VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Saturday, January 10, 2026
Stock Comparison
SAP SE vs The Italian Sea Group S.p.A.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
SAP SE
SAP · XETRA
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
The Italian Sea Group S.p.A.
TISG · Euronext Milan (Borsa Italiana)
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 analysisComparison highlights
- Moat score gap: SAP SE leads (65 / 100 vs 61 / 100 for The Italian Sea Group S.p.A.).
- Segment focus: SAP SE has 2 segments (87.3% in Cloud and Software); The Italian Sea Group S.p.A. has 2 segments (89.7% in Shipbuilding).
- Moat breadth: SAP SE has 6 moat types across 3 domains; The Italian Sea Group S.p.A. has 5 across 3.
Primary market context
SAP SE
Cloud and Software
Enterprise application software suites and cloud subscriptions (ERP-centric) plus platform services
Global
Large enterprises and upper mid-market
Software vendor (SaaS + on-prem support + platform)
87.3%
The Italian Sea Group S.p.A.
Shipbuilding
Luxury yacht and superyacht shipbuilding (motor and sailing, 24m+ projects under construction/contract)
Global
Ultra-high-net-worth individuals (owners) and yacht brokers; occasional fleet/charter buyers
Designer/shipyard (OEM) and brand owner
89.7%
Side-by-side metrics
Moat coverage
Shared moat types
SAP SE strengths
The Italian Sea Group S.p.A. strengths
Segment mix
SAP SE segments
Full profile >Cloud and Software
Oligopoly
Services
Competitive
The Italian Sea Group S.p.A. segments
Full profile >Shipbuilding
Oligopoly
Refit
Competitive
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View expansion-stage stocksCuration & 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 Pricing, features, and availability may be incomplete or out of date.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.