VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Oriental Land Co., Ltd. vs Amazon.com, Inc.

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

Oriental Land Co., Ltd.

4661 · Tokyo Stock Exchange

Market cap (USD)
SectorConsumer
CountryJP
Data as of2025-12-30
Moat score
95/ 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 Oriental Land Co., Ltd.'s moat claims, evidence, and risks.

View 4661 analysis

Amazon.com, Inc.

AMZN · NASDAQ

Market cap (USD)$2.5T
SectorConsumer
CountryUS
Data as of2025-12-29
Moat score
87/ 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 Amazon.com, Inc.'s moat claims, evidence, and risks.

View AMZN analysis

Comparison highlights

  • Moat score gap: Oriental Land Co., Ltd. leads (95 / 100 vs 87 / 100 for Amazon.com, Inc.).
  • Segment focus: Oriental Land Co., Ltd. has 3 segments (81.3% in Theme Park Segment); Amazon.com, Inc. has 4 segments (73.5% in Amazon Stores (Retail, Marketplace, Prime Subscriptions)).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Oriental Land Co., Ltd. has 5 moat types across 4 domains; Amazon.com, Inc. has 10 across 4.

Primary market context

Oriental Land Co., Ltd.

Theme Park Segment

Market

Large-scale destination theme parks in Japan (Tokyo Disney Resort parks: Tokyo Disneyland and Tokyo DisneySea)

Geography

Japan (with inbound tourism)

Customer

Consumers (domestic residents and inbound tourists), plus group/agency channels

Role

Owner/operator of theme parks under licensed IP

Revenue share

81.3%

Amazon.com, Inc.

Amazon Stores (Retail, Marketplace, Prime Subscriptions)

Market

US retail ecommerce marketplace and online retail (integrated fulfillment + membership shipping)

Geography

United States

Customer

Consumers and third-party merchants

Role

Marketplace operator, retailer, and fulfillment provider

Revenue share

73.5%

Side-by-side metrics

Oriental Land Co., Ltd.
Amazon.com, Inc.
Ticker / Exchange
4661 - Tokyo Stock Exchange
AMZN - NASDAQ
Market cap (USD)
n/a
$2.5T
Sector
Consumer
Consumer
HQ country
JP
US
Primary segment
Theme Park Segment
Amazon Stores (Retail, Marketplace, Prime Subscriptions)
Market structure
Duopoly
Oligopoly
Market share
62%-65% (implied)
39%-42% (estimated)
HHI estimate
5,349
n/a
Pricing power
Strong
Moderate
Moat score
95 / 100
87 / 100
Moat domains
Legal, Demand, Supply, Network
Supply, Demand, Network, Financial
Last update
2025-12-30
2025-12-29

Moat coverage

Shared moat types

Capex Knowhow ScaleDistribution Control

Oriental Land Co., Ltd. strengths

Content Rights CurrencyBrand TrustEcosystem Complements

Amazon.com, Inc. strengths

Scope EconomiesLong Term ContractsTwo Sided NetworkPhysical Network DensitySuite BundlingHabit DefaultNegative Working CapitalData Network Effects

Segment mix

Oriental Land Co., Ltd. segments

Full profile >

Theme Park Segment

Duopoly

81.3%

Hotel Business Segment

Oligopoly

16.2%

Other Business Segment

Competitive

2.5%

Amazon.com, Inc. segments

Full profile >

Amazon Web Services (AWS)

Oligopoly

16.9%

Amazon Stores (Retail, Marketplace, Prime Subscriptions)

Oligopoly

73.5%

Advertising Services (Amazon Ads / Retail Media)

Oligopoly

8.8%

Other (healthcare, content licensing/distribution, shipping services, co-branded credit card agreements, etc.)

Competitive

0.9%

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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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.