VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

SAP SE vs Yum China Holdings, 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

Yum China Holdings, Inc.

YUMC · New York Stock Exchange

Market cap (USD)
SectorConsumer
CountryUS
Data as of2025-12-28
Moat score
75/ 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 Yum China Holdings, Inc.'s moat claims, evidence, and risks.

View YUMC analysis

Comparison highlights

  • Moat score gap: Yum China Holdings, Inc. leads (75 / 100 vs 65 / 100 for SAP SE).
  • Segment focus: SAP SE has 2 segments (87.3% in Cloud and Software); Yum China Holdings, Inc. has 3 segments (75.3% in KFC).
  • Moat breadth: SAP SE has 6 moat types across 3 domains; Yum China Holdings, Inc. has 7 across 3.

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%

Yum China Holdings, Inc.

KFC

Market

Quick-service restaurants (QSR), chicken-focused, in China

Geography

China

Customer

Consumers (end-users) via dine-in, takeaway and delivery

Role

Brand owner/operator (company-owned + franchised restaurants)

Revenue share

75.3%

Side-by-side metrics

SAP SE
Yum China Holdings, Inc.
Ticker / Exchange
SAP - XETRA
YUMC - New York Stock Exchange
Market cap (USD)
$285.7B
n/a
Sector
Technology
Consumer
HQ country
DE
US
Primary segment
Cloud and Software
KFC
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
65 / 100
75 / 100
Moat domains
Demand, Network, Legal
Legal, Demand, Supply
Last update
2025-12-30
2025-12-28

Moat coverage

Shared moat types

Brand Trust

SAP SE strengths

Data Workflow LockinSuite BundlingEcosystem ComplementsLong Term ContractsCompliance Advantage

Yum China Holdings, Inc. strengths

Contractual ExclusivityPhysical Network DensitySupply Chain ControlHabit DefaultOperational ExcellenceScope Economies

Segment mix

SAP SE segments

Full profile >

Cloud and Software

Oligopoly

87.3%

Services

Competitive

12.7%

Yum China Holdings, Inc. segments

Full profile >

KFC

Oligopoly

75.3%

Pizza Hut

Competitive

20%

All Other Segments (Emerging brands, delivery & e-commerce)

Competitive

1.6%

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.