VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

SAP SE vs Synopsys, Inc.

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

SAP SE

SAP · XETRA

Market cap (USD)$285.7B
SectorTechnology
CountryDE
Data as of2025-12-30
Moat score
65/ 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 SAP SE's moat claims, evidence, and risks.

View SAP analysis

Synopsys, Inc.

SNPS · NASDAQ

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-29
Moat score
85/ 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 Synopsys, Inc.'s moat claims, evidence, and risks.

View SNPS analysis

Comparison highlights

  • Moat score gap: Synopsys, Inc. leads (85 / 100 vs 65 / 100 for SAP SE).
  • Segment focus: SAP SE has 2 segments (87.3% in Cloud and Software); Synopsys, Inc. has 2 segments (75.2% in Design Automation).
  • Moat breadth: SAP SE has 6 moat types across 3 domains; Synopsys, Inc. has 5 across 2.

Primary market context

SAP SE

Cloud and Software

Market

Enterprise application software suites and cloud subscriptions (ERP-centric) plus platform services

Geography

Global

Customer

Large enterprises and upper mid-market

Role

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

Revenue share

87.3%

Synopsys, Inc.

Design Automation

Market

Electronic design automation (EDA) software and silicon-to-systems simulation & analysis tools

Geography

Global

Customer

Semiconductor and systems companies (chip/system designers)

Role

Software + hardware tooling provider / platform

Revenue share

75.2%

Side-by-side metrics

SAP SE
Synopsys, Inc.
Ticker / Exchange
SAP - XETRA
SNPS - NASDAQ
Market cap (USD)
$285.7B
n/a
Sector
Technology
Technology
HQ country
DE
US
Primary segment
Cloud and Software
Design Automation
Market structure
Oligopoly
Oligopoly
Market share
n/a
30%-32% (reported)
HHI estimate
n/a
2,140
Pricing power
Moderate
Moderate
Moat score
65 / 100
85 / 100
Moat domains
Demand, Network, Legal
Demand, Supply
Last update
2025-12-30
2025-12-29

Moat coverage

Shared moat types

Suite Bundling

SAP SE strengths

Data Workflow LockinEcosystem ComplementsLong Term ContractsCompliance AdvantageBrand Trust

Synopsys, Inc. strengths

Switching Costs GeneralCapex Knowhow ScaleDesign In QualificationInstalled Base Consumables

Segment mix

SAP SE segments

Full profile >

Cloud and Software

Oligopoly

87.3%

Services

Competitive

12.7%

Synopsys, Inc. segments

Full profile >

Design Automation

Oligopoly

75.2%

Design IP

Oligopoly

24.8%

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.