VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

JD.com, Inc. vs International Flavors & Fragrances Inc.

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

JD.com, Inc.

9618.HK · Hong Kong Stock Exchange

Market cap (USD)$27.4B
SectorConsumer
CountryKY
Data as of2025-12-28
Moat score
64/ 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 JD.com, Inc.'s moat claims, evidence, and risks.

View 9618.HK analysis

International Flavors & Fragrances Inc.

IFF · New York Stock Exchange

Market cap (USD)$17.4B
SectorMaterials
CountryUS
Data as of2025-12-29
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 International Flavors & Fragrances Inc.'s moat claims, evidence, and risks.

View IFF analysis

Comparison highlights

  • Moat score gap: JD.com, Inc. leads (64 / 100 vs 59 / 100 for International Flavors & Fragrances Inc.).
  • Segment focus: JD.com, Inc. has 3 segments (87.7% in JD Retail); International Flavors & Fragrances Inc. has 4 segments (31.2% in Food Ingredients).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Weak vs Weak.
  • Moat breadth: JD.com, Inc. has 7 moat types across 3 domains; International Flavors & Fragrances Inc. has 8 across 3.

Primary market context

JD.com, Inc.

JD Retail

Market

China e-commerce retail and marketplace (B2C) plus merchant marketing services

Geography

China

Customer

Consumers (end-users) and merchants/brands (sellers/advertisers)

Role

Retailer + marketplace operator

Revenue share

87.7%

International Flavors & Fragrances Inc.

Food Ingredients

Market

Specialty food ingredients (texturizers, food protection, plant proteins, emulsifiers, sweeteners)

Geography

Global

Customer

B2B (food manufacturers)

Role

Ingredient supplier

Revenue share

31.2%

Side-by-side metrics

JD.com, Inc.
International Flavors & Fragrances Inc.
Ticker / Exchange
9618.HK - Hong Kong Stock Exchange
IFF - New York Stock Exchange
Market cap (USD)
$27.4B
$17.4B
Sector
Consumer
Materials
HQ country
KY
US
Primary segment
JD Retail
Food Ingredients
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Weak
Moat score
64 / 100
59 / 100
Moat domains
Supply, Demand, Network
Demand, Legal, Supply
Last update
2025-12-28
2025-12-29

Moat coverage

Shared moat types

Service Field NetworkScale Economies Unit Cost

JD.com, Inc. strengths

Operational ExcellenceBrand TrustTwo Sided NetworkPhysical Network DensityEcosystem Complements

International Flavors & Fragrances Inc. strengths

Design In QualificationIP Choke PointSupply Chain ControlCompliance AdvantageSwitching Costs GeneralCapex Knowhow Scale

Segment mix

JD.com, Inc. segments

Full profile >

JD Retail

Oligopoly

87.7%

JD Logistics

Competitive

11%

New Businesses

Competitive

1.3%

International Flavors & Fragrances Inc. segments

Full profile >

Taste

Oligopoly

23.9%

Food Ingredients

Competitive

31.2%

Health & Biosciences

Oligopoly

21.4%

Scent

Oligopoly

23.6%

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.