VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Unicharm Corporation vs Etsy, Inc.

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

Unicharm Corporation

8113 · Tokyo Stock Exchange

Market cap (USD)
SectorConsumer
CountryJP
Data as of2025-12-29
Moat score
60/ 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 Unicharm Corporation's moat claims, evidence, and risks.

View 8113 analysis

Etsy, Inc.

ETSY · New York Stock Exchange

Market cap (USD)
SectorConsumer
CountryUS
Data as of2025-12-28
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 Etsy, Inc.'s moat claims, evidence, and risks.

View ETSY analysis

Comparison highlights

  • Moat score gap: Etsy, Inc. leads (66 / 100 vs 60 / 100 for Unicharm Corporation).
  • Segment focus: Unicharm Corporation has 5 segments; Etsy, Inc. has 2 segments (72% in Marketplace Platform (transaction fees + payments processing + listing fees)).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Unicharm Corporation has 7 moat types across 3 domains; Etsy, Inc. has 6 across 3.

Primary market context

Unicharm Corporation

Baby and Child Care Products

Market

Disposable baby diapers and baby wipes

Geography

Japan, Asia, Middle East, and selected other markets

Customer

Consumers (parents/caregivers)

Role

Branded manufacturer

Etsy, Inc.

Marketplace Platform (transaction fees + payments processing + listing fees)

Market

Specialty e-commerce marketplaces (handmade/unique goods and resale fashion)

Geography

Global

Customer

Consumers and independent sellers

Role

Two-sided marketplace operator and payments facilitator

Revenue share

72%

Side-by-side metrics

Unicharm Corporation
Etsy, Inc.
Ticker / Exchange
8113 - Tokyo Stock Exchange
ETSY - New York Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Consumer
Consumer
HQ country
JP
US
Primary segment
Baby and Child Care Products
Marketplace Platform (transaction fees + payments processing + listing fees)
Market structure
Oligopoly
Competitive
Market share
35%-84% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
60 / 100
66 / 100
Moat domains
Demand, Supply, Legal
Network, Demand, Supply
Last update
2025-12-29
2025-12-28

Moat coverage

Shared moat types

Brand TrustOperational Excellence

Unicharm Corporation strengths

Distribution ControlCapex Knowhow ScaleHabit DefaultTraining Org Change CostsIP Choke Point

Etsy, Inc. strengths

Two Sided NetworkSuite BundlingData Workflow LockinScale Economies Unit Cost

Segment mix

Unicharm Corporation segments

Full profile >

Baby and Child Care Products

Oligopoly

n/a

Feminine Care Products

Oligopoly

n/a

Wellness Care Products (Adult Incontinence)

Oligopoly

n/a

Pet Care Products

Competitive

n/a

Industrial Materials and Other Businesses

Competitive

n/a

Etsy, Inc. segments

Full profile >

Marketplace Platform (transaction fees + payments processing + listing fees)

Competitive

72%

Seller Services (on-site advertising + shipping labels + other)

Quasi-Monopoly

28%

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.