VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Visa Inc. vs WiseTech Global Limited

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

Visa Inc.

V · New York Stock Exchange

Market cap (USD)$677.5B
SectorFinancials
CountryUS
Data as of2025-12-21
Moat score
77/ 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 Visa Inc.'s moat claims, evidence, and risks.

View V analysis

WiseTech Global Limited

WTC · ASX

Market cap (USD)$15.4B
SectorTechnology
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 77 / 100 for Visa Inc.).
  • Segment focus: Visa Inc. has 4 segments (35.9% in Data processing revenue); WiseTech Global Limited has 3 segments (87.6% in CargoWise).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: n/a vs Strong.
  • Moat breadth: Visa Inc. has 7 moat types across 4 domains; WiseTech Global Limited has 6 across 2.

Primary market context

Visa Inc.

Data processing revenue

Market

Payment transaction processing (authorization, clearing and settlement) for VisaNet and related network access

Geography

Global

Customer

Issuers, acquirers, payment processors

Role

Network processor / switch (authorization, clearing, settlement)

Revenue share

35.9%

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

Visa Inc.
WiseTech Global Limited
Ticker / Exchange
V - New York Stock Exchange
WTC - ASX
Market cap (USD)
$677.5B
$15.4B
Sector
Financials
Technology
HQ country
US
AU
Primary segment
Data processing revenue
CargoWise
Market structure
Oligopoly
Oligopoly
Market share
n/a
96% (reported)
HHI estimate
n/a
n/a
Pricing power
n/a
Strong
Moat score
77 / 100
86 / 100
Moat domains
Network, Demand, Supply, Legal
Demand, Network
Last update
2025-12-21
2025-12-29

Moat coverage

Shared moat types

Two Sided NetworkSuite BundlingData Workflow Lockin

Visa Inc. strengths

Brand TrustClearing SettlementCapex Knowhow ScaleCompliance Advantage

WiseTech Global Limited strengths

Ecosystem ComplementsLegacy installed-base tailData Network Effects

Segment mix

Visa Inc. segments

Full profile >

Service revenue

Oligopoly

31.5%

Data processing revenue

Oligopoly

35.9%

International transaction revenue

Oligopoly

25.4%

Other revenue

Competitive

7.3%

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?

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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.