VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Nintendo Co., Ltd. vs Analog Devices, Inc.

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

Nintendo Co., Ltd.

7974.JP · Tokyo Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorCommunication Services
Industry
CountryJP
Data as of2026-01-01
Moat score
76/ 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 Nintendo Co., Ltd.'s moat claims, evidence, and risks.

View 7974.JP analysis

Analog Devices, Inc.

ADI · Nasdaq Global Select Market

Market cap (USD)$133B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
CountryUS
Data as of2026-01-02
Moat score
59/ 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 Analog Devices, Inc.'s moat claims, evidence, and risks.

View ADI analysis

Comparison highlights

  • Moat score gap: Nintendo Co., Ltd. leads (76 / 100 vs 59 / 100 for Analog Devices, Inc.).
  • Segment focus: Nintendo Co., Ltd. has 3 segments (90.2% in Nintendo Switch platform ecosystem); Analog Devices, Inc. has 4 segments (44.7% in Industrial).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Nintendo Co., Ltd. has 5 moat types across 3 domains; Analog Devices, Inc. has 5 across 2.

Primary market context

Nintendo Co., Ltd.

Nintendo Switch platform ecosystem

Market

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

Geography

Global

Customer

Consumers

Role

Platform owner / first-party publisher

Revenue share

90.2%

Analog Devices, Inc.

Industrial

Market

Industrial analog, mixed-signal, RF and power management semiconductors

Geography

Global

Customer

B2B (OEMs/ODMs, industrial equipment, test & measurement, aerospace/defense)

Role

Semiconductor IC supplier

Revenue share

44.7%

Side-by-side metrics

Nintendo Co., Ltd.
Analog Devices, Inc.
Ticker / Exchange
7974.JP - Tokyo Stock Exchange
ADI - Nasdaq Global Select Market
Market cap (USD)
n/a
$133B
Gross margin (TTM)
n/a
n/a
Operating margin (TTM)
n/a
n/a
Net margin (TTM)
n/a
n/a
Sector
Communication Services
Technology
Industry
n/a
n/a
HQ country
JP
US
Primary segment
Nintendo Switch platform ecosystem
Industrial
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
76 / 100
59 / 100
Moat domains
Network, Demand, Legal
Demand, Supply
Last update
2026-01-01
2026-01-02

Moat coverage

Shared moat types

Brand Trust

Nintendo Co., Ltd. strengths

Ecosystem ComplementsSwitching Costs GeneralIP Choke PointContent Rights Currency

Analog Devices, Inc. strengths

Design In QualificationScope EconomiesCapex Knowhow ScaleData Workflow Lockin

Segment mix

Nintendo Co., Ltd. segments

Full profile >

Nintendo Switch platform ecosystem

Oligopoly

90.2%

Mobile and IP-related income

Competitive

5.8%

Other products and legacy platforms

Competitive

4%

Analog Devices, Inc. segments

Full profile >

Industrial

Oligopoly

44.7%

Automotive

Oligopoly

29.8%

Communications

Oligopoly

12.5%

Consumer

Competitive

13%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

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.