VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Sony Group Corporation vs PepsiCo, 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)$19.9T
Gross margin (TTM)30.9%
Operating margin (TTM)12%
Net margin (TTM)-1.8%
SectorConsumer
IndustryConsumer Electronics
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

PepsiCo, Inc.

PEP · Nasdaq Global Select Market

Market cap (USD)$225.5B
Gross margin (TTM)54.2%
Operating margin (TTM)12.2%
Net margin (TTM)8.8%
SectorConsumer
IndustryBeverages - Non-Alcoholic
CountryUS
Data as of2025-12-23
Moat score
72/ 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 PepsiCo, Inc.'s moat claims, evidence, and risks.

View PEP analysis

Comparison highlights

  • Moat score gap: Sony Group Corporation leads (75 / 100 vs 72 / 100 for PepsiCo, Inc.).
  • Segment focus: Sony Group Corporation has 5 segments (37.8% in Game & Network Services); PepsiCo, Inc. has 7 segments (27% in Frito-Lay North America (FLNA)).
  • Moat breadth: Sony Group Corporation has 8 moat types across 4 domains; PepsiCo, Inc. has 4 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

37.8%

PepsiCo, Inc.

Frito-Lay North America (FLNA)

Market

Branded convenient foods (salty snacks, dips and adjacent categories)

Geography

United States and Canada

Customer

Retailers, convenience stores, foodservice

Role

Branded manufacturer + distributor (DSD/warehouse/distributor networks)

Revenue share

27%

Side-by-side metrics

Sony Group Corporation
PepsiCo, Inc.
Ticker / Exchange
6758 - Tokyo Stock Exchange
PEP - Nasdaq Global Select Market
Market cap (USD)
$19.9T
$225.5B
Gross margin (TTM)
30.9%
54.2%
Operating margin (TTM)
12%
12.2%
Net margin (TTM)
-1.8%
8.8%
Sector
Consumer
Consumer
Industry
Consumer Electronics
Beverages - Non-Alcoholic
HQ country
JP
US
Primary segment
Game & Network Services
Frito-Lay North America (FLNA)
Market structure
Oligopoly
Oligopoly
Market share
n/a
54%-58% (implied)
HHI estimate
n/a
3,530
Pricing power
Moderate
Moderate
Moat score
75 / 100
72 / 100
Moat domains
Network, Legal, Demand, Supply
Supply, Demand
Last update
2025-12-29
2025-12-23

Moat coverage

Shared moat types

Distribution ControlBrand Trust

Sony Group Corporation strengths

Two Sided NetworkEcosystem ComplementsContent Rights CurrencyReputation ReviewsCapex Knowhow ScaleLearning Curve Yield

PepsiCo, Inc. strengths

Scale Economies Unit CostScope Economies

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%

PepsiCo, Inc. segments

Full profile >

Frito-Lay North America (FLNA)

Oligopoly

27%

Quaker Foods North America (QFNA)

Competitive

4.2%

PepsiCo Beverages North America (PBNA)

Oligopoly

19.9%

Latin America (LatAm)

Oligopoly

12.3%

Europe

Oligopoly

22.4%

Africa, Middle East and South Asia (AMESA)

Competitive

8.8%

Asia Pacific, Australia & New Zealand and China Region (APAC)

Competitive

5.5%

Want the full wide moat stocks list?

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Proven models entering the expansion stage with unit economics that work.

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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.