VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Sea Limited vs Verisk Analytics, Inc.

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

Verisk Analytics, Inc.

VRSK · NASDAQ Global Select Market

Market cap (USD)$30.8B
Gross margin (TTM)69.6%
Operating margin (TTM)44.5%
Net margin (TTM)30.4%
SectorIndustrials
IndustryConsulting Services
CountryUS
Data as of2025-12-30
Moat score
87/ 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 Verisk Analytics, Inc.'s moat claims, evidence, and risks.

View VRSK analysis

Comparison highlights

  • Moat score gap: Verisk Analytics, Inc. leads (87 / 100 vs 69 / 100 for Sea Limited).
  • Segment focus: Sea Limited has 3 segments (73.8% in Shopee (E-commerce)); Verisk Analytics, Inc. has 2 segments (70.2% in Underwriting Solutions).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Sea Limited has 6 moat types across 3 domains; Verisk Analytics, Inc. has 6 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%

Verisk Analytics, Inc.

Underwriting Solutions

Market

Property and casualty insurance underwriting content and analytics (forms and rules and loss costs, underwriting data and catastrophe and weather risk)

Geography

Primarily U.S. (with growing international offerings)

Customer

P&C insurers (personal and commercial lines)

Role

Insurance data and analytics and standards and content provider

Revenue share

70.2%

Side-by-side metrics

Sea Limited
Verisk Analytics, Inc.
Ticker / Exchange
SE - New York Stock Exchange
VRSK - NASDAQ Global Select Market
Market cap (USD)
$82.8B
$30.8B
Gross margin (TTM)
44.9%
69.6%
Operating margin (TTM)
8.2%
44.5%
Net margin (TTM)
6.8%
30.4%
Sector
Consumer
Industrials
Industry
Specialty Retail
Consulting Services
HQ country
SG
US
Primary segment
Shopee (E-commerce)
Underwriting Solutions
Market structure
Oligopoly
Oligopoly
Market share
52% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
69 / 100
87 / 100
Moat domains
Network, Supply, Legal
Network, Legal, Demand
Last update
2026-01-06
2025-12-30

Moat coverage

Shared moat types

Ecosystem Complements

Sea Limited strengths

Two Sided NetworkDistribution ControlRegulated Standards PipeDirect Network EffectsContractual Exclusivity

Verisk Analytics, Inc. strengths

De Facto StandardCompliance AdvantageData Workflow LockinFormat Lock InData Network Effects

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%

Verisk Analytics, Inc. segments

Full profile >

Underwriting Solutions

Oligopoly

70.2%

Claims Solutions

Oligopoly

29.8%

Want the full wide moat stocks list?

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Proven models entering the expansion stage with unit economics that work.

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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.