VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Schneider Electric SE vs Texas Instruments Incorporated

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

Schneider Electric SE

SU.PA · Euronext Paris

Market cap (USD)
SectorIndustrials
CountryFR
Data as of2025-12-31
Moat score
72/ 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 Schneider Electric SE's moat claims, evidence, and risks.

View SU.PA analysis

Texas Instruments Incorporated

TXN · Nasdaq Global Select Market

Market cap (USD)$160.7B
SectorTechnology
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: Schneider Electric SE leads (72 / 100 vs 66 / 100 for Texas Instruments Incorporated).
  • Segment focus: Schneider Electric SE has 2 segments (81.6% in Energy Management); Texas Instruments Incorporated has 3 segments (77.8% in Analog).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Schneider Electric SE has 5 moat types across 3 domains; Texas Instruments Incorporated has 7 across 3.

Primary market context

Schneider Electric SE

Energy Management

Market

Energy management and electrical distribution equipment, systems and services (low/medium voltage, building and data-center electrical infrastructure, secure power, grid and energy digitalization)

Geography

Global

Customer

Buildings, data centers, industrial sites, infrastructure owners/operators; channel partners (contractors, distributors, system integrators)

Role

Manufacturer + system integrator + digital/field services provider

Revenue share

81.6%

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

Schneider Electric SE
Texas Instruments Incorporated
Ticker / Exchange
SU.PA - Euronext Paris
TXN - Nasdaq Global Select Market
Market cap (USD)
n/a
$160.7B
Sector
Industrials
Technology
HQ country
FR
US
Primary segment
Energy Management
Analog
Market structure
Oligopoly
Competitive
Market share
n/a
12%-16% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
72 / 100
66 / 100
Moat domains
Network, Supply, Demand
Supply, Demand, Legal
Last update
2025-12-31
2025-12-30

Moat coverage

Shared moat types

Distribution Control

Schneider Electric SE strengths

Ecosystem ComplementsInstalled Base ConsumablesData Workflow LockinService Field Network

Texas Instruments Incorporated strengths

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

Segment mix

Schneider Electric SE segments

Full profile >

Energy Management

Oligopoly

81.6%

Industrial Automation

Oligopoly

18.4%

Texas Instruments Incorporated segments

Full profile >

Analog

Competitive

77.8%

Embedded Processing

Competitive

16.2%

Other

Competitive

6.1%

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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.