VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Sunday, December 28, 2025

Stock Comparison

Baidu, Inc. vs PepsiCo, 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 >

PepsiCo, Inc.

PEP · Nasdaq Global Select Market

Market cap (USD)$199.4B
SectorConsumer
CountryUS
Data as of2025-12-23
Moat score
72/ 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.
PepsiCo, Inc.
Ticker / Exchange
9888 - The Stock Exchange of Hong Kong Limited
PEP - Nasdaq Global Select Market
Market cap (USD)
n/a
$199.4B
Sector
Technology
Consumer
HQ country
CN
US
Primary segment
Online Marketing (Search & Feed Ads)
Frito-Lay North America (FLNA)
Market structure
Quasi-Monopoly
Oligopoly
Market share
62%-66% (reported)
54%-58% (implied)
HHI estimate
n/a
3,530
Pricing power
Moderate
Moderate
Moat score
71 / 100
72 / 100
Moat domains
Demand, Network, Supply, Legal
Supply, Demand
Last update
2025-12-28
2025-12-23

Moat coverage

Shared moat types

Brand TrustScale Economies Unit Cost

Baidu, Inc. strengths

Habit DefaultEcosystem ComplementsCapex Knowhow ScaleData Workflow LockinLearning Curve YieldRegulated Standards PipeContent Rights CurrencyData Network Effects

PepsiCo, Inc. strengths

Distribution ControlScope Economies

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%

PepsiCo, Inc. segments

Full profile >

Frito-Lay North America (FLNA)

Oligopoly

27%

Quaker Foods North America (QFNA)

Competitive

4.2%

PepsiCo Beverages North America (PBNA)

Oligopoly

19.9%

Latin America (LatAm)

Oligopoly

12.3%

Europe

Oligopoly

22.4%

Africa, Middle East and South Asia (AMESA)

Competitive

8.8%

Asia Pacific, Australia & New Zealand and China Region (APAC)

Competitive

5.5%

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.