VOL. XCIV, NO. 247
* WIDE MOAT STOCKS COMPARISON *
NO ADVICE
Monday, December 29, 2025
Stock Comparison
JD.com, Inc. vs Workday, 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
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 analysisWorkday, Inc.
WDAY · NASDAQ
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Workday, Inc.'s moat claims, evidence, and risks.
View WDAY analysisComparison highlights
- Moat score gap: Workday, Inc. leads (71 / 100 vs 64 / 100 for JD.com, Inc.).
- Segment focus: JD.com, Inc. has 3 segments (87.7% in JD Retail); Workday, Inc. has 2 segments (91.4% in Subscription services (Workday cloud applications + platform)).
- Primary market structure: Oligopoly vs Oligopoly. Pricing power: Weak vs Moderate.
- Moat breadth: JD.com, Inc. has 7 moat types across 3 domains; Workday, Inc. has 5 across 2.
Primary market context
JD.com, Inc.
JD Retail
China e-commerce retail and marketplace (B2C) plus merchant marketing services
China
Consumers (end-users) and merchants/brands (sellers/advertisers)
Retailer + marketplace operator
87.7%
Workday, Inc.
Subscription services (Workday cloud applications + platform)
Enterprise cloud applications for managing people and money (HCM, financial management, spend, planning & analytics)
Global
Medium to large organizations (including higher education and government)
SaaS application vendor and extensible platform provider
91.4%
Side-by-side metrics
Moat coverage
Shared moat types
JD.com, Inc. strengths
Workday, Inc. strengths
Segment mix
JD.com, Inc. segments
Full profile >JD Retail
Oligopoly
JD Logistics
Competitive
New Businesses
Competitive
Workday, Inc. segments
Full profile >Subscription services (Workday cloud applications + platform)
Oligopoly
Professional services (deployment, optimization, training)
Competitive
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View the moat stocks listCuration & 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.