.
Sika AG
Ticker / Exchange
PRX - Euronext Amsterdam
SIKA - SIX Swiss Exchange
Market cap (USD)
$120B
$33B
Gross margin (TTM)
42.1%
n/a
Operating margin (TTM)
1.8%
n/a
Net margin (TTM)
167.8%
n/a
Sector
Technology
Materials
Industry
Internet Content & Information
n/a
HQ country
NL
CH
Primary segment
Etail (eMAG marketplace + fulfillment)
Construction
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
49 / 100
69 / 100
Moat domains
Network, Supply, Demand
Supply, Demand, Legal
Last update
2025-12-28
2026-01-11

Moat coverage

Shared moat types

Physical Network DensityBrand TrustDesign In Qualification

Prosus N.V. strengths

Two Sided NetworkHabit DefaultScale Economies Unit CostScope Economies

Sika AG strengths

Service Field NetworkCompliance AdvantageCapex Knowhow Scale

Segment mix

Prosus N.V. segments

Full profile >

Food Delivery (iFood ecosystem + delivery investments)

Oligopoly

21%

Classifieds (OLX Group)

Oligopoly

12.7%

Payments & Fintech (PayU, Iyzico)

Competitive

21%

Etail (eMAG marketplace + fulfillment)

Competitive

40.3%

Ecosystem & Other ecommerce (cross-portfolio synergies, ventures)

Competitive

5%

Sika AG segments

Full profile >

Construction

Competitive

85.5%

Automotive & Industry

Oligopoly

14.5%

Want the full wide moat stocks list?

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Proven models entering the expansion stage with unit economics that work.

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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.