VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Wednesday, January 14, 2026
Stock Comparison
LY Corporation vs The Walt Disney Company
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 analysisThe Walt Disney Company
DIS · New York 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 The Walt Disney Company's moat claims, evidence, and risks.
View DIS analysisComparison highlights
- Moat score gap: The Walt Disney Company leads (78 / 100 vs 68 / 100 for LY Corporation).
- Segment focus: LY Corporation has 3 segments (44.2% in Commerce Business); The Walt Disney Company has 3 segments (44.1% in Entertainment (Streaming, Linear Networks, Studio & Licensing)).
- Primary market structure: Oligopoly vs Oligopoly. Pricing power: Weak vs Moderate.
- Moat breadth: LY Corporation has 5 moat types across 2 domains; The Walt Disney Company has 6 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%
The Walt Disney Company
Entertainment (Streaming, Linear Networks, Studio & Licensing)
Global video entertainment content and distribution (streaming, TV networks, film/TV studios)
Global
Consumers, advertisers, distributors (MVPDs/vMVPDs)
Content owner/producer and distributor
44.1%
Side-by-side metrics
Moat coverage
Shared moat types
LY Corporation strengths
The Walt Disney Company strengths
Segment mix
LY Corporation segments
Full profile >Media Business
Oligopoly
Commerce Business
Oligopoly
Strategic Business (FinTech)
Oligopoly
The Walt Disney Company segments
Full profile >Entertainment (Streaming, Linear Networks, Studio & Licensing)
Oligopoly
Sports (ESPN and sports content)
Oligopoly
Experiences (Theme parks, resorts, cruises, consumer products)
Oligopoly
Want the full wide moat stocks list?
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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.