VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Baidu, Inc. vs American Express Company

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.

Full stock profile

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

View 9888 analysis

American Express Company

AXP · New York Stock Exchange

Market cap (USD)
SectorFinancials
CountryUS
Data as of2025-12-30
Moat score
52/ 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 American Express Company's moat claims, evidence, and risks.

View AXP analysis

Comparison highlights

  • Moat score gap: Baidu, Inc. leads (71 / 100 vs 52 / 100 for American Express Company).
  • Segment focus: Baidu, Inc. has 4 segments (54.5% in Online Marketing (Search & Feed Ads)); American Express Company has 4 segments (47.5% in U.S. Consumer Services (USCS)).
  • Primary market structure: Quasi-Monopoly vs Competitive. Pricing power: Moderate vs n/a.
  • Moat breadth: Baidu, Inc. has 10 moat types across 4 domains; American Express Company has 8 across 3.

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%

American Express Company

U.S. Consumer Services (USCS)

Market

U.S. premium consumer card issuing (charge and credit) and attached consumer banking and financing

Geography

United States

Customer

Consumers

Role

Issuer (proprietary cards) and consumer lender/services

Revenue share

47.5%

Side-by-side metrics

Baidu, Inc.
American Express Company
Ticker / Exchange
9888 - The Stock Exchange of Hong Kong Limited
AXP - New York Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Technology
Financials
HQ country
CN
US
Primary segment
Online Marketing (Search & Feed Ads)
U.S. Consumer Services (USCS)
Market structure
Quasi-Monopoly
Competitive
Market share
62%-66% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
n/a
Moat score
71 / 100
52 / 100
Moat domains
Demand, Network, Supply, Legal
Demand, Financial, Network
Last update
2025-12-28
2025-12-30

Moat coverage

Shared moat types

Brand TrustEcosystem ComplementsData Network Effects

Baidu, Inc. strengths

Habit DefaultCapex Knowhow ScaleData Workflow LockinLearning Curve YieldRegulated Standards PipeContent Rights CurrencyScale Economies Unit Cost

American Express Company strengths

Switching Costs GeneralLong Term ContractsCost Of Capital AdvantageTraining Org Change CostsTwo Sided Network

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%

American Express Company segments

Full profile >

U.S. Consumer Services (USCS)

Competitive

47.5%

Commercial Services (CS)

Competitive

23.9%

International Card Services (ICS)

Competitive

17.3%

Global Merchant and Network Services (GMNS)

Oligopoly

11.3%

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.