VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Tuesday, December 30, 2025
Stock Comparison
Baidu, Inc. vs SAP SE
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
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 analysisSAP SE
SAP · XETRA
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Comparison highlights
- Moat score gap: Baidu, Inc. leads (71 / 100 vs 65 / 100 for SAP SE).
- Segment focus: Baidu, Inc. has 4 segments (54.5% in Online Marketing (Search & Feed Ads)); SAP SE has 2 segments (87.3% in Cloud and Software).
- Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Moderate vs Moderate.
- Moat breadth: Baidu, Inc. has 10 moat types across 4 domains; SAP SE has 6 across 3.
Primary market context
Baidu, Inc.
Online Marketing (Search & Feed Ads)
Chinese-language search and feed-based online marketing services
Mainland China
Advertisers (SMEs and larger enterprises) buying performance-based and feed ads
Search + feed platform operator / ad marketplace
54.5%
SAP SE
Cloud and Software
Enterprise application software suites and cloud subscriptions (ERP-centric) plus platform services
Global
Large enterprises and upper mid-market
Software vendor (SaaS + on-prem support + platform)
87.3%
Side-by-side metrics
Moat coverage
Shared moat types
Baidu, Inc. strengths
SAP SE strengths
Segment mix
Baidu, Inc. segments
Full profile >Online Marketing (Search & Feed Ads)
Quasi-Monopoly
AI Cloud (IaaS/PaaS/SaaS + GenAI APIs)
Oligopoly
Intelligent Driving & Other Growth Initiatives
Oligopoly
iQIYI (Online Entertainment)
Oligopoly
SAP SE segments
Full profile >Cloud and Software
Oligopoly
Services
Competitive
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View the moat stocks listCuration & 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.