VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

The Sherwin-Williams Company vs Workday, Inc.

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

The Sherwin-Williams Company

SHW · New York Stock Exchange

Market cap (USD)$80.4B
SectorMaterials
CountryUS
Data as of2025-12-31
Moat score
84/ 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 The Sherwin-Williams Company's moat claims, evidence, and risks.

View SHW analysis

Workday, Inc.

WDAY · NASDAQ

Market cap (USD)$61.2B
SectorTechnology
CountryUS
Data as of2025-12-23
Moat score
71/ 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 Workday, Inc.'s moat claims, evidence, and risks.

View WDAY analysis

Comparison highlights

  • Moat score gap: The Sherwin-Williams Company leads (84 / 100 vs 71 / 100 for Workday, Inc.).
  • Segment focus: The Sherwin-Williams Company has 3 segments (57.1% in Paint Stores Group); Workday, Inc. has 2 segments (91.4% in Subscription services (Workday cloud applications + platform)).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: The Sherwin-Williams Company has 6 moat types across 3 domains; Workday, Inc. has 5 across 2.

Primary market context

The Sherwin-Williams Company

Paint Stores Group

Market

Company-operated paint & coatings retail (architectural + related products)

Geography

United States, Canada, Caribbean

Customer

Professional contractors and DIY homeowners

Role

Manufacturer-owned retail / distribution

Revenue share

57.1%

Workday, Inc.

Subscription services (Workday cloud applications + platform)

Market

Enterprise cloud applications for managing people and money (HCM, financial management, spend, planning & analytics)

Geography

Global

Customer

Medium to large organizations (including higher education and government)

Role

SaaS application vendor and extensible platform provider

Revenue share

91.4%

Side-by-side metrics

The Sherwin-Williams Company
Workday, Inc.
Ticker / Exchange
SHW - New York Stock Exchange
WDAY - NASDAQ
Market cap (USD)
$80.4B
$61.2B
Sector
Materials
Technology
HQ country
US
US
Primary segment
Paint Stores Group
Subscription services (Workday cloud applications + platform)
Market structure
Quasi-Monopoly
Oligopoly
Market share
69.4% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
84 / 100
71 / 100
Moat domains
Supply, Demand, Legal
Demand, Network
Last update
2025-12-31
2025-12-23

Moat coverage

Shared moat types

No overlap yet.

The Sherwin-Williams Company strengths

Distribution ControlService Field NetworkBrand TrustScope EconomiesSwitching Costs GeneralCompliance Advantage

Workday, Inc. strengths

Training Org Change CostsData Workflow LockinSuite BundlingEcosystem ComplementsWorkday implementation expertise

Segment mix

The Sherwin-Williams Company segments

Full profile >

Paint Stores Group

Quasi-Monopoly

57.1%

Consumer Brands Group

Oligopoly

13.5%

Performance Coatings Group

Oligopoly

29.4%

Workday, Inc. segments

Full profile >

Subscription services (Workday cloud applications + platform)

Oligopoly

91.4%

Professional services (deployment, optimization, training)

Competitive

8.6%

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.