VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Inner Mongolia Yili Industrial Group Co., Ltd. vs JD.com, Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Inner Mongolia Yili Industrial Group Co., Ltd.

600887 · Shanghai Stock Exchange

Market cap (USD)$26B
SectorConsumer
CountryCN
Data as of2025-12-30
Moat score
72/ 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 Inner Mongolia Yili Industrial Group Co., Ltd.'s moat claims, evidence, and risks.

View 600887 analysis

JD.com, Inc.

9618.HK · Hong Kong Stock Exchange

Market cap (USD)$27.4B
SectorConsumer
CountryKY
Data as of2025-12-28
Moat score
64/ 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 JD.com, Inc.'s moat claims, evidence, and risks.

View 9618.HK analysis

Comparison highlights

  • Moat score gap: Inner Mongolia Yili Industrial Group Co., Ltd. leads (72 / 100 vs 64 / 100 for JD.com, Inc.).
  • Segment focus: Inner Mongolia Yili Industrial Group Co., Ltd. has 4 segments (65.7% in Liquid Milk); JD.com, Inc. has 3 segments (87.7% in JD Retail).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Weak.
  • Moat breadth: Inner Mongolia Yili Industrial Group Co., Ltd. has 4 moat types across 2 domains; JD.com, Inc. has 7 across 3.

Primary market context

Inner Mongolia Yili Industrial Group Co., Ltd.

Liquid Milk

Market

China branded liquid dairy (ambient and chilled milk, yogurt, dairy beverages)

Geography

China (primarily)

Customer

Retail consumers

Role

Branded manufacturer and distributor

Revenue share

65.7%

JD.com, Inc.

JD Retail

Market

China e-commerce retail and marketplace (B2C) plus merchant marketing services

Geography

China

Customer

Consumers (end-users) and merchants/brands (sellers/advertisers)

Role

Retailer + marketplace operator

Revenue share

87.7%

Side-by-side metrics

Inner Mongolia Yili Industrial Group Co., Ltd.
JD.com, Inc.
Ticker / Exchange
600887 - Shanghai Stock Exchange
9618.HK - Hong Kong Stock Exchange
Market cap (USD)
$26B
$27.4B
Sector
Consumer
Consumer
HQ country
CN
KY
Primary segment
Liquid Milk
JD Retail
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
72 / 100
64 / 100
Moat domains
Demand, Supply
Supply, Demand, Network
Last update
2025-12-30
2025-12-28

Moat coverage

Shared moat types

Brand TrustScale Economies Unit Cost

Inner Mongolia Yili Industrial Group Co., Ltd. strengths

Distribution ControlCapex Knowhow Scale

JD.com, Inc. strengths

Operational ExcellenceTwo Sided NetworkPhysical Network DensityService Field NetworkEcosystem Complements

Segment mix

Inner Mongolia Yili Industrial Group Co., Ltd. segments

Full profile >

Liquid Milk

Oligopoly

65.7%

Milk Powder and Dairy Products

Oligopoly

26%

Cold Drinks (Ice Cream)

Competitive

7.6%

Other Products

Competitive

0.6%

JD.com, Inc. segments

Full profile >

JD Retail

Oligopoly

87.7%

JD Logistics

Competitive

11%

New Businesses

Competitive

1.3%

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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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.