VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Sunday, December 28, 2025

Stock Comparison

Baidu, Inc. vs Tyler Technologies, 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 >

Tyler Technologies, Inc.

TYL · New York Stock Exchange

Market cap (USD)$19.9B
SectorTechnology
CountryUS
Data as of2025-12-26
Moat score
66/ 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.
Tyler Technologies, Inc.
Ticker / Exchange
9888 - The Stock Exchange of Hong Kong Limited
TYL - New York Stock Exchange
Market cap (USD)
n/a
$19.9B
Sector
Technology
Technology
HQ country
CN
US
Primary segment
Online Marketing (Search & Feed Ads)
Enterprise Software
Market structure
Quasi-Monopoly
Competitive
Market share
62%-66% (reported)
5%-7% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
71 / 100
66 / 100
Moat domains
Demand, Network, Supply, Legal
Demand, Supply
Last update
2025-12-28
2025-12-26

Moat coverage

Shared moat types

Brand TrustData Workflow LockinScale Economies Unit Cost

Baidu, Inc. strengths

Habit DefaultEcosystem ComplementsCapex Knowhow ScaleLearning Curve YieldRegulated Standards PipeContent Rights CurrencyData Network Effects

Tyler Technologies, Inc. strengths

Training Org Change CostsProcurement InertiaSuite BundlingLong Term Contracts

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%

Tyler Technologies, Inc. segments

Full profile >

Enterprise Software

Competitive

70.7%

Platform Technologies

Competitive

29%

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.