VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Ambev S.A. vs Auto Trader Group plc

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

Ambev S.A.

ABEV3 · B3 - Brasil Bolsa Balcao

Market cap (USD)$217.4B
Gross margin (TTM)51.8%
Operating margin (TTM)26.5%
Net margin (TTM)17.7%
SectorConsumer
IndustryBeverages - Alcoholic
CountryBR
Data as of2025-12-28
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 Ambev S.A.'s moat claims, evidence, and risks.

View ABEV3 analysis

Auto Trader Group plc

AUTO · London Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorCommunication Services
Industry
CountryGB
Data as of2026-01-10
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 Auto Trader Group plc's moat claims, evidence, and risks.

View AUTO analysis

Comparison highlights

  • Moat score gap: Auto Trader Group plc leads (96 / 100 vs 82 / 100 for Ambev S.A.).
  • Segment focus: Ambev S.A. has 5 segments (45% in Brazil - Beer); Auto Trader Group plc has 2 segments (93.3% in Autotrader (UK automotive marketplace & data platform)).
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Ambev S.A. has 3 moat types across 3 domains; Auto Trader Group plc has 4 across 2.

Primary market context

Ambev S.A.

Brazil - Beer

Market

Beer production and distribution

Geography

Brazil

Customer

On-trade and off-trade retailers; distributors

Role

Producer & distributor

Revenue share

45%

Auto Trader Group plc

Autotrader (UK automotive marketplace & data platform)

Market

UK digital automotive marketplace (new & used) with retailer advertising/data products

Geography

United Kingdom

Customer

Consumers, vehicle retailers, OEMs/advertising agencies

Role

Two-sided marketplace + advertising/data & workflow tools

Revenue share

93.3%

Side-by-side metrics

Ambev S.A.
Auto Trader Group plc
Ticker / Exchange
ABEV3 - B3 - Brasil Bolsa Balcao
AUTO - London Stock Exchange
Market cap (USD)
$217.4B
n/a
Gross margin (TTM)
51.8%
n/a
Operating margin (TTM)
26.5%
n/a
Net margin (TTM)
17.7%
n/a
Sector
Consumer
Communication Services
Industry
Beverages - Alcoholic
n/a
HQ country
BR
GB
Primary segment
Brazil - Beer
Autotrader (UK automotive marketplace & data platform)
Market structure
Oligopoly
Quasi-Monopoly
Market share
55%-65% (estimated)
75%-80% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
82 / 100
96 / 100
Moat domains
Demand, Supply, Legal
Network, Demand
Last update
2025-12-28
2026-01-10

Moat coverage

Shared moat types

No overlap yet.

Ambev S.A. strengths

Brand TrustDistribution ControlContractual Exclusivity

Auto Trader Group plc strengths

Two Sided NetworkData Workflow LockinHabit DefaultEcosystem Complements

Segment mix

Ambev S.A. segments

Full profile >

Brazil - Beer

Oligopoly

45%

Brazil - Non-alcoholic beverages

Oligopoly

9.4%

Central America and the Caribbean

Oligopoly

12.3%

Latin America South

Oligopoly

22.2%

Canada

Oligopoly

11.2%

Auto Trader Group plc segments

Full profile >

Autotrader (UK automotive marketplace & data platform)

Quasi-Monopoly

93.3%

Autorama (vehicle leasing marketplace)

Competitive

6.7%

Want the full wide moat stocks list?

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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.