VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Tuesday, December 30, 2025

Stock Comparison

Tencent Holdings Limited vs Autodesk, Inc.

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

Market cap (USD)$705.6B
SectorCommunication Services
CountryCN
Data as of2025-12-28
Moat score
73/ 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 Tencent Holdings Limited's moat claims, evidence, and risks.

View 0700.HK analysis

Autodesk, Inc.

ADSK · NASDAQ

Market cap (USD)$63.7B
SectorTechnology
CountryUS
Data as of2025-12-29
Moat score
69/ 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 Autodesk, Inc.'s moat claims, evidence, and risks.

View ADSK analysis

Comparison highlights

  • Moat score gap: Tencent Holdings Limited leads (73 / 100 vs 69 / 100 for Autodesk, Inc.).
  • Segment focus: Tencent Holdings Limited has 4 segments (48.3% in Value-Added Services (VAS)); Autodesk, Inc. has 5 segments (47.9% in Architecture, Engineering, Construction and Operations (AECO)).
  • Moat breadth: Tencent Holdings Limited has 6 moat types across 2 domains; Autodesk, Inc. has 7 across 2.

Primary market context

Tencent Holdings Limited

Value-Added Services (VAS)

Market

Consumer social platforms and digital entertainment (online games, subscriptions, virtual items, digital content)

Geography

Mainland China (core) + Global (games)

Customer

Consumers

Role

Platform/operator + content publisher

Revenue share

48.3%

Autodesk, Inc.

Architecture, Engineering, Construction and Operations (AECO)

Market

Architecture, engineering, construction & operations (AECO) software (BIM, civil design, construction management)

Geography

Global

Customer

B2B / professional

Role

Software vendor (design + construction workflow platform)

Revenue share

47.9%

Side-by-side metrics

Tencent Holdings Limited
Autodesk, Inc.
Ticker / Exchange
0700.HK - Hong Kong Stock Exchange
ADSK - NASDAQ
Market cap (USD)
$705.6B
$63.7B
Sector
Communication Services
Technology
HQ country
CN
US
Primary segment
Value-Added Services (VAS)
Architecture, Engineering, Construction and Operations (AECO)
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
73 / 100
69 / 100
Moat domains
Network, Supply
Demand, Network
Last update
2025-12-28
2025-12-29

Moat coverage

Shared moat types

Ecosystem ComplementsTwo Sided Network

Tencent Holdings Limited strengths

Direct Network EffectsDistribution ControlData Network EffectsCapex Knowhow Scale

Autodesk, Inc. strengths

Data Workflow LockinSuite BundlingFormat Lock InBrand TrustProcurement Inertia

Segment mix

Tencent Holdings Limited segments

Full profile >

Value-Added Services (VAS)

Oligopoly

48.3%

Marketing Services

Oligopoly

18.4%

FinTech and Business Services

Oligopoly

32.1%

Others

Competitive

1.2%

Autodesk, Inc. segments

Full profile >

Architecture, Engineering, Construction and Operations (AECO)

Oligopoly

47.9%

AutoCAD and AutoCAD LT

Quasi-Monopoly

25.6%

Manufacturing (MFG)

Oligopoly

19.4%

Media and Entertainment (M&E)

Competitive

5.1%

Other (Consulting and other products/services)

Competitive

1.9%

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.