VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 14, 2026

Stock Comparison

LY Corporation vs Meta Platforms, 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)

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorCommunication Services
Industry
CountryJP
Data as of2026-01-12
Moat score
68/ 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 LY Corporation's moat claims, evidence, and risks.

View 4689 analysis

Meta Platforms, Inc.

META · Nasdaq Global Select Market

Market cap (USD)$1.6T
Gross margin (TTM)82%
Operating margin (TTM)43.2%
Net margin (TTM)30.9%
SectorCommunication Services
IndustryInternet Content & Information
CountryUS
Data as of2025-12-26
Moat score
94/ 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 Meta Platforms, Inc.'s moat claims, evidence, and risks.

View META analysis

Comparison highlights

  • Moat score gap: Meta Platforms, Inc. leads (94 / 100 vs 68 / 100 for LY Corporation).
  • Segment focus: LY Corporation has 3 segments (44.2% in Commerce Business); Meta Platforms, Inc. has 2 segments (98.7% in Family of Apps (FoA)).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: LY Corporation has 5 moat types across 2 domains; Meta Platforms, Inc. has 6 across 2.

Primary market context

LY Corporation

Commerce Business

Market

Japan e-commerce platforms and online marketplaces (shopping, fashion, B2B procurement, auctions/reuse, and services e-commerce)

Geography

Japan (with some cross-border commerce exposure via merchants and platforms)

Customer

Consumers and merchants/sellers; some B2B buyers via procurement platforms

Role

Marketplace/platform operator + merchant services (payments, membership/loyalty, advertising, logistics partnerships)

Revenue share

44.2%

Meta Platforms, Inc.

Family of Apps (FoA)

Market

Global social media platforms & social media advertising

Geography

Global

Customer

Consumers and advertisers

Role

Two-sided platform (attention + ad auction)

Revenue share

98.7%

Side-by-side metrics

LY Corporation
Meta Platforms, Inc.
Ticker / Exchange
4689 - Tokyo Stock Exchange (Prime Market)
META - Nasdaq Global Select Market
Market cap (USD)
n/a
$1.6T
Gross margin (TTM)
n/a
82%
Operating margin (TTM)
n/a
43.2%
Net margin (TTM)
n/a
30.9%
Sector
Communication Services
Communication Services
Industry
n/a
Internet Content & Information
HQ country
JP
US
Primary segment
Commerce Business
Family of Apps (FoA)
Market structure
Oligopoly
Oligopoly
Market share
n/a
55%-65% (estimated)
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
68 / 100
94 / 100
Moat domains
Network, Demand
Network, Supply
Last update
2026-01-12
2025-12-26

Moat coverage

Shared moat types

Two Sided NetworkData Network EffectsEcosystem Complements

LY Corporation strengths

Habit DefaultSwitching Costs General

Meta Platforms, Inc. strengths

Direct Network EffectsCapex Knowhow ScaleLearning Curve Yield

Segment mix

LY Corporation segments

Full profile >

Media Business

Oligopoly

38.1%

Commerce Business

Oligopoly

44.2%

Strategic Business (FinTech)

Oligopoly

17.8%

Meta Platforms, Inc. segments

Full profile >

Family of Apps (FoA)

Oligopoly

98.7%

Reality Labs (RL)

Quasi-Monopoly

1.3%

Want the full wide moat stocks list?

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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.