VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Airbnb, Inc. vs Analog Devices, Inc.

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

Airbnb, Inc.

ABNB · NASDAQ

Market cap (USD)$82.2B
Gross margin (TTM)83%
Operating margin (TTM)22.7%
Net margin (TTM)22%
SectorConsumer
IndustryTravel Services
CountryUS
Data as of2025-12-25
Moat score
69/ 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 Airbnb, Inc.'s moat claims, evidence, and risks.

View ABNB analysis

Analog Devices, Inc.

ADI · Nasdaq Global Select Market

Market cap (USD)$133B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
CountryUS
Data as of2026-01-02
Moat score
59/ 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 Analog Devices, Inc.'s moat claims, evidence, and risks.

View ADI analysis

Comparison highlights

  • Moat score gap: Airbnb, Inc. leads (69 / 100 vs 59 / 100 for Analog Devices, Inc.).
  • Segment focus: Airbnb, Inc. has 1 segment (100% in Airbnb Marketplace); Analog Devices, Inc. has 4 segments (44.7% in Industrial).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Airbnb, Inc. has 4 moat types across 3 domains; Analog Devices, Inc. has 5 across 2.

Primary market context

Airbnb, Inc.

Airbnb Marketplace

Market

Online marketplace for short-term accommodations and experiences

Geography

Global

Customer

Hosts (supply) and guests (demand)

Role

Marketplace / platform operator

Revenue share

100%

Analog Devices, Inc.

Industrial

Market

Industrial analog, mixed-signal, RF and power management semiconductors

Geography

Global

Customer

B2B (OEMs/ODMs, industrial equipment, test & measurement, aerospace/defense)

Role

Semiconductor IC supplier

Revenue share

44.7%

Side-by-side metrics

Airbnb, Inc.
Analog Devices, Inc.
Ticker / Exchange
ABNB - NASDAQ
ADI - Nasdaq Global Select Market
Market cap (USD)
$82.2B
$133B
Gross margin (TTM)
83%
n/a
Operating margin (TTM)
22.7%
n/a
Net margin (TTM)
22%
n/a
Sector
Consumer
Technology
Industry
Travel Services
n/a
HQ country
US
US
Primary segment
Airbnb Marketplace
Industrial
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
69 / 100
59 / 100
Moat domains
Network, Demand, Financial
Demand, Supply
Last update
2025-12-25
2026-01-02

Moat coverage

Shared moat types

Brand Trust

Airbnb, Inc. strengths

Two Sided NetworkReputation ReviewsFloat Prepayment

Analog Devices, Inc. strengths

Design In QualificationScope EconomiesCapex Knowhow ScaleData Workflow Lockin

Segment mix

Airbnb, Inc. segments

Full profile >

Airbnb Marketplace

Competitive

100%

Analog Devices, Inc. segments

Full profile >

Industrial

Oligopoly

44.7%

Automotive

Oligopoly

29.8%

Communications

Oligopoly

12.5%

Consumer

Competitive

13%

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.