VOL. XCIV, NO. 247

* MOAT STOCKS COMPARISON *

NO ADVICE

Friday, December 26, 2025

Stock Comparison

Teradyne, Inc. vs Workday, Inc.

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

Teradyne, Inc.

TER · Nasdaq Stock Market

Market cap (USD)$31B
SectorTechnology
CountryUS
Data as of2025-12-23
Moat score
79/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat 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.

View full moat analysis >

Side-by-side metrics

Teradyne, Inc.
Workday, Inc.
Ticker / Exchange
TER - Nasdaq Stock Market
WDAY - NASDAQ
Market cap (USD)
$31B
$61.2B
Sector
Technology
Technology
HQ country
US
US
Primary segment
Semiconductor Test
Subscription services (Workday cloud applications + platform)
Market structure
Duopoly
Oligopoly
Market share
27%-30% (implied)
n/a
HHI estimate
3,565
n/a
Pricing power
Moderate
Moderate
Moat score
79 / 100
71 / 100
Moat domains
Demand, Supply, Network
Demand, Network
Last update
2025-12-23
2025-12-23

Moat coverage

Shared moat types

Ecosystem Complements

Teradyne, Inc. strengths

Format Lock InCapex Knowhow ScaleDesign In QualificationSwitching Costs GeneralBrand Trust

Workday, Inc. strengths

Training Org Change CostsData Workflow LockinSuite BundlingWorkday implementation expertise

Segment mix

Teradyne, Inc. segments

Full profile >

Semiconductor Test

Duopoly

77.9%

Product Test

Competitive

11.7%

Robotics

Competitive

10.4%

Workday, Inc. segments

Full profile >

Subscription services (Workday cloud applications + platform)

Oligopoly

91.4%

Professional services (deployment, optimization, training)

Competitive

8.6%

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 Pricing, features, and availability may be incomplete or out of date.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.