VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Stock Comparison
LY Corporation vs Bilibili Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
LY 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 analysisBilibili Inc.
BILI · Nasdaq Global Select 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 Bilibili Inc.'s moat claims, evidence, and risks.
View BILI analysisComparison highlights
- Moat score gap: LY Corporation leads (68 / 100 vs 60 / 100 for Bilibili Inc.).
- Segment focus: LY Corporation has 3 segments (44.2% in Commerce Business); Bilibili Inc. has 4 segments (39.3% in Value-Added Services).
- Primary market structure: Oligopoly vs Competitive. Pricing power: Weak vs Moderate.
- Moat breadth: LY Corporation has 5 moat types across 2 domains; Bilibili Inc. has 7 across 4.
Primary market context
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%
Bilibili Inc.
Value-Added Services
China online video community VAS, live broadcasting, premium memberships, fan charging and premium content services
China
Video users, premium members, live-streaming users, fan communities, hosts and content creators
Video community operator, creator monetization platform, premium-content distributor and live-broadcasting virtual-item platform
39.3%
Side-by-side metrics
Moat coverage
Shared moat types
LY Corporation strengths
Bilibili Inc. strengths
Segment mix
LY Corporation segments
Full profile >Media Business
Oligopoly
Commerce Business
Oligopoly
Strategic Business (FinTech)
Oligopoly
Bilibili Inc. segments
Full profile >Value-Added Services
Competitive
Advertising
Competitive
Mobile Games
Oligopoly
IP Derivatives and Others
Competitive
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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.