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WIDE MOAT STOCKS COMPARISON

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Stock Comparison

Apple Inc. vs Alphabet Inc.

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)$4.7T
Gross margin (TTM)48.7%
Operating margin (TTM)33.2%
Net margin (TTM)27.6%
SectorTechnology
IndustryConsumer Electronics
CountryUS
Data as of2026-08-23
Moat score
96/ 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 Apple Inc.'s moat claims, evidence, and risks.

View AAPL analysis

Alphabet Inc.

GOOGL · The Nasdaq Stock Market

Market cap (USD)$4.1T
Gross margin (TTM)60.9%
Operating margin (TTM)33.1%
Net margin (TTM)54.8%
SectorCommunication Services
IndustryInternet Content & Information
CountryUS
Data as of2026-08-23
Moat score
83/ 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 Alphabet Inc.'s moat claims, evidence, and risks.

View GOOGL analysis

Comparison highlights

  • Moat score gap: Apple Inc. leads (96 / 100 vs 83 / 100 for Alphabet Inc.).
  • Segment focus: Apple Inc. has 5 segments (53.9% in iPhone); Alphabet Inc. has 6 segments (52.9% in Google Search & other (Advertising)).
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Strong vs Strong.
  • Moat breadth: Apple Inc. has 6 moat types across 3 domains; Alphabet Inc. has 5 across 3.

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

53.9%

Alphabet Inc.

Google Search & other (Advertising)

Market

Search advertising (intent-based digital ads)

Geography

Global

Customer

Advertisers (SMB to enterprise)

Role

Ad platform / publisher

Revenue share

52.9%

Side-by-side metrics

Apple Inc.
Alphabet Inc.
Ticker / Exchange
AAPL - The Nasdaq Stock Market LLC
GOOGL - The Nasdaq Stock Market
Market cap (USD)
$4.7T
$4.1T
Gross margin (TTM)
48.7%
60.9%
Operating margin (TTM)
33.2%
33.1%
Net margin (TTM)
27.6%
54.8%
Sector
Technology
Communication Services
Industry
Consumer Electronics
Internet Content & Information
HQ country
US
US
Primary segment
iPhone
Google Search & other (Advertising)
Market structure
Oligopoly
Quasi-Monopoly
Market share
20%-20.2% (estimated)
90%-92% (reported)
HHI estimate
n/a
8,361
Pricing power
Strong
Strong
Moat score
96 / 100
83 / 100
Moat domains
Network, Demand, Supply
Network, Demand, Supply
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

Default OS Gateway

Apple Inc. strengths

Ecosystem ComplementsBrand TrustSwitching Costs GeneralKeystone ComponentData Workflow Lockin

Alphabet Inc. strengths

Data Network EffectsHabit DefaultTwo Sided NetworkCapex Knowhow Scale

Segment mix

Apple Inc. segments

Full profile >

iPhone

Oligopoly

53.9%

Mac

Oligopoly

7.4%

iPad

Oligopoly

6%

Wearables, Home and Accessories

Oligopoly

7.5%

Services

Quasi-Monopoly

25.2%

Alphabet Inc. segments

Full profile >

Google Search & other (Advertising)

Quasi-Monopoly

52.9%

YouTube (Advertising)

Oligopoly

9.2%

Google Network (Advertising)

Competitive

6.1%

Google Subscriptions, Platforms & Devices

Quasi-Monopoly

10.8%

Google Cloud

Oligopoly

20.7%

Other Bets

Competitive

0.3%

Act on this comparison

AAPL in the moat ranking
AAPL sits #35 of 398Browse the full wide moat ranking to see what beats it and why.See the full ranking
GOOGL in the moat ranking
GOOGL sits #8 of 398Browse the full wide moat ranking to see what beats it and why.See the full ranking
Turn a two-stock debate into a systemSee the systematic rankings that surface stocks like AAPL and GOOGL, with backtests and current holdings.

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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.