VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

Nintendo Co., Ltd. vs Reddit, 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)$51.5B
Gross margin (TTM)39.3%
Operating margin (TTM)15.6%
Net margin (TTM)18.3%
SectorCommunication Services
IndustryElectronic Gaming & Multimedia
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

Reddit, Inc.

RDDT · New York Stock Exchange

Market cap (USD)$29.7B
Gross margin (TTM)91.4%
Operating margin (TTM)25.1%
Net margin (TTM)28.6%
SectorCommunication Services
IndustryInternet Content & Information
CountryUS
Data as of2026-05-01
Moat score
67/ 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 Reddit, Inc.'s moat claims, evidence, and risks.

View RDDT analysis

Comparison highlights

  • Moat score gap: Nintendo Co., Ltd. leads (76 / 100 vs 67 / 100 for Reddit, Inc.).
  • Segment focus: Nintendo Co., Ltd. has 3 segments (90.2% in Nintendo Switch platform ecosystem); Reddit, Inc. has 2 segments (93.6% in Advertising).
  • Moat breadth: Nintendo Co., Ltd. has 5 moat types across 3 domains; Reddit, Inc. has 5 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%

Reddit, Inc.

Advertising

Market

U.S. social media and community-platform digital advertising

Geography

United States-led, with global Reddit ad inventory and international expansion

Customer

Brands, agencies, performance advertisers, and small and midsize businesses

Role

Owned media platform, ad inventory publisher, contextual data owner, and self-serve/managed ad platform

Revenue share

93.6%

Side-by-side metrics

Nintendo Co., Ltd.
Reddit, Inc.
Ticker / Exchange
7974.JP - Tokyo Stock Exchange
RDDT - New York Stock Exchange
Market cap (USD)
$51.5B
$29.7B
Gross margin (TTM)
39.3%
91.4%
Operating margin (TTM)
15.6%
25.1%
Net margin (TTM)
18.3%
28.6%
Sector
Communication Services
Communication Services
Industry
Electronic Gaming & Multimedia
Internet Content & Information
HQ country
JP
US
Primary segment
Nintendo Switch platform ecosystem
Advertising
Market structure
Oligopoly
Oligopoly
Market share
n/a
1.2%-1.5% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
76 / 100
67 / 100
Moat domains
Network, Demand, Legal
Network, Demand, Legal
Last update
2026-01-01
2026-05-01

Moat coverage

Shared moat types

Content Rights Currency

Nintendo Co., Ltd. strengths

Ecosystem ComplementsSwitching Costs GeneralBrand TrustIP Choke Point

Reddit, Inc. strengths

Two Sided NetworkReputation ReviewsData Network EffectsLong Term Contracts

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%

Reddit, Inc. segments

Full profile >

Advertising

Oligopoly

93.6%

Content Licensing and User Products

Competitive

6.4%

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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Looking for expansion-stage stocks?

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.