WIDE MOAT STOCKS COMPARISON

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Stock Comparison

Nintendo Co., Ltd. vs The Walt Disney Company

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

Nintendo Co., Ltd.

7974 · Tokyo Stock Exchange

Market cap (USD)$57.4B
Gross margin (TTM)44.5%
Operating margin (TTM)19.7%
Net margin (TTM)21.1%
SectorCommunication Services
IndustryConsumer electronics
CountryJP
Data as of2026-08-23
86/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into Nintendo Co., Ltd.'s moat claims, evidence, and risks.

View 7974 analysis

The Walt Disney Company

DIS · New York Stock Exchange

Market cap (USD)$178.9B
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: Nintendo Co., Ltd. leads (86 / 100 vs 76 / 100 for The Walt Disney Company).
  • Segment focus: Nintendo Co., Ltd. has 2 segments (93.3% in Dedicated video game platforms); The Walt Disney Company has 3 segments (44.5% in Entertainment (streaming, linear networks, studios and licensing)).
  • Moat breadth: Nintendo Co., Ltd. has 4 moat types across 3 domains; The Walt Disney Company has 2 across 2.

Primary market context

Nintendo Co., Ltd.

Dedicated video game platforms

Market

Dedicated console gaming platform ecosystem (hardware + software + digital storefront + online services)

Geography

Global

Customer

Consumers

Role

Platform owner / first-party publisher

Revenue share

93.3%

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

Nintendo Co., Ltd.
The Walt Disney Company
Ticker / Exchange
7974 - Tokyo Stock Exchange
DIS - New York Stock Exchange
Market cap (USD)
$57.4B
$178.9B
Gross margin (TTM)
44.5%
37.6%
Operating margin (TTM)
19.7%
13.7%
Net margin (TTM)
21.1%
8.7%
Sector
Communication Services
Communication Services
Industry
Consumer electronics
Media and entertainment
HQ country
JP
US
Primary segment
Dedicated video game platforms
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
86 / 100
76 / 100
Moat domains
Network, Demand, Legal
Legal, Supply
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

Content Rights Currency

Nintendo Co., Ltd. strengths

Ecosystem ComplementsBrand TrustIP Choke Point

The Walt Disney Company strengths

Capex Knowhow Scale

Segment mix

Nintendo Co., Ltd. segments

Full profile >

Dedicated video game platforms

Oligopoly

93.3%

IP-related income, etc.

Competitive

6.7%

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.