VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Alibaba Group Holding Limited vs IDEXX Laboratories, 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)
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

IDEXX Laboratories, Inc.

IDXX · NASDAQ

Market cap (USD)$54.9B
SectorHealthcare
CountryUS
Data as of2025-12-31
Moat score
82/ 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 IDEXX Laboratories, Inc.'s moat claims, evidence, and risks.

View IDXX analysis

Comparison highlights

  • Moat score gap: IDEXX Laboratories, Inc. leads (82 / 100 vs 56 / 100 for Alibaba Group Holding Limited).
  • Segment focus: Alibaba Group Holding Limited has 7 segments (41% in Taobao and Tmall Group); IDEXX Laboratories, Inc. has 4 segments (91.7% in Companion Animal Group).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Alibaba Group Holding Limited has 6 moat types across 3 domains; IDEXX Laboratories, Inc. has 5 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%

IDEXX Laboratories, Inc.

Companion Animal Group

Market

Veterinary diagnostics and practice management software for companion animals

Geography

Global

Customer

Veterinary practices, corporate veterinary groups, and reference laboratories

Role

Diagnostics platform owner (in-clinic instruments + consumables) and reference lab/service provider; practice management software provider

Revenue share

91.7%

Side-by-side metrics

Alibaba Group Holding Limited
IDEXX Laboratories, Inc.
Ticker / Exchange
9988.HK - The Stock Exchange of Hong Kong Limited
IDXX - NASDAQ
Market cap (USD)
n/a
$54.9B
Sector
Consumer
Healthcare
HQ country
KY
US
Primary segment
Taobao and Tmall Group
Companion Animal Group
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
56 / 100
82 / 100
Moat domains
Network, Supply, Demand
Demand, Supply, Legal
Last update
2025-12-29
2025-12-31

Moat coverage

Shared moat types

No overlap yet.

Alibaba Group Holding Limited strengths

Two Sided NetworkEcosystem ComplementsCapex Knowhow ScaleSwitching Costs GeneralSupply Chain ControlBrand Trust

IDEXX Laboratories, Inc. strengths

Installed Base ConsumablesData Workflow LockinPhysical Network DensityRegulated Standards PipeCompliance Advantage

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%

IDEXX Laboratories, Inc. segments

Full profile >

Companion Animal Group

Oligopoly

91.7%

Water Quality Products

Oligopoly

4.7%

Livestock, Poultry and Dairy

Competitive

3.1%

Other (OPTI Medical and out-licensing)

Competitive

0.4%

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.