VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Baidu, Inc. vs reAlpha Tech Corp.

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)$390.1B
Gross margin (TTM)44.7%
Operating margin (TTM)-2.6%
Net margin (TTM)6.9%
SectorTechnology
IndustryInternet Content & Information
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.

Full stock profile

Dive deeper into Baidu, Inc.'s moat claims, evidence, and risks.

View 9888 analysis

reAlpha Tech Corp.

AIRE · Nasdaq Capital Market

Market cap (USD)$58.1M
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorReal Estate
Industry
CountryUS
Data as of2026-01-02
Moat score
42/ 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 reAlpha Tech Corp.'s moat claims, evidence, and risks.

View AIRE analysis

Comparison highlights

  • Moat score gap: Baidu, Inc. leads (71 / 100 vs 42 / 100 for reAlpha Tech Corp.).
  • Segment focus: Baidu, Inc. has 4 segments (54.5% in Online Marketing (Search & Feed Ads)); reAlpha Tech Corp. has 2 segments (83.5% in Homebuying Platform & Transaction Services).
  • Primary market structure: Quasi-Monopoly vs Competitive. Pricing power: Moderate vs Weak.
  • Moat breadth: Baidu, Inc. has 10 moat types across 4 domains; reAlpha Tech Corp. has 4 across 2.

Primary market context

Baidu, Inc.

Online Marketing (Search & Feed Ads)

Market

Chinese-language search and feed-based online marketing services

Geography

Mainland China

Customer

Advertisers (SMEs and larger enterprises) buying performance-based and feed ads

Role

Search + feed platform operator / ad marketplace

Revenue share

54.5%

reAlpha Tech Corp.

Homebuying Platform & Transaction Services

Market

Integrated U.S. residential real estate transaction services platform (brokerage + mortgage + title)

Geography

United States

Customer

Homebuyers

Role

Transaction intermediary / service provider

Revenue share

83.5%

Side-by-side metrics

Baidu, Inc.
reAlpha Tech Corp.
Ticker / Exchange
9888 - The Stock Exchange of Hong Kong Limited
AIRE - Nasdaq Capital Market
Market cap (USD)
$390.1B
$58.1M
Gross margin (TTM)
44.7%
n/a
Operating margin (TTM)
-2.6%
n/a
Net margin (TTM)
6.9%
n/a
Sector
Technology
Real Estate
Industry
Internet Content & Information
n/a
HQ country
CN
US
Primary segment
Online Marketing (Search & Feed Ads)
Homebuying Platform & Transaction Services
Market structure
Quasi-Monopoly
Competitive
Market share
62%-66% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
71 / 100
42 / 100
Moat domains
Demand, Network, Supply, Legal
Demand, Legal
Last update
2025-12-28
2026-01-02

Moat coverage

Shared moat types

Data Workflow Lockin

Baidu, Inc. strengths

Habit DefaultBrand TrustEcosystem ComplementsCapex Knowhow ScaleLearning Curve YieldRegulated Standards PipeContent Rights CurrencyScale Economies Unit CostData Network Effects

reAlpha Tech Corp. strengths

Suite BundlingCompliance AdvantageSwitching Costs General

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%

reAlpha Tech Corp. segments

Full profile >

Homebuying Platform & Transaction Services

Competitive

83.5%

AiChat Conversational AI SaaS

Competitive

16.5%

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.