VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Sunday, December 28, 2025

Stock Comparison

Baidu, Inc. vs Alphabet 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 >

Alphabet Inc.

GOOGL · The Nasdaq Stock Market

Market cap (USD)$3.7T
SectorCommunication Services
CountryUS
Data as of2025-12-21
Moat score
86/ 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.
Alphabet Inc.
Ticker / Exchange
9888 - The Stock Exchange of Hong Kong Limited
GOOGL - The Nasdaq Stock Market
Market cap (USD)
n/a
$3.7T
Sector
Technology
Communication Services
HQ country
CN
US
Primary segment
Online Marketing (Search & Feed Ads)
Google Search & other (Advertising)
Market structure
Quasi-Monopoly
Quasi-Monopoly
Market share
62%-66% (reported)
88%-91% (reported)
HHI estimate
n/a
8,115
Pricing power
Moderate
Strong
Moat score
71 / 100
86 / 100
Moat domains
Demand, Network, Supply, Legal
Network, Demand, Legal, Supply
Last update
2025-12-28
2025-12-21

Moat coverage

Shared moat types

Habit DefaultEcosystem ComplementsCapex Knowhow ScaleContent Rights CurrencyData Network Effects

Baidu, Inc. strengths

Brand TrustData Workflow LockinLearning Curve YieldRegulated Standards PipeScale Economies Unit Cost

Alphabet Inc. strengths

Two Sided NetworkOperational ExcellenceDefault OS GatewaySwitching Costs GeneralIncubation & patient capital

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%

Alphabet Inc. segments

Full profile >

Google Search & other (Advertising)

Quasi-Monopoly

56.6%

YouTube (Advertising)

Oligopoly

10.3%

Google Network (Advertising)

Competitive

8.7%

Google Subscriptions, Platforms & Devices

Quasi-Monopoly

11.5%

Google Cloud

Oligopoly

12.4%

Other Bets

Competitive

0.5%

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.