VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Wednesday, January 7, 2026

Stock Comparison

Inner Mongolia Yili Industrial Group Co., Ltd. vs Cochlear Limited

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)$181B
Gross margin (TTM)33.4%
Operating margin (TTM)7.9%
Net margin (TTM)6.8%
SectorConsumer
IndustryPackaged Foods
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

Cochlear Limited

COH · ASX

Market cap (USD)$17B
Gross margin (TTM)74.5%
Operating margin (TTM)22.7%
Net margin (TTM)16.2%
SectorHealthcare
IndustryMedical - Devices
CountryAU
Data as of2026-01-04
Moat score
81/ 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 Cochlear Limited's moat claims, evidence, and risks.

View COH analysis

Comparison highlights

  • Moat score gap: Cochlear Limited leads (81 / 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); Cochlear Limited has 3 segments (62.4% in Cochlear Implants).
  • Moat breadth: Inner Mongolia Yili Industrial Group Co., Ltd. has 4 moat types across 2 domains; Cochlear Limited has 8 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%

Cochlear Limited

Cochlear Implants

Market

Cochlear implant systems (internal implant + external sound processors) for severe-to-profound hearing loss

Geography

Global

Customer

Hospitals/ENT clinics and audiology programs (providers) serving implant candidates/recipients; reimbursed by public/private payers

Role

Medical device OEM / platform owner (implant + processor + fitting software + clinical support)

Revenue share

62.4%

Side-by-side metrics

Inner Mongolia Yili Industrial Group Co., Ltd.
Cochlear Limited
Ticker / Exchange
600887 - Shanghai Stock Exchange
COH - ASX
Market cap (USD)
$181B
$17B
Gross margin (TTM)
33.4%
74.5%
Operating margin (TTM)
7.9%
22.7%
Net margin (TTM)
6.8%
16.2%
Sector
Consumer
Healthcare
Industry
Packaged Foods
Medical - Devices
HQ country
CN
AU
Primary segment
Liquid Milk
Cochlear Implants
Market structure
Oligopoly
Oligopoly
Market share
n/a
60%-65% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
72 / 100
81 / 100
Moat domains
Demand, Supply
Demand, Legal, Supply
Last update
2025-12-30
2026-01-04

Moat coverage

Shared moat types

Brand TrustCapex Knowhow Scale

Inner Mongolia Yili Industrial Group Co., Ltd. strengths

Distribution ControlScale Economies Unit Cost

Cochlear Limited strengths

Compliance AdvantageIP Choke PointService Field NetworkInstalled Base ConsumablesFormat Lock InData Workflow Lockin

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%

Cochlear Limited segments

Full profile >

Cochlear Implants

Oligopoly

62.4%

Services

Monopoly

25.9%

Acoustics

Oligopoly

11.7%

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.