VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Airbnb, Inc. vs Auto Trader Group plc

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

Airbnb, Inc.

ABNB · NASDAQ

Market cap (USD)$86.1B
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

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 69 / 100 for Airbnb, Inc.).
  • Segment focus: Airbnb, Inc. has 1 segment (100% in Airbnb Marketplace); Auto Trader Group plc has 2 segments (93.3% in Autotrader (UK automotive marketplace & data platform)).
  • Primary market structure: Competitive vs Quasi-Monopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Airbnb, Inc. has 4 moat types across 3 domains; Auto Trader Group plc has 4 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%

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

Airbnb, Inc.
Auto Trader Group plc
Ticker / Exchange
ABNB - NASDAQ
AUTO - London Stock Exchange
Market cap (USD)
$86.1B
n/a
Gross margin (TTM)
83%
n/a
Operating margin (TTM)
22.7%
n/a
Net margin (TTM)
22%
n/a
Sector
Consumer
Communication Services
Industry
Travel Services
n/a
HQ country
US
GB
Primary segment
Airbnb Marketplace
Autotrader (UK automotive marketplace & data platform)
Market structure
Competitive
Quasi-Monopoly
Market share
n/a
75%-80% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
69 / 100
96 / 100
Moat domains
Network, Demand, Financial
Network, Demand
Last update
2025-12-25
2026-01-10

Moat coverage

Shared moat types

Two Sided Network

Airbnb, Inc. strengths

Reputation ReviewsBrand TrustFloat Prepayment

Auto Trader Group plc strengths

Data Workflow LockinHabit DefaultEcosystem Complements

Segment mix

Airbnb, Inc. segments

Full profile >

Airbnb Marketplace

Competitive

100%

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?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.