VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

Baidu, Inc. vs Prosus N.V.

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

Prosus N.V.

PRX · Euronext Amsterdam

Market cap (USD)$99B
Gross margin (TTM)42.2%
Operating margin (TTM)1.9%
Net margin (TTM)167.2%
SectorTechnology
IndustryInternet Content & Information
CountryNL
Data as of2025-12-28
Moat score
49/ 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 Prosus N.V.'s moat claims, evidence, and risks.

View PRX analysis

Comparison highlights

  • Moat score gap: Baidu, Inc. leads (64 / 100 vs 49 / 100 for Prosus N.V.).
  • Segment focus: Baidu, Inc. has 4 segments (52.6% in Online Marketing (Search & Feed Ads)); Prosus N.V. has 5 segments (40.3% in Etail (eMAG marketplace + fulfillment)).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Weak.
  • Moat breadth: Baidu, Inc. has 10 moat types across 4 domains; Prosus N.V. has 7 across 3.

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%

Prosus N.V.

Etail (eMAG marketplace + fulfillment)

Market

Online retail marketplace and fulfillment in Central & Eastern Europe

Geography

Romania, Hungary and other CEE markets

Customer

Consumers; marketplace sellers; brands

Role

Marketplace + first-party retail + logistics

Revenue share

40.3%

Side-by-side metrics

Baidu, Inc.
Prosus N.V.
Ticker / Exchange
9888 - The Stock Exchange of Hong Kong Limited
PRX - Euronext Amsterdam
Market cap (USD)
$44.5B
$99B
Gross margin (TTM)
42%
42.2%
Operating margin (TTM)
-5.8%
1.9%
Net margin (TTM)
0.3%
167.2%
Sector
Technology
Technology
Industry
Internet Content & Information
Internet Content & Information
HQ country
CN
NL
Primary segment
Online Marketing (Search & Feed Ads)
Etail (eMAG marketplace + fulfillment)
Market structure
Oligopoly
Competitive
Market share
42%-47% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
64 / 100
49 / 100
Moat domains
Demand, Network, Supply, Legal
Network, Supply, Demand
Last update
2026-05-26
2025-12-28

Moat coverage

Shared moat types

Habit DefaultBrand TrustScale Economies Unit Cost

Baidu, Inc. strengths

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

Prosus N.V. strengths

Two Sided NetworkPhysical Network DensityDesign In QualificationScope Economies

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%

Prosus N.V. segments

Full profile >

Food Delivery (iFood ecosystem + delivery investments)

Oligopoly

21%

Classifieds (OLX Group)

Oligopoly

12.7%

Payments & Fintech (PayU, Iyzico)

Competitive

21%

Etail (eMAG marketplace + fulfillment)

Competitive

40.3%

Ecosystem & Other ecommerce (cross-portfolio synergies, ventures)

Competitive

5%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

Looking for expansion-stage stocks?

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

View expansion-stage stocks

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.