VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Schneider Electric SE vs Workday, Inc.

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

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: Schneider Electric SE leads (72 / 100 vs 71 / 100 for Workday, Inc.).
  • Segment focus: Schneider Electric SE has 2 segments (81.6% in Energy Management); Workday, Inc. has 2 segments (91.4% in Subscription services (Workday cloud applications + platform)).
  • Moat breadth: Schneider Electric SE has 5 moat types across 3 domains; Workday, Inc. 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%

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

Schneider Electric SE
Workday, Inc.
Ticker / Exchange
SU.PA - Euronext Paris
WDAY - NASDAQ
Market cap (USD)
n/a
$61.2B
Sector
Industrials
Technology
HQ country
FR
US
Primary segment
Energy Management
Subscription services (Workday cloud applications + platform)
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
72 / 100
71 / 100
Moat domains
Network, Supply, Demand
Demand, Network
Last update
2025-12-31
2025-12-23

Moat coverage

Shared moat types

Ecosystem ComplementsData Workflow Lockin

Schneider Electric SE strengths

Distribution ControlInstalled Base ConsumablesService Field Network

Workday, Inc. strengths

Training Org Change CostsSuite BundlingWorkday implementation expertise

Segment mix

Schneider Electric SE segments

Full profile >

Energy Management

Oligopoly

81.6%

Industrial Automation

Oligopoly

18.4%

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.