VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Sony Group Corporation vs Alibaba Group Holding Limited

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

Sony Group Corporation

6758 · Tokyo Stock Exchange

Market cap (USD)
SectorConsumer
CountryJP
Data as of2025-12-29
Moat score
75/ 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 Sony Group Corporation's moat claims, evidence, and risks.

View 6758 analysis

Alibaba Group Holding Limited

9988.HK · The Stock Exchange of Hong Kong Limited

Market cap (USD)
SectorConsumer
CountryKY
Data as of2025-12-29
Moat score
56/ 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 Alibaba Group Holding Limited's moat claims, evidence, and risks.

View 9988.HK analysis

Comparison highlights

  • Moat score gap: Sony Group Corporation leads (75 / 100 vs 56 / 100 for Alibaba Group Holding Limited).
  • Segment focus: Sony Group Corporation has 5 segments (37.8% in Game & Network Services); Alibaba Group Holding Limited has 7 segments (41% in Taobao and Tmall Group).
  • Moat breadth: Sony Group Corporation has 8 moat types across 4 domains; Alibaba Group Holding Limited has 6 across 3.

Primary market context

Sony Group Corporation

Game & Network Services

Market

Console gaming platforms and associated network services

Geography

Global

Customer

Consumers (players) and game developers/publishers

Role

Platform owner + publisher + hardware OEM

Revenue share

37.8%

Alibaba Group Holding Limited

Taobao and Tmall Group

Market

China online retail marketplaces & merchant services (Taobao, Tmall, 1688)

Geography

China

Customer

Consumers and merchants/brands

Role

Marketplace + advertising/merchant services

Revenue share

41%

Side-by-side metrics

Sony Group Corporation
Alibaba Group Holding Limited
Ticker / Exchange
6758 - Tokyo Stock Exchange
9988.HK - The Stock Exchange of Hong Kong Limited
Market cap (USD)
n/a
n/a
Sector
Consumer
Consumer
HQ country
JP
KY
Primary segment
Game & Network Services
Taobao and Tmall Group
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
75 / 100
56 / 100
Moat domains
Network, Legal, Demand, Supply
Network, Supply, Demand
Last update
2025-12-29
2025-12-29

Moat coverage

Shared moat types

Two Sided NetworkEcosystem ComplementsBrand TrustCapex Knowhow Scale

Sony Group Corporation strengths

Content Rights CurrencyReputation ReviewsDistribution ControlLearning Curve Yield

Alibaba Group Holding Limited strengths

Switching Costs GeneralSupply Chain Control

Segment mix

Sony Group Corporation segments

Full profile >

Game & Network Services

Oligopoly

37.8%

Music

Oligopoly

15.1%

Pictures

Oligopoly

12.5%

Entertainment, Technology & Services

Competitive

19.6%

Imaging & Sensing Solutions

Quasi-Monopoly

14.2%

Alibaba Group Holding Limited segments

Full profile >

Taobao and Tmall Group

Oligopoly

41%

Alibaba International Digital Commerce Group

Competitive

12.1%

Cloud Intelligence Group (Alibaba Cloud)

Oligopoly

10.8%

Cainiao Smart Logistics Network Limited

Competitive

9.2%

Local Services Group

Oligopoly

6.1%

Digital Media and Entertainment Group

Competitive

2%

All Others

Competitive

18.8%

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.