VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Friday, January 2, 2026

Stock Comparison

Schneider Electric SE vs Vulcan Materials Company

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)$132.4B
Gross margin (TTM)42.5%
Operating margin (TTM)16.9%
Net margin (TTM)10.8%
SectorIndustrials
IndustryIndustrial - Machinery
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

Vulcan Materials Company

VMC · New York Stock Exchange

Market cap (USD)$38.3B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorMaterials
IndustryConstruction Materials
CountryUS
Data as of2026-01-01
Moat score
73/ 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 Vulcan Materials Company's moat claims, evidence, and risks.

View VMC analysis

Comparison highlights

  • Moat score gap: Vulcan Materials Company leads (73 / 100 vs 72 / 100 for Schneider Electric SE).
  • Segment focus: Schneider Electric SE has 2 segments (81.6% in Energy Management); Vulcan Materials Company has 3 segments (74.4% in Aggregates).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Schneider Electric SE has 5 moat types across 3 domains; Vulcan Materials Company has 5 across 2.

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%

Vulcan Materials Company

Aggregates

Market

Construction aggregates (crushed stone, sand & gravel)

Geography

United States (local/regional markets)

Customer

Construction contractors and public infrastructure agencies

Role

Upstream raw materials producer

Revenue share

74.4%

Side-by-side metrics

Schneider Electric SE
Vulcan Materials Company
Ticker / Exchange
SU.PA - Euronext Paris
VMC - New York Stock Exchange
Market cap (USD)
$132.4B
$38.3B
Gross margin (TTM)
42.5%
n/a
Operating margin (TTM)
16.9%
n/a
Net margin (TTM)
10.8%
n/a
Sector
Industrials
Materials
Industry
Industrial - Machinery
Construction Materials
HQ country
FR
US
Primary segment
Energy Management
Aggregates
Market structure
Oligopoly
Oligopoly
Market share
n/a
8%-11% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
72 / 100
73 / 100
Moat domains
Network, Supply, Demand
Legal, Supply
Last update
2025-12-31
2026-01-01

Moat coverage

Shared moat types

No overlap yet.

Schneider Electric SE strengths

Ecosystem ComplementsDistribution ControlInstalled Base ConsumablesData Workflow LockinService Field Network

Vulcan Materials Company strengths

Permits Rights Of WayGeographic NaturalPhysical Network DensityScale Economies Unit CostSupply Chain Control

Segment mix

Schneider Electric SE segments

Full profile >

Energy Management

Oligopoly

81.6%

Industrial Automation

Oligopoly

18.4%

Vulcan Materials Company segments

Full profile >

Aggregates

Oligopoly

74.4%

Asphalt

Competitive

16.8%

Concrete

Competitive

8.8%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.