VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Sunday, December 28, 2025

Stock Comparison

Baidu, Inc. vs Apple Inc.

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

Baidu, Inc.

9888 · The Stock Exchange of Hong Kong Limited

Market cap (USD)
SectorTechnology
CountryCN
Data as of2025-12-28
Moat score
71/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

Apple Inc.

AAPL · NASDAQ

Market cap (USD)$3T
SectorTechnology
CountryUS
Data as of2025-12-20
Moat score
87/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

Side-by-side metrics

Baidu, Inc.
Apple Inc.
Ticker / Exchange
9888 - The Stock Exchange of Hong Kong Limited
AAPL - NASDAQ
Market cap (USD)
n/a
$3T
Sector
Technology
Technology
HQ country
CN
US
Primary segment
Online Marketing (Search & Feed Ads)
iPhone
Market structure
Quasi-Monopoly
Oligopoly
Market share
62%-66% (reported)
14%-17% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
71 / 100
87 / 100
Moat domains
Demand, Network, Supply, Legal
Demand, Network, Supply
Last update
2025-12-28
2025-12-20

Moat coverage

Shared moat types

Brand TrustEcosystem ComplementsScale Economies Unit Cost

Baidu, Inc. strengths

Habit DefaultCapex Knowhow ScaleData Workflow LockinLearning Curve YieldRegulated Standards PipeContent Rights CurrencyData Network Effects

Apple Inc. strengths

Switching Costs GeneralDefault OS GatewayTwo Sided NetworkInstalled Base Consumables

Segment mix

Baidu, Inc. segments

Full profile >

Online Marketing (Search & Feed Ads)

Quasi-Monopoly

54.5%

AI Cloud (IaaS/PaaS/SaaS + GenAI APIs)

Oligopoly

16.3%

Intelligent Driving & Other Growth Initiatives

Oligopoly

7.4%

iQIYI (Online Entertainment)

Oligopoly

21.8%

Apple Inc. segments

Full profile >

iPhone

Oligopoly

50.4%

Mac

Oligopoly

8.1%

iPad

Oligopoly

6.7%

Wearables, Home and Accessories

Competitive

8.6%

Services

Quasi-Monopoly

26.2%

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.