VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Sony Group Corporation vs The Walt Disney Company

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

The Walt Disney Company

DIS · New York Stock Exchange

Market cap (USD)
SectorCommunication Services
CountryUS
Data as of2025-12-27
Moat score
78/ 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 The Walt Disney Company's moat claims, evidence, and risks.

View DIS analysis

Comparison highlights

  • Moat score gap: The Walt Disney Company leads (78 / 100 vs 75 / 100 for Sony Group Corporation).
  • Segment focus: Sony Group Corporation has 5 segments (37.8% in Game & Network Services); The Walt Disney Company has 3 segments (44.1% in Entertainment (Streaming, Linear Networks, Studio & Licensing)).
  • Moat breadth: Sony Group Corporation has 8 moat types across 4 domains; The Walt Disney Company has 6 across 4.

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%

The Walt Disney Company

Entertainment (Streaming, Linear Networks, Studio & Licensing)

Market

Global video entertainment content and distribution (streaming, TV networks, film/TV studios)

Geography

Global

Customer

Consumers, advertisers, distributors (MVPDs/vMVPDs)

Role

Content owner/producer and distributor

Revenue share

44.1%

Side-by-side metrics

Sony Group Corporation
The Walt Disney Company
Ticker / Exchange
6758 - Tokyo Stock Exchange
DIS - New York Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Consumer
Communication Services
HQ country
JP
US
Primary segment
Game & Network Services
Entertainment (Streaming, Linear Networks, Studio & Licensing)
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
75 / 100
78 / 100
Moat domains
Network, Legal, Demand, Supply
Legal, Demand, Supply, Network
Last update
2025-12-29
2025-12-27

Moat coverage

Shared moat types

Ecosystem ComplementsContent Rights CurrencyBrand TrustCapex Knowhow Scale

Sony Group Corporation strengths

Two Sided NetworkReputation ReviewsDistribution ControlLearning Curve Yield

The Walt Disney Company strengths

Suite BundlingProcurement Inertia

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%

The Walt Disney Company segments

Full profile >

Entertainment (Streaming, Linear Networks, Studio & Licensing)

Oligopoly

44.1%

Sports (ESPN and sports content)

Oligopoly

18.4%

Experiences (Theme parks, resorts, cruises, consumer products)

Oligopoly

37.5%

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.