VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 14, 2026

Stock Comparison

SAP SE vs TE Connectivity plc

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

SAP SE

SAP · XETRA

Market cap (USD)$247.3B
Gross margin (TTM)73.6%
Operating margin (TTM)25.8%
Net margin (TTM)19.4%
SectorTechnology
IndustrySoftware - Application
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

TE Connectivity plc

TEL · New York Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
CountryIE
Data as of2026-01-11
Moat score
62/ 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 TE Connectivity plc's moat claims, evidence, and risks.

View TEL analysis

Comparison highlights

  • Moat score gap: SAP SE leads (65 / 100 vs 62 / 100 for TE Connectivity plc).
  • Segment focus: SAP SE has 2 segments (87.3% in Cloud and Software); TE Connectivity plc has 2 segments (54.4% in Transportation Solutions).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Weak.
  • Moat breadth: SAP SE has 6 moat types across 3 domains; TE Connectivity plc has 4 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%

TE Connectivity plc

Transportation Solutions

Market

Transportation connectivity and sensor components (automotive, commercial transportation, sensors)

Geography

Global

Customer

Automotive & commercial vehicle OEMs and Tier-1 suppliers; industrial/OEM customers for sensors

Role

Component supplier / design partner

Revenue share

54.4%

Side-by-side metrics

SAP SE
TE Connectivity plc
Ticker / Exchange
SAP - XETRA
TEL - New York Stock Exchange
Market cap (USD)
$247.3B
n/a
Gross margin (TTM)
73.6%
n/a
Operating margin (TTM)
25.8%
n/a
Net margin (TTM)
19.4%
n/a
Sector
Technology
Technology
Industry
Software - Application
n/a
HQ country
DE
IE
Primary segment
Cloud and Software
Transportation Solutions
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
65 / 100
62 / 100
Moat domains
Demand, Network, Legal
Demand, Supply
Last update
2025-12-30
2026-01-11

Moat coverage

Shared moat types

No overlap yet.

SAP SE strengths

Data Workflow LockinSuite BundlingEcosystem ComplementsLong Term ContractsCompliance AdvantageBrand Trust

TE Connectivity plc strengths

Design In QualificationScope EconomiesOperational ExcellenceCapex Knowhow Scale

Segment mix

SAP SE segments

Full profile >

Cloud and Software

Oligopoly

87.3%

Services

Competitive

12.7%

TE Connectivity plc segments

Full profile >

Transportation Solutions

Oligopoly

54.4%

Industrial Solutions

Oligopoly

45.6%

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

Looking for expansion-stage stocks?

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

View expansion-stage stocks

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.