VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Tuesday, December 30, 2025
Stock Comparison
Baidu, Inc. vs Cadence Design Systems, 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
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 analysisCadence Design Systems, Inc.
CDNS · 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 Cadence Design Systems, Inc.'s moat claims, evidence, and risks.
View CDNS analysisComparison highlights
- Moat score gap: Cadence Design Systems, Inc. leads (84 / 100 vs 71 / 100 for Baidu, Inc.).
- Segment focus: Baidu, Inc. has 4 segments (54.5% in Online Marketing (Search & Feed Ads)); Cadence Design Systems, Inc. has 3 segments (71% in Core EDA).
- Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Moderate vs Strong.
- Moat breadth: Baidu, Inc. has 10 moat types across 4 domains; Cadence Design Systems, Inc. has 8 across 3.
Primary market context
Baidu, Inc.
Online Marketing (Search & Feed Ads)
Chinese-language search and feed-based online marketing services
Mainland China
Advertisers (SMEs and larger enterprises) buying performance-based and feed ads
Search + feed platform operator / ad marketplace
54.5%
Cadence Design Systems, Inc.
Core EDA
Electronic design automation tools for semiconductor IC design and verification (digital, custom/analog, signoff, functional verification)
Global
Semiconductor designers (fabless and IDMs) and system companies with in-house silicon teams
Tool vendor / workflow platform
71%
Side-by-side metrics
Moat coverage
Shared moat types
Baidu, Inc. strengths
Cadence Design Systems, Inc. strengths
Segment mix
Baidu, Inc. segments
Full profile >Online Marketing (Search & Feed Ads)
Quasi-Monopoly
AI Cloud (IaaS/PaaS/SaaS + GenAI APIs)
Oligopoly
Intelligent Driving & Other Growth Initiatives
Oligopoly
iQIYI (Online Entertainment)
Oligopoly
Cadence Design Systems, Inc. segments
Full profile >Core EDA
Oligopoly
Semiconductor IP
Oligopoly
System Design and Analysis
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.