VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Wednesday, January 14, 2026
Stock Comparison
Tencent Holdings Limited vs LY Corporation
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Tencent Holdings Limited
0700.HK · Hong Kong Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Tencent Holdings Limited's moat claims, evidence, and risks.
View 0700.HK analysisLY Corporation
4689 · Tokyo Stock Exchange (Prime Market)
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into LY Corporation's moat claims, evidence, and risks.
View 4689 analysisComparison highlights
- Moat score gap: Tencent Holdings Limited leads (73 / 100 vs 68 / 100 for LY Corporation).
- Segment focus: Tencent Holdings Limited has 4 segments (48.3% in Value-Added Services (VAS)); LY Corporation has 3 segments (44.2% in Commerce Business).
- Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Weak.
- Moat breadth: Tencent Holdings Limited has 6 moat types across 2 domains; LY Corporation has 5 across 2.
Primary market context
Tencent Holdings Limited
Value-Added Services (VAS)
Consumer social platforms and digital entertainment (online games, subscriptions, virtual items, digital content)
Mainland China (core) + Global (games)
Consumers
Platform/operator + content publisher
48.3%
LY Corporation
Commerce Business
Japan e-commerce platforms and online marketplaces (shopping, fashion, B2B procurement, auctions/reuse, and services e-commerce)
Japan (with some cross-border commerce exposure via merchants and platforms)
Consumers and merchants/sellers; some B2B buyers via procurement platforms
Marketplace/platform operator + merchant services (payments, membership/loyalty, advertising, logistics partnerships)
44.2%
Side-by-side metrics
Moat coverage
Shared moat types
Tencent Holdings Limited strengths
LY Corporation strengths
Segment mix
Tencent Holdings Limited segments
Full profile >Value-Added Services (VAS)
Oligopoly
Marketing Services
Oligopoly
FinTech and Business Services
Oligopoly
Others
Competitive
LY Corporation segments
Full profile >Media Business
Oligopoly
Commerce Business
Oligopoly
Strategic Business (FinTech)
Oligopoly
Want the full wide moat stocks list?
Browse the full ranking of wide moat stocks, updated with moat scores and segment context.
View the moat stocks listLooking for expansion-stage stocks?
Proven models entering the expansion stage with unit economics that work.
View expansion-stage stocksCuration & 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.