WIDE MOAT STOCKS COMPARISON

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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)$156.4B
Gross margin (TTM)33%
Operating margin (TTM)13.7%
Net margin (TTM)9.6%
SectorConsumer
IndustryConsumer electronics
CountryJP
Data as of2026-08-23
62/100
Moat score

Weighted across the company's segments.

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)$205.8B
Gross margin (TTM)37.6%
Operating margin (TTM)13.7%
Net margin (TTM)8.7%
SectorCommunication Services
IndustryMedia and entertainment
CountryUS
Data as of2026-08-23
76/100
Moat score

Weighted across the company's segments.

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 (76 / 100 vs 62 / 100 for Sony Group Corporation).
  • Segment focus: Sony Group Corporation has 6 segments (36.6% in Game & Network Services); The Walt Disney Company has 3 segments (44.5% in Entertainment (streaming, linear networks, studios and licensing)).
  • Moat breadth: Sony Group Corporation has 3 moat types across 3 domains; The Walt Disney Company has 2 across 2.

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

36.6%

The Walt Disney Company

Entertainment (streaming, linear networks, studios and licensing)

Market

Global film, television production and video distribution, including subscription streaming

Geography

Global

Customer

Viewers, advertisers, television distributors and content licensees

Role

Owner, producer, licensor and distributor of entertainment

Revenue share

44.5%

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)
$156.4B
$205.8B
Gross margin (TTM)
33%
37.6%
Operating margin (TTM)
13.7%
13.7%
Net margin (TTM)
9.6%
8.7%
Sector
Consumer
Communication Services
Industry
Consumer electronics
Media and entertainment
HQ country
JP
US
Primary segment
Game & Network Services
Entertainment (streaming, linear networks, studios and licensing)
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
62 / 100
76 / 100
Moat domains
Network, Legal, Supply
Legal, Supply
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

Content Rights CurrencyCapex Knowhow Scale

Sony Group Corporation strengths

Two Sided Network

The Walt Disney Company strengths

No unique moat types yet.

Segment mix

Sony Group Corporation segments

Full profile >

Game & Network Services

Oligopoly

36.6%

Music

Oligopoly

16.8%

Pictures

Oligopoly

11.9%

Entertainment, Technology & Services

Competitive

17.5%

Imaging & Sensing Solutions

Oligopoly

16.5%

All Other and Corporate

Competitive

0.7%

The Walt Disney Company segments

Full profile >

Entertainment (streaming, linear networks, studios and licensing)

Oligopoly

44.5%

Sports (ESPN and licensed sports content)

Oligopoly

17.2%

Experiences (parks, resorts, cruises and consumer products)

Oligopoly

38.3%

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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.