VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 3, 2026

Stock Comparison

Prosus N.V. vs Xero Limited

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)$119.8B
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

Xero Limited

XRO · Australian Securities Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
CountryNZ
Data as of2026-01-02
Moat score
71/ 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 Xero Limited's moat claims, evidence, and risks.

View XRO analysis

Comparison highlights

  • Moat score gap: Xero Limited leads (71 / 100 vs 49 / 100 for Prosus N.V.).
  • Segment focus: Prosus N.V. has 5 segments (40.3% in Etail (eMAG marketplace + fulfillment)); Xero Limited has 2 segments.
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: Prosus N.V. has 7 moat types across 3 domains; Xero Limited has 7 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%

Xero Limited

Core Accounting Subscription Platform

Market

Cloud accounting software for small businesses and their advisors

Geography

Global

Customer

SMB; accountants & bookkeepers

Role

Software platform (SaaS)

Side-by-side metrics

Prosus N.V.
Xero Limited
Ticker / Exchange
PRX - Euronext Amsterdam
XRO - Australian Securities Exchange
Market cap (USD)
$119.8B
n/a
Gross margin (TTM)
42.1%
n/a
Operating margin (TTM)
1.8%
n/a
Net margin (TTM)
167.8%
n/a
Sector
Technology
Technology
Industry
Internet Content & Information
n/a
HQ country
NL
NZ
Primary segment
Etail (eMAG marketplace + fulfillment)
Core Accounting Subscription Platform
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
49 / 100
71 / 100
Moat domains
Network, Supply, Demand
Demand, Network, Financial
Last update
2025-12-28
2026-01-02

Moat coverage

Shared moat types

Two Sided Network

Prosus N.V. strengths

Physical Network DensityHabit DefaultBrand TrustDesign In QualificationScale Economies Unit CostScope Economies

Xero Limited strengths

Data Workflow LockinSwitching Costs GeneralBenchmark Pricing PowerInteroperability HubEcosystem ComplementsSuite Bundling

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%

Xero Limited segments

Full profile >

Core Accounting Subscription Platform

Oligopoly

n/a

Platform Services (Payments, Payroll, App Ecosystem)

Competitive

n/a

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.