10 companies with ultra-high market dominance and explore how this creates a powerful moat

This level of dominance enables them to achieve exceptional performance across key metrics. On average

  • Growth 23.6%

  • - Net profit margin 40.0%

  • - FCF yield 3.0%

The companies are:

  • S&P Global

    • Dominates financial ratings and analytics due to high entry barriers in the credit rating industry and its indispensable financial benchmarks

  • ASML

    • Monopoly in the production of advanced photolithography machines essential for cutting-edge semiconductor manufacturing, ensuring technological dependence

  • GTT

    • Global leader in LNG containment systems, benefiting from patents and expertise in a niche market with limited competition

  • Visa

    • Unrivaled payments network with vast global infrastructure and a trusted brand, benefiting from network effects and high switching costs for financial institutions

  • MSCI

    • Critical provider of global investment indices and analytics, leveraging its brand and essential role in asset management and passive investing strategies

  • Microsoft

    • Dominates enterprise software with its Windows and Office suite, cloud services, and developer tools, benefiting from strong customer lock-in and wide ecosystem

  • NVidia

    • Leader in GPUs for gaming, AI, and data centers, driven by technological innovation and dominance in critical hardware components for fast-growing industries

  • CME

    • Largest global derivatives exchange, benefitting from liquidity and scale, with unique products and clearing services that create high switching costs

  • Fair Isaac

    • Dominates the credit scoring industry with its FICO score, creating a moat through trust, data, and integration into financial systems globally

  • Alphabet

    • Market leader in search and digital advertising due to vast data resources, algorithmic superiority, and strong network effects across its ecosystem

Oct 19
at
12:34 PM