VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Inner Mongolia Yili Industrial Group Co., Ltd. vs Booking Holdings 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

Booking Holdings Inc.

BKNG · NASDAQ Global Select Market

Market cap (USD)$175.6B
SectorConsumer
CountryUS
Data as of2025-12-25
Moat score
77/ 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 Booking Holdings Inc.'s moat claims, evidence, and risks.

View BKNG analysis

Comparison highlights

  • Moat score gap: Booking Holdings Inc. leads (77 / 100 vs 72 / 100 for Inner Mongolia Yili Industrial Group Co., Ltd.).
  • Segment focus: Inner Mongolia Yili Industrial Group Co., Ltd. has 4 segments (65.7% in Liquid Milk); Booking Holdings Inc. has 2 segments (95.5% in OTC online travel reservations (Booking.com, Priceline, Agoda)).
  • Moat breadth: Inner Mongolia Yili Industrial Group Co., Ltd. has 4 moat types across 2 domains; Booking Holdings Inc. has 5 across 4.

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%

Booking Holdings Inc.

OTC online travel reservations (Booking.com, Priceline, Agoda)

Market

Online travel agency (OTA) reservation platforms

Geography

Global

Customer

Two-sided: travelers (B2C) and travel service providers (B2B)

Role

Intermediary / marketplace

Revenue share

95.5%

Side-by-side metrics

Inner Mongolia Yili Industrial Group Co., Ltd.
Booking Holdings Inc.
Ticker / Exchange
600887 - Shanghai Stock Exchange
BKNG - NASDAQ Global Select Market
Market cap (USD)
$26B
$175.6B
Sector
Consumer
Consumer
HQ country
CN
US
Primary segment
Liquid Milk
OTC online travel reservations (Booking.com, Priceline, Agoda)
Market structure
Oligopoly
Oligopoly
Market share
n/a
23%-31% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
72 / 100
77 / 100
Moat domains
Demand, Supply
Network, Demand, Supply, Financial
Last update
2025-12-30
2025-12-25

Moat coverage

Shared moat types

Brand Trust

Inner Mongolia Yili Industrial Group Co., Ltd. strengths

Distribution ControlScale Economies Unit CostCapex Knowhow Scale

Booking Holdings Inc. strengths

Two Sided NetworkHabit DefaultScope EconomiesFloat Prepayment

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%

Booking Holdings Inc. segments

Full profile >

OTC online travel reservations (Booking.com, Priceline, Agoda)

Oligopoly

95.5%

Metasearch & restaurant reservations (KAYAK, OpenTable)

Competitive

4.5%

Want the full wide moat stocks list?

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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.