VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Synopsys, Inc. vs Workday, Inc.

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

Synopsys, Inc.

SNPS · NASDAQ

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-29
Moat score
85/ 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 Synopsys, Inc.'s moat claims, evidence, and risks.

View SNPS 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: Synopsys, Inc. leads (85 / 100 vs 71 / 100 for Workday, Inc.).
  • Segment focus: Synopsys, Inc. has 2 segments (75.2% in Design Automation); Workday, Inc. has 2 segments (91.4% in Subscription services (Workday cloud applications + platform)).
  • Moat breadth: Synopsys, Inc. has 5 moat types across 2 domains; Workday, Inc. has 5 across 2.

Primary market context

Synopsys, Inc.

Design Automation

Market

Electronic design automation (EDA) software and silicon-to-systems simulation & analysis tools

Geography

Global

Customer

Semiconductor and systems companies (chip/system designers)

Role

Software + hardware tooling provider / platform

Revenue share

75.2%

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

Synopsys, Inc.
Workday, Inc.
Ticker / Exchange
SNPS - NASDAQ
WDAY - NASDAQ
Market cap (USD)
n/a
$61.2B
Sector
Technology
Technology
HQ country
US
US
Primary segment
Design Automation
Subscription services (Workday cloud applications + platform)
Market structure
Oligopoly
Oligopoly
Market share
30%-32% (reported)
n/a
HHI estimate
2,140
n/a
Pricing power
Moderate
Moderate
Moat score
85 / 100
71 / 100
Moat domains
Demand, Supply
Demand, Network
Last update
2025-12-29
2025-12-23

Moat coverage

Shared moat types

Suite Bundling

Synopsys, Inc. strengths

Switching Costs GeneralCapex Knowhow ScaleDesign In QualificationInstalled Base Consumables

Workday, Inc. strengths

Training Org Change CostsData Workflow LockinEcosystem ComplementsWorkday implementation expertise

Segment mix

Synopsys, Inc. segments

Full profile >

Design Automation

Oligopoly

75.2%

Design IP

Oligopoly

24.8%

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.