VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Baidu, Inc. vs Temenos AG

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.

Full stock profile

Dive deeper into Baidu, Inc.'s moat claims, evidence, and risks.

View 9888 analysis

Temenos AG

TEMN · SIX Swiss Exchange

Market cap (USD)
SectorTechnology
CountryCH
Data as of2025-12-28
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 Temenos AG's moat claims, evidence, and risks.

View TEMN analysis

Comparison highlights

  • Moat score gap: Baidu, Inc. leads (71 / 100 vs 64 / 100 for Temenos AG).
  • Segment focus: Baidu, Inc. has 4 segments (54.5% in Online Marketing (Search & Feed Ads)); Temenos AG has 2 segments (87.6% in Product).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Baidu, Inc. has 10 moat types across 4 domains; Temenos AG has 6 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

54.5%

Temenos AG

Product

Market

Banking software platforms (core banking, digital banking, payments, wealth, financial crime, analytics) for banks and financial institutions

Geography

Global

Customer

Banks and financial institutions

Role

Independent software vendor / platform provider

Revenue share

87.6%

Side-by-side metrics

Baidu, Inc.
Temenos AG
Ticker / Exchange
9888 - The Stock Exchange of Hong Kong Limited
TEMN - SIX Swiss Exchange
Market cap (USD)
n/a
n/a
Sector
Technology
Technology
HQ country
CN
CH
Primary segment
Online Marketing (Search & Feed Ads)
Product
Market structure
Quasi-Monopoly
Oligopoly
Market share
62%-66% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
71 / 100
64 / 100
Moat domains
Demand, Network, Supply, Legal
Demand, Network, Supply
Last update
2025-12-28
2025-12-28

Moat coverage

Shared moat types

Brand TrustEcosystem Complements

Baidu, Inc. strengths

Habit DefaultCapex Knowhow ScaleData Workflow LockinLearning Curve YieldRegulated Standards PipeContent Rights CurrencyScale Economies Unit CostData Network Effects

Temenos AG strengths

Training Org Change CostsSuite BundlingLong Term ContractsOperational 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%

Temenos AG segments

Full profile >

Product

Oligopoly

87.6%

Services

Competitive

12.4%

Want the full wide moat stocks list?

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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.