WIDE MOAT STOCKS COMPARISON

Checking

Stock Comparison

Alibaba Group Holding Limited vs Microsoft Corporation

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)$269.3B
Gross margin (TTM)38.1%
Operating margin (TTM)4.2%
Net margin (TTM)7%
SectorConsumer
IndustrySpecialty Retail
CountryKY
Data as of2026-08-23
Moat score
70/ 100

Partial score covering 89% of segment weight.

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

Microsoft Corporation

MSFT · The Nasdaq Global Select Market

Market cap (USD)$3.7T
Gross margin (TTM)67.9%
Operating margin (TTM)46.8%
Net margin (TTM)40.3%
SectorTechnology
IndustrySoftware - Infrastructure
CountryUS
Data as of2026-08-23
Moat score
92/ 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 Microsoft Corporation's moat claims, evidence, and risks.

View MSFT analysis

Comparison highlights

  • Segment focus: Alibaba Group Holding Limited has 4 segments (71.9% in Alibaba E-commerce Group); Microsoft Corporation has 3 segments (42.2% in Productivity and Business Processes).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Alibaba Group Holding Limited has 2 moat types across 2 domains; Microsoft Corporation has 8 across 4.

Primary market context

Alibaba Group Holding Limited

Alibaba E-commerce Group

Market

China and international e-commerce, quick commerce, wholesale marketplaces and merchant services

Geography

Global

Customer

Consumers and merchants/brands

Role

Marketplace + advertising/merchant services

Revenue share

71.9%

Microsoft Corporation

Productivity and Business Processes

Market

Enterprise productivity & collaboration suites, business applications, and professional network platforms

Geography

Global

Customer

Enterprises, SMBs, consumers, recruiters/advertisers

Role

SaaS platform + professional network

Revenue share

42.2%

Side-by-side metrics

Alibaba Group Holding Limited
Microsoft Corporation
Ticker / Exchange
9988.HK - The Stock Exchange of Hong Kong Limited
MSFT - The Nasdaq Global Select Market
Market cap (USD)
$269.3B
$3.7T
Gross margin (TTM)
38.1%
67.9%
Operating margin (TTM)
4.2%
46.8%
Net margin (TTM)
7%
40.3%
Sector
Consumer
Technology
Industry
Specialty Retail
Software - Infrastructure
HQ country
KY
US
Primary segment
Alibaba E-commerce Group
Productivity and Business Processes
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
70 / 100 (partial, 89% coverage)
92 / 100
Moat domains
Network, Supply
Demand, Network, Supply, Legal
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

Two Sided NetworkCapex Knowhow Scale

Alibaba Group Holding Limited strengths

No unique moat types yet.

Microsoft Corporation strengths

Suite BundlingData Workflow LockinLong Term ContractsEcosystem ComplementsDefault OS GatewayContent Rights Currency

Segment mix

Alibaba Group Holding Limited segments

Full profile >

Alibaba E-commerce Group

Oligopoly

71.9%

AI Labs and Applications

Competitive

1.2%

AI Cloud and Compute Services

Oligopoly

16.9%

All Others

Competitive

10.1%

Microsoft Corporation segments

Full profile >

Productivity and Business Processes

Oligopoly

42.2%

Intelligent Cloud

Oligopoly

41.5%

More Personal Computing

Quasi-Monopoly

16.3%

Act on this comparison

Turn a two-stock debate into a systemSee the systematic rankings that surface stocks like 9988.HK and MSFT, with backtests and current holdings.

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

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.