WIDE MOAT STOCKS COMPARISON

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Stock Comparison

Apple Inc. vs The Walt Disney Company

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

Apple Inc.

AAPL · The Nasdaq Stock Market LLC

Market cap (USD)$5.1T
Gross margin (TTM)48.8%
Operating margin (TTM)33%
Net margin (TTM)27.6%
SectorTechnology
IndustryConsumer electronics
CountryUS
Data as of2026-08-23
96/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into Apple Inc.'s moat claims, evidence, and risks.

View AAPL analysis

The Walt Disney Company

DIS · New York Stock Exchange

Market cap (USD)$205.8B
Gross margin (TTM)37.6%
Operating margin (TTM)13.7%
Net margin (TTM)8.7%
SectorCommunication Services
IndustryMedia and entertainment
CountryUS
Data as of2026-08-23
76/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into The Walt Disney Company's moat claims, evidence, and risks.

View DIS analysis

Comparison highlights

  • Moat score gap: Apple Inc. leads (96 / 100 vs 76 / 100 for The Walt Disney Company).
  • Segment focus: Apple Inc. has 5 segments (53.1% in iPhone); The Walt Disney Company has 3 segments (44.5% in Entertainment (streaming, linear networks, studios and licensing)).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Apple Inc. has 6 moat types across 3 domains; The Walt Disney Company has 2 across 2.

Primary market context

Apple Inc.

iPhone

Market

Global smartphones, with premium-smartphone over-index

Geography

Global

Customer

Consumers, carriers, enterprises, and government buyers

Role

Branded device OEM, operating-system owner, and platform gateway

Revenue share

53.1%

The Walt Disney Company

Entertainment (streaming, linear networks, studios and licensing)

Market

Global film, television production and video distribution, including subscription streaming

Geography

Global

Customer

Viewers, advertisers, television distributors and content licensees

Role

Owner, producer, licensor and distributor of entertainment

Revenue share

44.5%

Side-by-side metrics

Apple Inc.
The Walt Disney Company
Ticker / Exchange
AAPL - The Nasdaq Stock Market LLC
DIS - New York Stock Exchange
Market cap (USD)
$5.1T
$205.8B
Gross margin (TTM)
48.8%
37.6%
Operating margin (TTM)
33%
13.7%
Net margin (TTM)
27.6%
8.7%
Sector
Technology
Communication Services
Industry
Consumer electronics
Media and entertainment
HQ country
US
US
Primary segment
iPhone
Entertainment (streaming, linear networks, studios and licensing)
Market structure
Oligopoly
Oligopoly
Market share
20.2% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
96 / 100
76 / 100
Moat domains
Network, Demand, Supply
Legal, Supply
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

No overlap yet.

Apple Inc. strengths

Ecosystem ComplementsBrand TrustSwitching Costs GeneralIntegrated silicon and softwareDefault OS GatewayData Workflow Lockin

The Walt Disney Company strengths

Content Rights CurrencyCapex Knowhow Scale

Segment mix

Apple Inc. segments

Full profile >

iPhone

Oligopoly

53.1%

Mac

Oligopoly

7.9%

iPad

Oligopoly

5.8%

Wearables, Home and Accessories

Oligopoly

7.4%

Services

Quasi-Monopoly

25.8%

The Walt Disney Company segments

Full profile >

Entertainment (streaming, linear networks, studios and licensing)

Oligopoly

44.5%

Sports (ESPN and licensed sports content)

Oligopoly

17.2%

Experiences (parks, resorts, cruises and consumer products)

Oligopoly

38.3%

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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.