VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

SAP SE vs Unilever PLC

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

Unilever PLC

ULVR · London Stock Exchange

Market cap (USD)
SectorConsumer
CountryGB
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 Unilever PLC's moat claims, evidence, and risks.

View ULVR analysis

Comparison highlights

  • Moat score: both at 65 / 100.
  • Segment focus: SAP SE has 2 segments (87.3% in Cloud and Software); Unilever PLC has 4 segments (25.9% in Personal Care).
  • Moat breadth: SAP SE has 6 moat types across 3 domains; Unilever PLC has 3 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%

Unilever PLC

Personal Care

Market

Branded personal care and hygiene (deodorants, skin cleansing, oral care)

Geography

Global

Customer

Consumers (retail, e-commerce)

Role

Brand owner / manufacturer

Revenue share

25.9%

Side-by-side metrics

SAP SE
Unilever PLC
Ticker / Exchange
SAP - XETRA
ULVR - London Stock Exchange
Market cap (USD)
$285.7B
n/a
Sector
Technology
Consumer
HQ country
DE
GB
Primary segment
Cloud and Software
Personal Care
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
65 / 100
65 / 100
Moat domains
Demand, Network, Legal
Demand, Supply
Last update
2025-12-30
2025-12-30

Moat coverage

Shared moat types

Brand Trust

SAP SE strengths

Data Workflow LockinSuite BundlingEcosystem ComplementsLong Term ContractsCompliance Advantage

Unilever PLC strengths

Scale Economies Unit CostDistribution Control

Segment mix

SAP SE segments

Full profile >

Cloud and Software

Oligopoly

87.3%

Services

Competitive

12.7%

Unilever PLC segments

Full profile >

Beauty & Wellbeing

Oligopoly

25.1%

Personal Care

Oligopoly

25.9%

Home Care

Oligopoly

23.4%

Foods

Competitive

25.5%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.