VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Sika AG vs Texas Instruments Incorporated

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

Sika AG

SIKA · SIX Swiss Exchange

Market cap (USD)$33B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorMaterials
Industry
CountryCH
Data as of2026-01-11
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 Sika AG's moat claims, evidence, and risks.

View SIKA analysis

Texas Instruments Incorporated

TXN · Nasdaq Global Select Market

Market cap (USD)$172.9B
Gross margin (TTM)57.5%
Operating margin (TTM)34.3%
Net margin (TTM)29.2%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2025-12-30
Moat score
66/ 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 Texas Instruments Incorporated's moat claims, evidence, and risks.

View TXN analysis

Comparison highlights

  • Moat score gap: Sika AG leads (69 / 100 vs 66 / 100 for Texas Instruments Incorporated).
  • Segment focus: Sika AG has 2 segments (85.5% in Construction); Texas Instruments Incorporated has 3 segments (77.8% in Analog).
  • Moat breadth: Sika AG has 6 moat types across 3 domains; Texas Instruments Incorporated has 7 across 3.

Primary market context

Sika AG

Construction

Market

Construction chemicals and building finishing systems (concrete admixtures, waterproofing, roofing, flooring, repair, sealants/adhesives)

Geography

Global

Customer

B2B: contractors, installers, distributors/building-material channels, ready-mix and concrete producers, asset owners

Role

Specialty chemicals manufacturer + system provider (specification + application support)

Revenue share

85.5%

Texas Instruments Incorporated

Analog

Market

Analog semiconductors (power management and signal chain ICs)

Geography

Global

Customer

Electronics OEMs/ODMs and distributors

Role

IDM semiconductor supplier

Revenue share

77.8%

Side-by-side metrics

Sika AG
Texas Instruments Incorporated
Ticker / Exchange
SIKA - SIX Swiss Exchange
TXN - Nasdaq Global Select Market
Market cap (USD)
$33B
$172.9B
Gross margin (TTM)
n/a
57.5%
Operating margin (TTM)
n/a
34.3%
Net margin (TTM)
n/a
29.2%
Sector
Materials
Technology
Industry
n/a
Semiconductors
HQ country
CH
US
Primary segment
Construction
Analog
Market structure
Competitive
Competitive
Market share
n/a
12%-16% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
69 / 100
66 / 100
Moat domains
Supply, Demand, Legal
Supply, Demand, Legal
Last update
2026-01-11
2025-12-30

Moat coverage

Shared moat types

No overlap yet.

Sika AG strengths

Physical Network DensityBrand TrustService Field NetworkCompliance AdvantageCapex Knowhow ScaleDesign In Qualification

Texas Instruments Incorporated strengths

Scale Economies Unit CostSupply Chain ControlDistribution ControlScope EconomiesTraining Org Change CostsIP Choke PointHabit Default

Segment mix

Sika AG segments

Full profile >

Construction

Competitive

85.5%

Automotive & Industry

Oligopoly

14.5%

Texas Instruments Incorporated segments

Full profile >

Analog

Competitive

77.8%

Embedded Processing

Competitive

16.2%

Other

Competitive

6.1%

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.