VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Jiangsu Yanghe Distillery Co., Ltd. vs Netflix, Inc.

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)$95.5B
Gross margin (TTM)69.9%
Operating margin (TTM)15.7%
Net margin (TTM)10.6%
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

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: Netflix, Inc. leads (65 / 100 vs 61 / 100 for Jiangsu Yanghe Distillery Co., Ltd.).
  • Segment focus: Jiangsu Yanghe Distillery Co., Ltd. has 2 segments; Netflix, Inc. has 1 segment (100% in Streaming entertainment platform).
  • Moat breadth: Jiangsu Yanghe Distillery Co., Ltd. has 4 moat types across 2 domains; Netflix, Inc. has 5 across 4.

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

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

Jiangsu Yanghe Distillery Co., Ltd.
Netflix, Inc.
Ticker / Exchange
002304.SZ - Shenzhen Stock Exchange
NFLX - NASDAQ
Market cap (USD)
$95.5B
$387.5B
Gross margin (TTM)
69.9%
48.1%
Operating margin (TTM)
15.7%
29.1%
Net margin (TTM)
10.6%
24.1%
Sector
Consumer
Communication Services
Industry
Beverages - Wineries & Distilleries
Entertainment
HQ country
CN
US
Primary segment
Premium baijiu (mid-high to high-end)
Streaming entertainment platform
Market structure
Oligopoly
Oligopoly
Market share
n/a
8.2%-8.4% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
61 / 100
65 / 100
Moat domains
Demand, Supply
Network, Supply, Legal, Financial
Last update
2025-12-30
2026-01-05

Moat coverage

Shared moat types

Scale Economies Unit Cost

Jiangsu Yanghe Distillery Co., Ltd. strengths

Brand TrustDistribution ControlCapacity Moat

Netflix, Inc. strengths

Data Network EffectsContent Rights CurrencyPhysical Network DensityFloat Prepayment

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

Netflix, Inc. segments

Full profile >

Streaming entertainment platform

Oligopoly

100%

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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.