WIDE MOAT STOCKS COMPARISON

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Stock Comparison

Nintendo Co., Ltd. vs Microsoft Corporation

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

Microsoft Corporation

MSFT · The Nasdaq Global Select Market

Market cap (USD)$3.9T
Gross margin (TTM)67.9%
Operating margin (TTM)46.8%
Net margin (TTM)40.3%
SectorTechnology
IndustryInfrastructure software
CountryUS
Data as of2026-08-23
95/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into Microsoft Corporation's moat claims, evidence, and risks.

View MSFT analysis

Comparison highlights

  • Moat score gap: Microsoft Corporation leads (95 / 100 vs 86 / 100 for Nintendo Co., Ltd.).
  • Segment focus: Nintendo Co., Ltd. has 2 segments (93.3% in Dedicated video game platforms); Microsoft Corporation has 2 segments (80.8% in Agents and Infra).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Nintendo Co., Ltd. has 4 moat types across 3 domains; Microsoft Corporation has 8 across 4.

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%

Microsoft Corporation

Agents and Infra

Market

Cloud infrastructure, commercial and consumer productivity and AI applications, developer tools, business solutions and server licensing

Geography

Global

Customer

Enterprises, governments, developers, households and individual productivity subscribers

Role

Integrated application, model and infrastructure platform

Revenue share

80.8%

Side-by-side metrics

Nintendo Co., Ltd.
Microsoft Corporation
Ticker / Exchange
7974 - Tokyo Stock Exchange
MSFT - The Nasdaq Global Select Market
Market cap (USD)
$57.4B
$3.9T
Gross margin (TTM)
44.5%
67.9%
Operating margin (TTM)
19.7%
46.8%
Net margin (TTM)
21.1%
40.3%
Sector
Communication Services
Technology
Industry
Consumer electronics
Infrastructure software
HQ country
JP
US
Primary segment
Dedicated video game platforms
Agents and Infra
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
86 / 100
95 / 100
Moat domains
Network, Demand, Legal
Demand, Network, Supply, Legal
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

Ecosystem ComplementsContent Rights Currency

Nintendo Co., Ltd. strengths

Brand TrustIP Choke Point

Microsoft Corporation strengths

Suite BundlingData Workflow LockinLong Term ContractsTwo Sided NetworkCapex Knowhow ScaleDefault OS Gateway

Segment mix

Nintendo Co., Ltd. segments

Full profile >

Dedicated video game platforms

Oligopoly

93.3%

IP-related income, etc.

Competitive

6.7%

Microsoft Corporation segments

Full profile >

Agents and Infra

Oligopoly

80.8%

Devices and Consumer

Competitive

19.2%

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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.