VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 9, 2026

Stock Comparison

Oriental Land Co., Ltd. vs Domino's Pizza, 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)$4.7T
Gross margin (TTM)40.1%
Operating margin (TTM)25.4%
Net margin (TTM)18.2%
SectorConsumer
IndustryLeisure
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

Domino's Pizza, Inc.

DPZ · Nasdaq Global Select Market

Market cap (USD)$13.9B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorConsumer
Industry
CountryUS
Data as of2026-01-06
Moat score
77/ 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 Domino's Pizza, Inc.'s moat claims, evidence, and risks.

View DPZ analysis

Comparison highlights

  • Moat score gap: Oriental Land Co., Ltd. leads (95 / 100 vs 77 / 100 for Domino's Pizza, Inc.).
  • Segment focus: Oriental Land Co., Ltd. has 3 segments (81.3% in Theme Park Segment); Domino's Pizza, Inc. has 3 segments (60.5% in Supply Chain).
  • Primary market structure: Duopoly vs Quasi-Monopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Oriental Land Co., Ltd. has 5 moat types across 4 domains; Domino's Pizza, Inc. has 7 across 3.

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%

Domino's Pizza, Inc.

Supply Chain

Market

Pizza ingredients manufacturing & distribution for Domino's system stores

Geography

United States and Canada

Customer

Domino's franchisees and company-owned stores

Role

Manufacturer / distributor

Revenue share

60.5%

Side-by-side metrics

Oriental Land Co., Ltd.
Domino's Pizza, Inc.
Ticker / Exchange
4661 - Tokyo Stock Exchange
DPZ - Nasdaq Global Select Market
Market cap (USD)
$4.7T
$13.9B
Gross margin (TTM)
40.1%
n/a
Operating margin (TTM)
25.4%
n/a
Net margin (TTM)
18.2%
n/a
Sector
Consumer
Consumer
Industry
Leisure
n/a
HQ country
JP
US
Primary segment
Theme Park Segment
Supply Chain
Market structure
Duopoly
Quasi-Monopoly
Market share
62%-65% (implied)
n/a
HHI estimate
5,349
n/a
Pricing power
Strong
Moderate
Moat score
95 / 100
77 / 100
Moat domains
Legal, Demand, Supply, Network
Supply, Demand, Network
Last update
2025-12-30
2026-01-06

Moat coverage

Shared moat types

Brand TrustEcosystem Complements

Oriental Land Co., Ltd. strengths

Content Rights CurrencyCapex Knowhow ScaleDistribution Control

Domino's Pizza, Inc. strengths

Physical Network DensityHabit DefaultOperational ExcellenceSupply Chain ControlScale Economies Unit Cost

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%

Domino's Pizza, Inc. segments

Full profile >

U.S. Stores

Oligopoly

32.8%

Supply Chain

Quasi-Monopoly

60.5%

International Franchise

Competitive

6.8%

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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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

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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.