VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Wednesday, January 14, 2026

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Stock Comparison

TE Connectivity plc vs Xero Limited

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

TE Connectivity plc

TEL · New York Stock Exchange

Market cap (USD)—

Gross margin (TTM)—

Operating margin (TTM)—

Net margin (TTM)—

SectorTechnology

Industry—

CountryIE

Data as of2026-01-11

Moat score

62/ 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 TE Connectivity plc's moat claims, evidence, and risks.

View TEL analysis

Xero Limited

XRO · Australian Securities Exchange

Market cap (USD)$18.3B

Gross margin (TTM)85.3%

Operating margin (TTM)17.6%

Net margin (TTM)11.5%

SectorTechnology

IndustrySoftware - Application

CountryNZ

Data as of2026-01-02

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 Xero Limited's moat claims, evidence, and risks.

View XRO analysis

Comparison highlights

Moat score gap: Xero Limited leads (71 / 100 vs 62 / 100 for TE Connectivity plc).
Segment focus: TE Connectivity plc has 2 segments (54.4% in Transportation Solutions); Xero Limited has 2 segments.
Primary market structure: Oligopoly vs Oligopoly. Pricing power: Weak vs Moderate.
Moat breadth: TE Connectivity plc has 4 moat types across 2 domains; Xero Limited has 7 across 3.

Primary market context

TE Connectivity plc

Transportation Solutions

Market

Transportation connectivity and sensor components (automotive, commercial transportation, sensors)

Geography

Global

Customer

Automotive & commercial vehicle OEMs and Tier-1 suppliers; industrial/OEM customers for sensors

Role

Component supplier / design partner

Revenue share

54.4%

Xero Limited

Core Accounting Subscription Platform

Market

Cloud accounting software for small businesses and their advisors

Geography

Global

Customer

SMB; accountants & bookkeepers

Role

Software platform (SaaS)

Side-by-side metrics

TE Connectivity plc

Xero Limited

Ticker / Exchange

TEL - New York Stock Exchange

XRO - Australian Securities Exchange

Market cap (USD)

n/a

$18.3B

Gross margin (TTM)

n/a

85.3%

Operating margin (TTM)

n/a

17.6%

Net margin (TTM)

n/a

11.5%

Sector

Technology

Industry

n/a

Software - Application

HQ country

Primary segment

Transportation Solutions

Core Accounting Subscription Platform

Market structure

Oligopoly

Market share

n/a

HHI estimate

n/a

Pricing power

Weak

Moderate

Moat score

62 / 100

71 / 100

Moat domains

Demand, Supply

Demand, Network, Financial

Last update

2026-01-11

2026-01-02

Moat coverage

Shared moat types

No overlap yet.

TE Connectivity plc strengths

Design In QualificationScope EconomiesOperational ExcellenceCapex Knowhow Scale

Xero Limited strengths

Data Workflow LockinSwitching Costs GeneralTwo Sided NetworkBenchmark Pricing PowerInteroperability HubEcosystem ComplementsSuite Bundling

Segment mix

TE Connectivity plc segments

Full profile >

Transportation Solutions

Oligopoly

54.4%

Industrial Solutions

Oligopoly

45.6%

Xero Limited segments

Full profile >

Core Accounting Subscription Platform

Oligopoly

n/a

Platform Services (Payments, Payroll, App Ecosystem)

Competitive

n/a

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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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.