WIDE MOAT STOCKS COMPARISON

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Stock Comparison

Sea Limited vs Visa Inc.

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

Sea Limited

SE · New York Stock Exchange (ADS)

Market cap (USD)$46.9B
Gross margin (TTM)45%
Operating margin (TTM)8.2%
Net margin (TTM)5.8%
SectorConsumer
IndustryInternet platforms
CountrySG
Data as of2026-08-23
62/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into Sea Limited's moat claims, evidence, and risks.

View SE analysis

Visa Inc.

V · New York Stock Exchange

Market cap (USD)$789.7B
Gross margin (TTM)—
Operating margin (TTM)61.2%
Net margin (TTM)51.2%
SectorFinancials
IndustryPayments and financial technology
CountryUS
Data as of2026-08-23
100/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into Visa Inc.'s moat claims, evidence, and risks.

View V analysis

Comparison highlights

  • Moat score gap: Visa Inc. leads (100 / 100 vs 62 / 100 for Sea Limited).
  • Segment focus: Sea Limited has 4 segments (72.2% in Shopee (E-commerce)); Visa Inc. has 1 segment (100% in Payment Services).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Sea Limited has 4 moat types across 2 domains; Visa Inc. has 3 across 1.

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

72.2%

Visa Inc.

Payment Services

Market

Global general-purpose payment networks, transaction processing and payment-adjacent services

Geography

Global, with U.S. and international revenue disclosed separately

Customer

Issuers, acquirers, merchants, processors, fintechs, businesses, governments and consumers

Role

Four-party payment-network operator; authorization, clearing, settlement and multi-rail money-movement provider

Revenue share

100%

Side-by-side metrics

Sea Limited
Visa Inc.
Ticker / Exchange
SE - New York Stock Exchange (ADS)
V - New York Stock Exchange
Market cap (USD)
$46.9B
$789.7B
Gross margin (TTM)
45%
n/a
Operating margin (TTM)
8.2%
61.2%
Net margin (TTM)
5.8%
51.2%
Sector
Consumer
Financials
Industry
Internet platforms
Payments and financial technology
HQ country
SG
US
Primary segment
Shopee (E-commerce)
Payment Services
Market structure
Oligopoly
Oligopoly
Market share
53% (reported)
38.5% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
62 / 100
100 / 100
Moat domains
Network, Supply
Network
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

Two Sided Network

Sea Limited strengths

Physical Network DensityEcosystem ComplementsDirect Network Effects

Visa Inc. strengths

Clearing SettlementInteroperability Hub

Segment mix

Sea Limited segments

Full profile >

Shopee (E-commerce)

Oligopoly

72.2%

Monee (Digital Financial Services)

Competitive

16.5%

Garena (Digital Entertainment)

Competitive

10.5%

Other Services

Competitive

0.8%

Visa Inc. segments

Full profile >

Payment Services

Oligopoly

100%

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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.