VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Friday, January 9, 2026

Stock Comparison

Alibaba Group Holding Limited vs Domino's Pizza, Inc.

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

Domino's Pizza, Inc.

DPZ · Nasdaq Global Select Market

Market cap (USD)$13.9B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorConsumer
Industry
CountryUS
Data as of2026-01-06
Moat score
77/ 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 Domino's Pizza, Inc.'s moat claims, evidence, and risks.

View DPZ analysis

Comparison highlights

  • Moat score gap: Domino's Pizza, Inc. leads (77 / 100 vs 56 / 100 for Alibaba Group Holding Limited).
  • Segment focus: Alibaba Group Holding Limited has 7 segments (41% in Taobao and Tmall Group); Domino's Pizza, Inc. has 3 segments (60.5% in Supply Chain).
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Alibaba Group Holding Limited has 6 moat types across 3 domains; Domino's Pizza, Inc. has 7 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%

Domino's Pizza, Inc.

Supply Chain

Market

Pizza ingredients manufacturing & distribution for Domino's system stores

Geography

United States and Canada

Customer

Domino's franchisees and company-owned stores

Role

Manufacturer / distributor

Revenue share

60.5%

Side-by-side metrics

Alibaba Group Holding Limited
Domino's Pizza, Inc.
Ticker / Exchange
9988.HK - The Stock Exchange of Hong Kong Limited
DPZ - Nasdaq Global Select Market
Market cap (USD)
$2.8T
$13.9B
Gross margin (TTM)
41.2%
n/a
Operating margin (TTM)
10.9%
n/a
Net margin (TTM)
12.2%
n/a
Sector
Consumer
Consumer
Industry
Specialty Retail
n/a
HQ country
KY
US
Primary segment
Taobao and Tmall Group
Supply Chain
Market structure
Oligopoly
Quasi-Monopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
56 / 100
77 / 100
Moat domains
Network, Supply, Demand
Supply, Demand, Network
Last update
2025-12-29
2026-01-06

Moat coverage

Shared moat types

Ecosystem ComplementsSupply Chain ControlBrand Trust

Alibaba Group Holding Limited strengths

Two Sided NetworkCapex Knowhow ScaleSwitching Costs General

Domino's Pizza, Inc. strengths

Physical Network DensityHabit DefaultOperational ExcellenceScale Economies Unit Cost

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%

Domino's Pizza, Inc. segments

Full profile >

U.S. Stores

Oligopoly

32.8%

Supply Chain

Quasi-Monopoly

60.5%

International Franchise

Competitive

6.8%

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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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.