VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

Baidu, Inc. vs Intel Corporation

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)$44.5B
Gross margin (TTM)42%
Operating margin (TTM)-5.8%
Net margin (TTM)0.3%
SectorTechnology
IndustryInternet Content & Information
CountryCN
Data as of2026-05-26
Moat score
64/ 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

Intel Corporation

INTC · Nasdaq Global Select Market

Market cap (USD)$607B
Gross margin (TTM)35.4%
Operating margin (TTM)-9.5%
Net margin (TTM)-5.9%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2026-05-26
Moat score
78/ 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 Intel Corporation's moat claims, evidence, and risks.

View INTC analysis

Comparison highlights

  • Moat score gap: Intel Corporation leads (78 / 100 vs 64 / 100 for Baidu, Inc.).
  • Segment focus: Baidu, Inc. has 4 segments (52.6% in Online Marketing (Search & Feed Ads)); Intel Corporation has 4 segments (56.9% in Client Computing Group).
  • Primary market structure: Oligopoly vs Duopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Baidu, Inc. has 10 moat types across 4 domains; Intel Corporation has 9 across 4.

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

52.6%

Intel Corporation

Client Computing Group

Market

Global client CPU, APU and PC platform processors, primarily x86 desktops, notebooks, AI PCs and edge PCs

Geography

Global

Customer

PC OEMs, ODMs, distributors, enterprises, governments, education buyers and consumers

Role

Processor platform designer, brand owner and internal-foundry anchor customer

Revenue share

56.9%

Side-by-side metrics

Baidu, Inc.
Intel Corporation
Ticker / Exchange
9888 - The Stock Exchange of Hong Kong Limited
INTC - Nasdaq Global Select Market
Market cap (USD)
$44.5B
$607B
Gross margin (TTM)
42%
35.4%
Operating margin (TTM)
-5.8%
-9.5%
Net margin (TTM)
0.3%
-5.9%
Sector
Technology
Technology
Industry
Internet Content & Information
Semiconductors
HQ country
CN
US
Primary segment
Online Marketing (Search & Feed Ads)
Client Computing Group
Market structure
Oligopoly
Duopoly
Market share
42%-47% (reported)
68.6%-70.4% (estimated)
HHI estimate
n/a
5,832
Pricing power
Moderate
Moderate
Moat score
64 / 100
78 / 100
Moat domains
Demand, Network, Supply, Legal
Network, Demand, Supply, Legal
Last update
2026-05-26
2026-05-26

Moat coverage

Shared moat types

Brand TrustCapex Knowhow ScaleData Network Effects

Baidu, Inc. strengths

Habit DefaultEcosystem ComplementsData Workflow LockinLearning Curve YieldRegulated Standards PipeContent Rights CurrencyScale Economies Unit Cost

Intel Corporation strengths

De Facto StandardProcurement InertiaDesign In QualificationInteroperability HubSupply Chain ControlGovernment Contracting Relationships

Segment mix

Baidu, Inc. segments

Full profile >

Online Marketing (Search & Feed Ads)

Oligopoly

52.6%

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

Oligopoly

15.3%

Intelligent Driving & Other Growth Initiatives

Oligopoly

11%

iQIYI (Online Entertainment)

Oligopoly

21.1%

Intel Corporation segments

Full profile >

Client Computing Group

Duopoly

56.9%

Data Center and AI

Oligopoly

37.2%

Intel Foundry

Oligopoly

1.3%

Mobileye and Other

Oligopoly

4.6%

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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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

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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.