VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Tesla, Inc. vs WiseTech Global Limited

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

Tesla, Inc.

TSLA · NASDAQ

Market cap (USD)$1.5T
Gross margin (TTM)17%
Operating margin (TTM)4.7%
Net margin (TTM)5.5%
SectorConsumer
IndustryAuto - Manufacturers
CountryUS
Data as of2026-01-05
Moat score
75/ 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 Tesla, Inc.'s moat claims, evidence, and risks.

View TSLA analysis

WiseTech Global Limited

WTC · ASX

Market cap (USD)$21.7B
Gross margin (TTM)83.6%
Operating margin (TTM)37.2%
Net margin (TTM)25.6%
SectorTechnology
IndustrySoftware - Application
CountryAU
Data as of2025-12-29
Moat score
86/ 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 WiseTech Global Limited's moat claims, evidence, and risks.

View WTC analysis

Comparison highlights

  • Moat score gap: WiseTech Global Limited leads (86 / 100 vs 75 / 100 for Tesla, Inc.).
  • Segment focus: Tesla, Inc. has 3 segments (78.9% in Automotive (vehicles + software + leasing + regulatory credits)); WiseTech Global Limited has 3 segments (87.6% in CargoWise).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Tesla, Inc. has 9 moat types across 3 domains; WiseTech Global Limited has 6 across 2.

Primary market context

Tesla, Inc.

Automotive (vehicles + software + leasing + regulatory credits)

Market

Battery-electric passenger vehicles (BEV) and connected vehicle software

Geography

United States (market share datapoint); global competition

Customer

Consumers and small fleets

Role

OEM (design, manufacture, direct-to-consumer sales)

Revenue share

78.9%

WiseTech Global Limited

CargoWise

Market

Enterprise logistics execution software for freight forwarders, customs brokers and 3PLs (CargoWise platform)

Geography

Global

Customer

Logistics service providers (freight forwarders, customs brokers, 3PLs)

Role

SaaS software platform vendor

Revenue share

87.6%

Side-by-side metrics

Tesla, Inc.
WiseTech Global Limited
Ticker / Exchange
TSLA - NASDAQ
WTC - ASX
Market cap (USD)
$1.5T
$21.7B
Gross margin (TTM)
17%
83.6%
Operating margin (TTM)
4.7%
37.2%
Net margin (TTM)
5.5%
25.6%
Sector
Consumer
Technology
Industry
Auto - Manufacturers
Software - Application
HQ country
US
AU
Primary segment
Automotive (vehicles + software + leasing + regulatory credits)
CargoWise
Market structure
Competitive
Oligopoly
Market share
56.7% (reported)
96% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
75 / 100
86 / 100
Moat domains
Network, Supply, Demand
Demand, Network
Last update
2026-01-05
2025-12-29

Moat coverage

Shared moat types

Data Network EffectsData Workflow Lockin

Tesla, Inc. strengths

Capex Knowhow ScaleBrand TrustPhysical Network DensityService Field NetworkSwitching Costs GeneralScope EconomiesScale Economies Unit Cost

WiseTech Global Limited strengths

Ecosystem ComplementsSuite BundlingLegacy installed-base tailTwo Sided Network

Segment mix

Tesla, Inc. segments

Full profile >

Automotive (vehicles + software + leasing + regulatory credits)

Competitive

78.9%

Services and Other (Supercharging + after-sales + used vehicles + insurance)

Quasi-Monopoly

10.8%

Energy Generation and Storage (Megapack + Powerwall + solar)

Oligopoly

10.3%

WiseTech Global Limited segments

Full profile >

CargoWise

Oligopoly

87.6%

Non-CargoWise acquired platforms (legacy)

Competitive

12.4%

e2open (multi-enterprise supply chain applications & network; acquired)

Oligopoly

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.