VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Wuliangye Yibin Co., Ltd. vs Netflix, Inc.

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

Wuliangye Yibin Co., Ltd.

000858 · Shenzhen Stock Exchange

Market cap (USD)$419.9B
Gross margin (TTM)75.5%
Operating margin (TTM)46.7%
Net margin (TTM)34.6%
SectorConsumer
IndustryBeverages - Wineries & Distilleries
CountryCN
Data as of2025-12-30
Moat score
80/ 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 Wuliangye Yibin Co., Ltd.'s moat claims, evidence, and risks.

View 000858 analysis

Netflix, Inc.

NFLX · NASDAQ

Market cap (USD)$387.5B
Gross margin (TTM)48.1%
Operating margin (TTM)29.1%
Net margin (TTM)24.1%
SectorCommunication Services
IndustryEntertainment
CountryUS
Data as of2026-01-05
Moat score
65/ 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 Netflix, Inc.'s moat claims, evidence, and risks.

View NFLX analysis

Comparison highlights

  • Moat score gap: Wuliangye Yibin Co., Ltd. leads (80 / 100 vs 65 / 100 for Netflix, Inc.).
  • Segment focus: Wuliangye Yibin Co., Ltd. has 3 segments (76.1% in Wuliangye-branded Baijiu products); Netflix, Inc. has 1 segment (100% in Streaming entertainment platform).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Wuliangye Yibin Co., Ltd. has 5 moat types across 3 domains; Netflix, Inc. has 5 across 4.

Primary market context

Wuliangye Yibin Co., Ltd.

Wuliangye-branded Baijiu products

Market

China baijiu market (sales revenue; producers above designated size)

Geography

China

Customer

Consumers (premium gifting/banqueting; affluent households)

Role

Branded spirits producer and marketer

Revenue share

76.1%

Netflix, Inc.

Streaming entertainment platform

Market

Paid streaming video entertainment (SVOD/AVOD)

Geography

Global

Customer

Consumers (B2C); advertisers via ad-supported inventory

Role

Streaming platform operator; content producer/licensor

Revenue share

100%

Side-by-side metrics

Wuliangye Yibin Co., Ltd.
Netflix, Inc.
Ticker / Exchange
000858 - Shenzhen Stock Exchange
NFLX - NASDAQ
Market cap (USD)
$419.9B
$387.5B
Gross margin (TTM)
75.5%
48.1%
Operating margin (TTM)
46.7%
29.1%
Net margin (TTM)
34.6%
24.1%
Sector
Consumer
Communication Services
Industry
Beverages - Wineries & Distilleries
Entertainment
HQ country
CN
US
Primary segment
Wuliangye-branded Baijiu products
Streaming entertainment platform
Market structure
Oligopoly
Oligopoly
Market share
8%-10% (implied)
8.2%-8.4% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
80 / 100
65 / 100
Moat domains
Demand, Supply, Legal
Network, Supply, Legal, Financial
Last update
2025-12-30
2026-01-05

Moat coverage

Shared moat types

No overlap yet.

Wuliangye Yibin Co., Ltd. strengths

Brand TrustDistribution ControlRegulated Standards PipeCapex Knowhow ScalePortfolio adjacency / captive demand

Netflix, Inc. strengths

Data Network EffectsScale Economies Unit CostContent Rights CurrencyPhysical Network DensityFloat Prepayment

Segment mix

Wuliangye Yibin Co., Ltd. segments

Full profile >

Wuliangye-branded Baijiu products

Oligopoly

76.1%

Other liquor products (Wuliang NongXiang and other series)

Competitive

17.1%

Non-liquor products (other)

Competitive

6.8%

Netflix, Inc. segments

Full profile >

Streaming entertainment platform

Oligopoly

100%

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.