VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

Jiangsu Yanghe Distillery Co., Ltd. vs Diageo plc

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

Jiangsu Yanghe Distillery Co., Ltd.

002304.SZ · Shenzhen Stock Exchange

Market cap (USD)$10B
Gross margin (TTM)70.4%
Operating margin (TTM)10.7%
Net margin (TTM)6.2%
SectorConsumer
IndustryBeverages - Wineries & Distilleries
CountryCN
Data as of2025-12-30
Moat score
61/ 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 Jiangsu Yanghe Distillery Co., Ltd.'s moat claims, evidence, and risks.

View 002304.SZ analysis

Diageo plc

DGE · London Stock Exchange

Market cap (USD)$48.3B
Gross margin (TTM)60.1%
Operating margin (TTM)28.1%
Net margin (TTM)15%
SectorConsumer
IndustryBeverages - Wineries & Distilleries
CountryGB
Data as of2026-04-25
Moat score
58/ 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 Diageo plc's moat claims, evidence, and risks.

View DGE analysis

Comparison highlights

  • Moat score gap: Jiangsu Yanghe Distillery Co., Ltd. leads (61 / 100 vs 58 / 100 for Diageo plc).
  • Segment focus: Jiangsu Yanghe Distillery Co., Ltd. has 2 segments; Diageo plc has 5 segments (39.6% in North America).
  • Moat breadth: Jiangsu Yanghe Distillery Co., Ltd. has 4 moat types across 2 domains; Diageo plc has 4 across 2.

Primary market context

Jiangsu Yanghe Distillery Co., Ltd.

Premium baijiu (mid-high to high-end)

Market

China premium baijiu (mid-high to high-end price tiers)

Geography

China

Customer

Consumers via distributor/retail channels (banquet, gifting, personal consumption)

Role

Branded producer

Diageo plc

North America

Market

North American premium spirits, tequila, whisky, vodka, RTD and Guinness beer

Geography

United States and Canada

Customer

Wholesalers, distributors, retailers, on-trade accounts, control boards and consumers

Role

Brand owner, producer/importer, marketer and route-to-consumer orchestrator

Revenue share

39.6%

Side-by-side metrics

Jiangsu Yanghe Distillery Co., Ltd.
Diageo plc
Ticker / Exchange
002304.SZ - Shenzhen Stock Exchange
DGE - London Stock Exchange
Market cap (USD)
$10B
$48.3B
Gross margin (TTM)
70.4%
60.1%
Operating margin (TTM)
10.7%
28.1%
Net margin (TTM)
6.2%
15%
Sector
Consumer
Consumer
Industry
Beverages - Wineries & Distilleries
Beverages - Wineries & Distilleries
HQ country
CN
GB
Primary segment
Premium baijiu (mid-high to high-end)
North America
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
61 / 100
58 / 100
Moat domains
Demand, Supply
Demand, Supply
Last update
2025-12-30
2026-04-25

Moat coverage

Shared moat types

Brand TrustDistribution Control

Jiangsu Yanghe Distillery Co., Ltd. strengths

Capacity MoatScale Economies Unit Cost

Diageo plc strengths

Habit DefaultScope Economies

Segment mix

Jiangsu Yanghe Distillery Co., Ltd. segments

Full profile >

Premium baijiu (mid-high to high-end)

Oligopoly

n/a

Mass-market baijiu (mainstream price tiers)

Competitive

n/a

Diageo plc segments

Full profile >

North America

Oligopoly

39.6%

Europe

Competitive

24%

Asia Pacific

Competitive

18.1%

Latin America and Caribbean

Oligopoly

9.2%

Africa

Competitive

9.1%

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.