VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Workday, Inc. vs WiseTech Global Limited

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

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.

Full stock profile

Dive deeper into Workday, Inc.'s moat claims, evidence, and risks.

View WDAY 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 71 / 100 for Workday, Inc.).
  • Segment focus: Workday, Inc. has 2 segments (91.4% in Subscription services (Workday cloud applications + platform)); WiseTech Global Limited has 3 segments (87.6% in CargoWise).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Workday, Inc. has 5 moat types across 2 domains; WiseTech Global Limited has 6 across 2.

Primary market context

Workday, Inc.

Subscription services (Workday cloud applications + platform)

Market

Enterprise cloud applications for managing people and money (HCM, financial management, spend, planning & analytics)

Geography

Global

Customer

Medium to large organizations (including higher education and government)

Role

SaaS application vendor and extensible platform provider

Revenue share

91.4%

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

Workday, Inc.
WiseTech Global Limited
Ticker / Exchange
WDAY - NASDAQ
WTC - ASX
Market cap (USD)
$61.2B
$15.4B
Sector
Technology
Technology
HQ country
US
AU
Primary segment
Subscription services (Workday cloud applications + platform)
CargoWise
Market structure
Oligopoly
Oligopoly
Market share
n/a
96% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
71 / 100
86 / 100
Moat domains
Demand, Network
Demand, Network
Last update
2025-12-23
2025-12-29

Moat coverage

Shared moat types

Data Workflow LockinSuite BundlingEcosystem Complements

Workday, Inc. strengths

Training Org Change CostsWorkday implementation expertise

WiseTech Global Limited strengths

Legacy installed-base tailTwo Sided NetworkData Network Effects

Segment mix

Workday, Inc. segments

Full profile >

Subscription services (Workday cloud applications + platform)

Oligopoly

91.4%

Professional services (deployment, optimization, training)

Competitive

8.6%

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.