VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

OMRON Corporation vs Baidu, Inc.

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

OMRON Corporation

6645 · Tokyo Stock Exchange

Market cap (USD)$5B
SectorIndustrials
CountryJP
Data as of2025-12-30
Moat score
59/ 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 OMRON Corporation's moat claims, evidence, and risks.

View 6645 analysis

Baidu, Inc.

9888 · The Stock Exchange of Hong Kong Limited

Market cap (USD)
SectorTechnology
CountryCN
Data as of2025-12-28
Moat score
71/ 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 Baidu, Inc.'s moat claims, evidence, and risks.

View 9888 analysis

Comparison highlights

  • Moat score gap: Baidu, Inc. leads (71 / 100 vs 59 / 100 for OMRON Corporation).
  • Segment focus: OMRON Corporation has 5 segments (45% in Industrial Automation Business (IAB)); Baidu, Inc. has 4 segments (54.5% in Online Marketing (Search & Feed Ads)).
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: OMRON Corporation has 7 moat types across 4 domains; Baidu, Inc. has 10 across 4.

Primary market context

OMRON Corporation

Industrial Automation Business (IAB)

Market

Industrial automation components and factory automation solutions (sensors, controllers, safety, robotics, OT/IT services)

Geography

Global

Customer

Manufacturers and machine builders (B2B)

Role

Automation supplier + solutions/services provider

Revenue share

45%

Baidu, Inc.

Online Marketing (Search & Feed Ads)

Market

Chinese-language search and feed-based online marketing services

Geography

Mainland China

Customer

Advertisers (SMEs and larger enterprises) buying performance-based and feed ads

Role

Search + feed platform operator / ad marketplace

Revenue share

54.5%

Side-by-side metrics

OMRON Corporation
Baidu, Inc.
Ticker / Exchange
6645 - Tokyo Stock Exchange
9888 - The Stock Exchange of Hong Kong Limited
Market cap (USD)
$5B
n/a
Sector
Industrials
Technology
HQ country
JP
CN
Primary segment
Industrial Automation Business (IAB)
Online Marketing (Search & Feed Ads)
Market structure
Oligopoly
Quasi-Monopoly
Market share
n/a
62%-66% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
59 / 100
71 / 100
Moat domains
Supply, Demand, Legal, Network
Demand, Network, Supply, Legal
Last update
2025-12-30
2025-12-28

Moat coverage

Shared moat types

Data Workflow LockinBrand TrustLearning Curve YieldData Network Effects

OMRON Corporation strengths

Service Field NetworkCompliance AdvantageProcurement Inertia

Baidu, Inc. strengths

Habit DefaultEcosystem ComplementsCapex Knowhow ScaleRegulated Standards PipeContent Rights CurrencyScale Economies Unit Cost

Segment mix

OMRON Corporation segments

Full profile >

Industrial Automation Business (IAB)

Oligopoly

45%

Healthcare Business (HCB)

Competitive

18.2%

Social Systems, Solutions and Service Business (SSB)

Oligopoly

18.2%

Device and Module Solutions Business (DMB)

Competitive

13.2%

Data Solution Business (DSB)

Oligopoly

5.3%

Baidu, Inc. segments

Full profile >

Online Marketing (Search & Feed Ads)

Quasi-Monopoly

54.5%

AI Cloud (IaaS/PaaS/SaaS + GenAI APIs)

Oligopoly

16.3%

Intelligent Driving & Other Growth Initiatives

Oligopoly

7.4%

iQIYI (Online Entertainment)

Oligopoly

21.8%

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.