VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Wednesday, January 14, 2026
Stock Comparison
LY Corporation vs The Trade Desk, 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 analysisThe Trade Desk, Inc.
TTD · NASDAQ
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 Trade Desk, Inc.'s moat claims, evidence, and risks.
View TTD analysisComparison highlights
- Moat score gap: LY Corporation leads (68 / 100 vs 62 / 100 for The Trade Desk, Inc.).
- Segment focus: LY Corporation has 3 segments (44.2% in Commerce Business); The Trade Desk, Inc. has 1 segment (100% in Advertising Technology Platform (DSP)).
- Primary market structure: Oligopoly vs Competitive. Pricing power: Weak vs Moderate.
- Moat breadth: LY Corporation has 5 moat types across 2 domains; The Trade Desk, Inc. has 4 across 2.
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 Trade Desk, Inc.
Advertising Technology Platform (DSP)
Demand-side platforms (DSP) for programmatic advertising (open internet)
Global
Advertising agencies and advertisers
Buy-side platform / demand aggregation
100%
Side-by-side metrics
Moat coverage
Shared moat types
LY Corporation strengths
The Trade Desk, Inc. strengths
Segment mix
LY Corporation segments
Full profile >Media Business
Oligopoly
Commerce Business
Oligopoly
Strategic Business (FinTech)
Oligopoly
The Trade Desk, Inc. segments
Full profile >Advertising Technology Platform (DSP)
Competitive
Want the full wide moat stocks list?
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View the moat stocks listLooking for expansion-stage stocks?
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.