Capgemini SE

CAP: XPAR (FRA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Capgemini: Downgrading Moat Rating to None on Potential AI Disruption; Fair Value Estimate Down 17%

Rob Hales

Mar 4, 2026

We reviewed our moat ratings in the global technology sector due to potential disruption from artificial intelligence.

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Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

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Read our editorial policy to learn more about our process.

United States

Capgemini SE

Capgemini: Downgrading Moat Rating to None on Potential AI Disruption; Fair Value Estimate Down 17%

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