VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Thursday, January 1, 2026

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Stock Comparison

Nintendo Co., Ltd. vs Kenvue 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)—
SectorCommunication Services
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

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: Nintendo Co., Ltd. leads (76 / 100 vs 66 / 100 for Kenvue Inc.).
  • Segment focus: Nintendo Co., Ltd. has 3 segments (90.2% in Nintendo Switch platform ecosystem); Kenvue Inc. has 3 segments (42.3% in Self Care).
  • Moat breadth: Nintendo Co., Ltd. has 5 moat types across 3 domains; Kenvue Inc. has 6 across 3.

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%

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

Nintendo Co., Ltd.
Kenvue Inc.
Ticker / Exchange
7974.JP - Tokyo Stock Exchange
KVUE - New York Stock Exchange
Market cap (USD)
n/a
$33B
Sector
Communication Services
Consumer
HQ country
JP
US
Primary segment
Nintendo Switch platform ecosystem
Self Care
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
76 / 100
66 / 100
Moat domains
Network, Demand, Legal
Demand, Supply, Legal
Last update
2026-01-01
2025-12-25

Moat coverage

Shared moat types

Brand Trust

Nintendo Co., Ltd. strengths

Ecosystem ComplementsSwitching Costs GeneralIP Choke PointContent Rights Currency

Kenvue Inc. strengths

Scale Economies Unit CostCompliance AdvantageScope EconomiesDistribution ControlHabit Default

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%

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.