VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Alibaba Group Holding Limited vs Atlas Copco AB (publ)

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Alibaba Group Holding Limited

9988.HK · The Stock Exchange of Hong Kong Limited

Market cap (USD)$2.8T
Gross margin (TTM)41.2%
Operating margin (TTM)10.9%
Net margin (TTM)12.2%
SectorConsumer
IndustrySpecialty Retail
CountryKY
Data as of2025-12-29
Moat score
56/ 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 Alibaba Group Holding Limited's moat claims, evidence, and risks.

View 9988.HK analysis

Atlas Copco AB (publ)

ATCO-A · Nasdaq Stockholm

Market cap (USD)$839.9B
Gross margin (TTM)42.7%
Operating margin (TTM)21%
Net margin (TTM)16.1%
SectorIndustrials
IndustryIndustrial - Machinery
CountrySE
Data as of2026-01-05
Moat score
63/ 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 Atlas Copco AB (publ)'s moat claims, evidence, and risks.

View ATCO-A analysis

Comparison highlights

  • Moat score gap: Atlas Copco AB (publ) leads (63 / 100 vs 56 / 100 for Alibaba Group Holding Limited).
  • Segment focus: Alibaba Group Holding Limited has 7 segments (41% in Taobao and Tmall Group); Atlas Copco AB (publ) has 4 segments (43.8% in Compressor Technique).
  • Moat breadth: Alibaba Group Holding Limited has 6 moat types across 3 domains; Atlas Copco AB (publ) has 6 across 2.

Primary market context

Alibaba Group Holding Limited

Taobao and Tmall Group

Market

China online retail marketplaces & merchant services (Taobao, Tmall, 1688)

Geography

China

Customer

Consumers and merchants/brands

Role

Marketplace + advertising/merchant services

Revenue share

41%

Atlas Copco AB (publ)

Compressor Technique

Market

Industrial compressors, air/gas systems (including air treatment) and related aftermarket service

Geography

Global

Customer

Industrial and process customers; distributors; service-contract customers

Role

Equipment OEM + aftermarket service provider

Revenue share

43.8%

Side-by-side metrics

Alibaba Group Holding Limited
Atlas Copco AB (publ)
Ticker / Exchange
9988.HK - The Stock Exchange of Hong Kong Limited
ATCO-A - Nasdaq Stockholm
Market cap (USD)
$2.8T
$839.9B
Gross margin (TTM)
41.2%
42.7%
Operating margin (TTM)
10.9%
21%
Net margin (TTM)
12.2%
16.1%
Sector
Consumer
Industrials
Industry
Specialty Retail
Industrial - Machinery
HQ country
KY
SE
Primary segment
Taobao and Tmall Group
Compressor Technique
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
56 / 100
63 / 100
Moat domains
Network, Supply, Demand
Supply, Demand
Last update
2025-12-29
2026-01-05

Moat coverage

Shared moat types

No overlap yet.

Alibaba Group Holding Limited strengths

Two Sided NetworkEcosystem ComplementsCapex Knowhow ScaleSwitching Costs GeneralSupply Chain ControlBrand Trust

Atlas Copco AB (publ) strengths

Service Field NetworkData Workflow LockinDesign In QualificationLearning Curve YieldInstalled Base ConsumablesCapacity Moat

Segment mix

Alibaba Group Holding Limited segments

Full profile >

Taobao and Tmall Group

Oligopoly

41%

Alibaba International Digital Commerce Group

Competitive

12.1%

Cloud Intelligence Group (Alibaba Cloud)

Oligopoly

10.8%

Cainiao Smart Logistics Network Limited

Competitive

9.2%

Local Services Group

Oligopoly

6.1%

Digital Media and Entertainment Group

Competitive

2%

All Others

Competitive

18.8%

Atlas Copco AB (publ) segments

Full profile >

Compressor Technique

Oligopoly

43.8%

Vacuum Technique

Oligopoly

22.9%

Industrial Technique

Oligopoly

16.7%

Power Technique

Competitive

16.7%

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.

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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.