VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Sunday, December 28, 2025

Stock Comparison

Baidu, Inc. vs Meta Platforms, 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 >

Meta Platforms, Inc.

META · Nasdaq Global Select Market

Market cap (USD)$1.8T
SectorCommunication Services
CountryUS
Data as of2025-12-26
Moat score
94/ 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.
Meta Platforms, Inc.
Ticker / Exchange
9888 - The Stock Exchange of Hong Kong Limited
META - Nasdaq Global Select Market
Market cap (USD)
n/a
$1.8T
Sector
Technology
Communication Services
HQ country
CN
US
Primary segment
Online Marketing (Search & Feed Ads)
Family of Apps (FoA)
Market structure
Quasi-Monopoly
Oligopoly
Market share
62%-66% (reported)
55%-65% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
71 / 100
94 / 100
Moat domains
Demand, Network, Supply, Legal
Network, Supply
Last update
2025-12-28
2025-12-26

Moat coverage

Shared moat types

Ecosystem ComplementsCapex Knowhow ScaleLearning Curve YieldData Network Effects

Baidu, Inc. strengths

Habit DefaultBrand TrustData Workflow LockinRegulated Standards PipeContent Rights CurrencyScale Economies Unit Cost

Meta Platforms, Inc. strengths

Two Sided NetworkDirect Network Effects

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%

Meta Platforms, Inc. segments

Full profile >

Family of Apps (FoA)

Oligopoly

98.7%

Reality Labs (RL)

Quasi-Monopoly

1.3%

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.