VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Saturday, January 10, 2026

Stock Comparison

Temenos AG vs The Italian Sea Group S.p.A.

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

Temenos AG

TEMN · SIX Swiss Exchange

Market cap (USD)$5.8B
Gross margin (TTM)68%
Operating margin (TTM)24.5%
Net margin (TTM)29.4%
SectorTechnology
IndustrySoftware - Application
CountryCH
Data as of2025-12-28
Moat score
64/ 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 Temenos AG's moat claims, evidence, and risks.

View TEMN analysis

The Italian Sea Group S.p.A.

TISG · Euronext Milan (Borsa Italiana)

Market cap (USD)$241.7M
Gross margin (TTM)70.9%
Operating margin (TTM)12.1%
Net margin (TTM)3.8%
SectorConsumer
IndustryLeisure
CountryIT
Data as of2026-01-08
Moat score
61/ 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 The Italian Sea Group S.p.A.'s moat claims, evidence, and risks.

View TISG analysis

Comparison highlights

  • Moat score gap: Temenos AG leads (64 / 100 vs 61 / 100 for The Italian Sea Group S.p.A.).
  • Segment focus: Temenos AG has 2 segments (87.6% in Product); The Italian Sea Group S.p.A. has 2 segments (89.7% in Shipbuilding).
  • Moat breadth: Temenos AG has 6 moat types across 3 domains; The Italian Sea Group S.p.A. has 5 across 3.

Primary market context

Temenos AG

Product

Market

Banking software platforms (core banking, digital banking, payments, wealth, financial crime, analytics) for banks and financial institutions

Geography

Global

Customer

Banks and financial institutions

Role

Independent software vendor / platform provider

Revenue share

87.6%

The Italian Sea Group S.p.A.

Shipbuilding

Market

Luxury yacht and superyacht shipbuilding (motor and sailing, 24m+ projects under construction/contract)

Geography

Global

Customer

Ultra-high-net-worth individuals (owners) and yacht brokers; occasional fleet/charter buyers

Role

Designer/shipyard (OEM) and brand owner

Revenue share

89.7%

Side-by-side metrics

Temenos AG
The Italian Sea Group S.p.A.
Ticker / Exchange
TEMN - SIX Swiss Exchange
TISG - Euronext Milan (Borsa Italiana)
Market cap (USD)
$5.8B
$241.7M
Gross margin (TTM)
68%
70.9%
Operating margin (TTM)
24.5%
12.1%
Net margin (TTM)
29.4%
3.8%
Sector
Technology
Consumer
Industry
Software - Application
Leisure
HQ country
CH
IT
Primary segment
Product
Shipbuilding
Market structure
Oligopoly
Oligopoly
Market share
n/a
1.8%-2.2% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
64 / 100
61 / 100
Moat domains
Demand, Network, Supply
Demand, Supply, Legal
Last update
2025-12-28
2026-01-08

Moat coverage

Shared moat types

Long Term ContractsBrand TrustOperational Excellence

Temenos AG strengths

Training Org Change CostsEcosystem ComplementsSuite Bundling

The Italian Sea Group S.p.A. strengths

Supply Chain ControlConcession License

Segment mix

Temenos AG segments

Full profile >

Product

Oligopoly

87.6%

Services

Competitive

12.4%

The Italian Sea Group S.p.A. segments

Full profile >

Shipbuilding

Oligopoly

89.7%

Refit

Competitive

10.3%

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.