VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Alibaba Group Holding Limited vs American Express Company

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)
SectorConsumer
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

American Express Company

AXP · New York Stock Exchange

Market cap (USD)
SectorFinancials
CountryUS
Data as of2025-12-30
Moat score
52/ 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 American Express Company's moat claims, evidence, and risks.

View AXP analysis

Comparison highlights

  • Moat score gap: Alibaba Group Holding Limited leads (56 / 100 vs 52 / 100 for American Express Company).
  • Segment focus: Alibaba Group Holding Limited has 7 segments (41% in Taobao and Tmall Group); American Express Company has 4 segments (47.5% in U.S. Consumer Services (USCS)).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs n/a.
  • Moat breadth: Alibaba Group Holding Limited has 6 moat types across 3 domains; American Express Company has 8 across 3.

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%

American Express Company

U.S. Consumer Services (USCS)

Market

U.S. premium consumer card issuing (charge and credit) and attached consumer banking and financing

Geography

United States

Customer

Consumers

Role

Issuer (proprietary cards) and consumer lender/services

Revenue share

47.5%

Side-by-side metrics

Alibaba Group Holding Limited
American Express Company
Ticker / Exchange
9988.HK - The Stock Exchange of Hong Kong Limited
AXP - New York Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Consumer
Financials
HQ country
KY
US
Primary segment
Taobao and Tmall Group
U.S. Consumer Services (USCS)
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
n/a
Moat score
56 / 100
52 / 100
Moat domains
Network, Supply, Demand
Demand, Financial, Network
Last update
2025-12-29
2025-12-30

Moat coverage

Shared moat types

Two Sided NetworkEcosystem ComplementsSwitching Costs GeneralBrand Trust

Alibaba Group Holding Limited strengths

Capex Knowhow ScaleSupply Chain Control

American Express Company strengths

Long Term ContractsCost Of Capital AdvantageTraining Org Change CostsData Network Effects

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%

American Express Company segments

Full profile >

U.S. Consumer Services (USCS)

Competitive

47.5%

Commercial Services (CS)

Competitive

23.9%

International Card Services (ICS)

Competitive

17.3%

Global Merchant and Network Services (GMNS)

Oligopoly

11.3%

Want the full wide moat stocks list?

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

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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.