VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 10, 2026

Stock Comparison

The Italian Sea Group S.p.A. vs TransUnion

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

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

TransUnion

TRU · New York Stock Exchange

Market cap (USD)$17.1B
Gross margin (TTM)52.8%
Operating margin (TTM)18.7%
Net margin (TTM)9.5%
SectorFinancials
IndustryConsulting Services
CountryUS
Data as of2025-12-23
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 TransUnion's moat claims, evidence, and risks.

View TRU analysis

Comparison highlights

  • Moat score: both at 61 / 100.
  • Segment focus: The Italian Sea Group S.p.A. has 2 segments (89.7% in Shipbuilding); TransUnion has 4 segments (34.2% in U.S. Markets - Financial Services).
  • Moat breadth: The Italian Sea Group S.p.A. has 5 moat types across 3 domains; TransUnion has 8 across 4.

Primary market context

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%

TransUnion

U.S. Markets - Financial Services

Market

U.S. consumer credit bureau data & risk analytics for lenders

Geography

United States

Customer

B2B (banks, lenders, fintechs, mortgage/auto originators)

Role

Consumer reporting agency & decisioning analytics provider

Revenue share

34.2%

Side-by-side metrics

The Italian Sea Group S.p.A.
TransUnion
Ticker / Exchange
TISG - Euronext Milan (Borsa Italiana)
TRU - New York Stock Exchange
Market cap (USD)
$241.7M
$17.1B
Gross margin (TTM)
70.9%
52.8%
Operating margin (TTM)
12.1%
18.7%
Net margin (TTM)
3.8%
9.5%
Sector
Consumer
Financials
Industry
Leisure
Consulting Services
HQ country
IT
US
Primary segment
Shipbuilding
U.S. Markets - Financial Services
Market structure
Oligopoly
Oligopoly
Market share
1.8%-2.2% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
61 / 100
61 / 100
Moat domains
Demand, Supply, Legal
Network, Demand, Legal, Supply
Last update
2026-01-08
2025-12-23

Moat coverage

Shared moat types

Brand Trust

The Italian Sea Group S.p.A. strengths

Supply Chain ControlConcession LicenseLong Term ContractsOperational Excellence

TransUnion strengths

Standards RegistryData Network EffectsData Workflow LockinCompliance AdvantageScope EconomiesHabit DefaultDe Facto Standard

Segment mix

The Italian Sea Group S.p.A. segments

Full profile >

Shipbuilding

Oligopoly

89.7%

Refit

Competitive

10.3%

TransUnion segments

Full profile >

U.S. Markets - Financial Services

Oligopoly

34.2%

U.S. Markets - Emerging Verticals

Competitive

29%

U.S. Markets - Consumer Interactive

Competitive

14%

International

Oligopoly

22.8%

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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.