VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Sea Limited vs Schneider Electric SE

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

Sea Limited

SE · New York Stock Exchange

Market cap (USD)$82.8B
Gross margin (TTM)44.9%
Operating margin (TTM)8.2%
Net margin (TTM)6.8%
SectorConsumer
IndustrySpecialty Retail
CountrySG
Data as of2026-01-06
Moat score
69/ 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 Sea Limited's moat claims, evidence, and risks.

View SE analysis

Schneider Electric SE

SU.PA · Euronext Paris

Market cap (USD)$133.8B
Gross margin (TTM)42.5%
Operating margin (TTM)16.9%
Net margin (TTM)10.8%
SectorIndustrials
IndustryIndustrial - Machinery
CountryFR
Data as of2025-12-31
Moat score
72/ 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 Schneider Electric SE's moat claims, evidence, and risks.

View SU.PA analysis

Comparison highlights

  • Moat score gap: Schneider Electric SE leads (72 / 100 vs 69 / 100 for Sea Limited).
  • Segment focus: Sea Limited has 3 segments (73.8% in Shopee (E-commerce)); Schneider Electric SE has 2 segments (81.6% in Energy Management).
  • Moat breadth: Sea Limited has 6 moat types across 3 domains; Schneider Electric SE has 5 across 3.

Primary market context

Sea Limited

Shopee (E-commerce)

Market

E-commerce marketplace and related value-added services

Geography

Southeast Asia, Taiwan, Brazil

Customer

Consumers and sellers

Role

Marketplace operator

Revenue share

73.8%

Schneider Electric SE

Energy Management

Market

Energy management and electrical distribution equipment, systems and services (low/medium voltage, building and data-center electrical infrastructure, secure power, grid and energy digitalization)

Geography

Global

Customer

Buildings, data centers, industrial sites, infrastructure owners/operators; channel partners (contractors, distributors, system integrators)

Role

Manufacturer + system integrator + digital/field services provider

Revenue share

81.6%

Side-by-side metrics

Sea Limited
Schneider Electric SE
Ticker / Exchange
SE - New York Stock Exchange
SU.PA - Euronext Paris
Market cap (USD)
$82.8B
$133.8B
Gross margin (TTM)
44.9%
42.5%
Operating margin (TTM)
8.2%
16.9%
Net margin (TTM)
6.8%
10.8%
Sector
Consumer
Industrials
Industry
Specialty Retail
Industrial - Machinery
HQ country
SG
FR
Primary segment
Shopee (E-commerce)
Energy Management
Market structure
Oligopoly
Oligopoly
Market share
52% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
69 / 100
72 / 100
Moat domains
Network, Supply, Legal
Network, Supply, Demand
Last update
2026-01-06
2025-12-31

Moat coverage

Shared moat types

Distribution ControlEcosystem Complements

Sea Limited strengths

Two Sided NetworkRegulated Standards PipeDirect Network EffectsContractual Exclusivity

Schneider Electric SE strengths

Installed Base ConsumablesData Workflow LockinService Field Network

Segment mix

Sea Limited segments

Full profile >

Shopee (E-commerce)

Oligopoly

73.8%

SeaMoney (Digital Financial Services)

Competitive

14.1%

Garena (Digital Entertainment)

Competitive

11.4%

Schneider Electric SE segments

Full profile >

Energy Management

Oligopoly

81.6%

Industrial Automation

Oligopoly

18.4%

Want the full wide moat stocks list?

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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.