VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Sony Group Corporation vs Kenvue Inc.

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

Kenvue Inc.

KVUE · New York Stock Exchange

Market cap (USD)$33B
SectorConsumer
CountryUS
Data as of2025-12-25
Moat score
66/ 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 Kenvue Inc.'s moat claims, evidence, and risks.

View KVUE analysis

Comparison highlights

  • Moat score gap: Sony Group Corporation leads (75 / 100 vs 66 / 100 for Kenvue Inc.).
  • Segment focus: Sony Group Corporation has 5 segments (37.8% in Game & Network Services); Kenvue Inc. has 3 segments (42.3% in Self Care).
  • Moat breadth: Sony Group Corporation has 8 moat types across 4 domains; Kenvue Inc. 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%

Kenvue Inc.

Self Care

Market

OTC self-care consumer health products (pain care, cough/cold/allergy, digestive health, smoking cessation, eye care)

Geography

Global

Customer

Consumers via retailers, pharmacies, and e-commerce

Role

Branded consumer health products manufacturer

Revenue share

42.3%

Side-by-side metrics

Sony Group Corporation
Kenvue Inc.
Ticker / Exchange
6758 - Tokyo Stock Exchange
KVUE - New York Stock Exchange
Market cap (USD)
n/a
$33B
Sector
Consumer
Consumer
HQ country
JP
US
Primary segment
Game & Network Services
Self Care
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
75 / 100
66 / 100
Moat domains
Network, Legal, Demand, Supply
Demand, Supply, Legal
Last update
2025-12-29
2025-12-25

Moat coverage

Shared moat types

Distribution ControlBrand Trust

Sony Group Corporation strengths

Two Sided NetworkEcosystem ComplementsContent Rights CurrencyReputation ReviewsCapex Knowhow ScaleLearning Curve Yield

Kenvue Inc. strengths

Scale Economies Unit CostCompliance AdvantageScope EconomiesHabit Default

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%

Kenvue Inc. segments

Full profile >

Self Care

Oligopoly

42.3%

Skin Health and Beauty

Competitive

27.4%

Essential Health

Competitive

30.3%

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.