VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Baidu, Inc. vs Lifco AB (publ)

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)$395.8B
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

Lifco AB (publ)

LIFCO-B · Nasdaq Stockholm

Market cap (USD)$152.8B
Gross margin (TTM)43.9%
Operating margin (TTM)18.4%
Net margin (TTM)12.8%
SectorIndustrials
IndustryConglomerates
CountrySE
Data as of2026-01-06
Moat score
58/ 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 Lifco AB (publ)'s moat claims, evidence, and risks.

View LIFCO-B analysis

Comparison highlights

  • Moat score gap: Baidu, Inc. leads (71 / 100 vs 58 / 100 for Lifco AB (publ)).
  • Segment focus: Baidu, Inc. has 4 segments (54.5% in Online Marketing (Search & Feed Ads)); Lifco AB (publ) has 3 segments (51.2% in Systems Solutions).
  • Primary market structure: Quasi-Monopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Baidu, Inc. has 10 moat types across 4 domains; Lifco AB (publ) has 8 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%

Lifco AB (publ)

Systems Solutions

Market

Niche B2B systems solutions (contract manufacturing, environmental technology, infrastructure products, special products, transportation products)

Geography

Primarily Europe; global customers where applicable

Customer

B2B OEMs and industrial customers

Role

Niche manufacturer and systems solution provider

Revenue share

51.2%

Side-by-side metrics

Baidu, Inc.
Lifco AB (publ)
Ticker / Exchange
9888 - The Stock Exchange of Hong Kong Limited
LIFCO-B - Nasdaq Stockholm
Market cap (USD)
$395.8B
$152.8B
Gross margin (TTM)
44.7%
43.9%
Operating margin (TTM)
-2.6%
18.4%
Net margin (TTM)
6.9%
12.8%
Sector
Technology
Industrials
Industry
Internet Content & Information
Conglomerates
HQ country
CN
SE
Primary segment
Online Marketing (Search & Feed Ads)
Systems Solutions
Market structure
Quasi-Monopoly
Competitive
Market share
62%-66% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
71 / 100
58 / 100
Moat domains
Demand, Network, Supply, Legal
Supply, Demand
Last update
2025-12-28
2026-01-06

Moat coverage

Shared moat types

Brand TrustCapex Knowhow ScaleData Workflow Lockin

Baidu, Inc. strengths

Habit DefaultEcosystem ComplementsLearning Curve YieldRegulated Standards PipeContent Rights CurrencyScale Economies Unit CostData Network Effects

Lifco AB (publ) strengths

Distribution ControlService Field NetworkInstalled Base ConsumablesDesign In QualificationOperational Excellence

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%

Lifco AB (publ) segments

Full profile >

Dental

Oligopoly

24.1%

Demolition & Tools

Oligopoly

24.7%

Systems Solutions

Competitive

51.2%

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.