VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Thursday, January 8, 2026

Stock Comparison

Wuliangye Yibin Co., Ltd. vs Tesla, 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

Tesla, Inc.

TSLA · NASDAQ

Market cap (USD)$1.5T
Gross margin (TTM)17%
Operating margin (TTM)4.7%
Net margin (TTM)5.5%
SectorConsumer
IndustryAuto - Manufacturers
CountryUS
Data as of2026-01-05
Moat score
75/ 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 Tesla, Inc.'s moat claims, evidence, and risks.

View TSLA analysis

Comparison highlights

  • Moat score gap: Wuliangye Yibin Co., Ltd. leads (80 / 100 vs 75 / 100 for Tesla, Inc.).
  • Segment focus: Wuliangye Yibin Co., Ltd. has 3 segments (76.1% in Wuliangye-branded Baijiu products); Tesla, Inc. has 3 segments (78.9% in Automotive (vehicles + software + leasing + regulatory credits)).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: Wuliangye Yibin Co., Ltd. has 5 moat types across 3 domains; Tesla, Inc. has 9 across 3.

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%

Tesla, Inc.

Automotive (vehicles + software + leasing + regulatory credits)

Market

Battery-electric passenger vehicles (BEV) and connected vehicle software

Geography

United States (market share datapoint); global competition

Customer

Consumers and small fleets

Role

OEM (design, manufacture, direct-to-consumer sales)

Revenue share

78.9%

Side-by-side metrics

Wuliangye Yibin Co., Ltd.
Tesla, Inc.
Ticker / Exchange
000858 - Shenzhen Stock Exchange
TSLA - NASDAQ
Market cap (USD)
$419.9B
$1.5T
Gross margin (TTM)
75.5%
17%
Operating margin (TTM)
46.7%
4.7%
Net margin (TTM)
34.6%
5.5%
Sector
Consumer
Consumer
Industry
Beverages - Wineries & Distilleries
Auto - Manufacturers
HQ country
CN
US
Primary segment
Wuliangye-branded Baijiu products
Automotive (vehicles + software + leasing + regulatory credits)
Market structure
Oligopoly
Competitive
Market share
8%-10% (implied)
56.7% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
80 / 100
75 / 100
Moat domains
Demand, Supply, Legal
Network, Supply, Demand
Last update
2025-12-30
2026-01-05

Moat coverage

Shared moat types

Brand TrustCapex Knowhow Scale

Wuliangye Yibin Co., Ltd. strengths

Distribution ControlRegulated Standards PipePortfolio adjacency / captive demand

Tesla, Inc. strengths

Data Network EffectsPhysical Network DensityService Field NetworkSwitching Costs GeneralScope EconomiesData Workflow LockinScale Economies Unit Cost

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%

Tesla, Inc. segments

Full profile >

Automotive (vehicles + software + leasing + regulatory credits)

Competitive

78.9%

Services and Other (Supercharging + after-sales + used vehicles + insurance)

Quasi-Monopoly

10.8%

Energy Generation and Storage (Megapack + Powerwall + solar)

Oligopoly

10.3%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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Proven models entering the expansion stage with unit economics that work.

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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.