VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Airbnb, Inc. vs American Express Company

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

Airbnb, Inc.

ABNB · NASDAQ

Market cap (USD)
SectorConsumer
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

American Express Company

AXP · New York Stock Exchange

Market cap (USD)
SectorFinancials
CountryUS
Data as of2025-12-30
Moat score
52/ 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 American Express Company's moat claims, evidence, and risks.

View AXP analysis

Comparison highlights

  • Moat score gap: Airbnb, Inc. leads (69 / 100 vs 52 / 100 for American Express Company).
  • Segment focus: Airbnb, Inc. has 1 segment (100% in Airbnb Marketplace); American Express Company has 4 segments (47.5% in U.S. Consumer Services (USCS)).
  • Primary market structure: Competitive vs Competitive. Pricing power: Moderate vs n/a.
  • Moat breadth: Airbnb, Inc. has 4 moat types across 3 domains; American Express Company has 8 across 3.

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%

American Express Company

U.S. Consumer Services (USCS)

Market

U.S. premium consumer card issuing (charge and credit) and attached consumer banking and financing

Geography

United States

Customer

Consumers

Role

Issuer (proprietary cards) and consumer lender/services

Revenue share

47.5%

Side-by-side metrics

Airbnb, Inc.
American Express Company
Ticker / Exchange
ABNB - NASDAQ
AXP - New York Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Consumer
Financials
HQ country
US
US
Primary segment
Airbnb Marketplace
U.S. Consumer Services (USCS)
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
n/a
Moat score
69 / 100
52 / 100
Moat domains
Network, Demand, Financial
Demand, Financial, Network
Last update
2025-12-25
2025-12-30

Moat coverage

Shared moat types

Two Sided NetworkBrand Trust

Airbnb, Inc. strengths

Reputation ReviewsFloat Prepayment

American Express Company strengths

Switching Costs GeneralLong Term ContractsCost Of Capital AdvantageTraining Org Change CostsEcosystem ComplementsData Network Effects

Segment mix

Airbnb, Inc. segments

Full profile >

Airbnb Marketplace

Competitive

100%

American Express Company segments

Full profile >

U.S. Consumer Services (USCS)

Competitive

47.5%

Commercial Services (CS)

Competitive

23.9%

International Card Services (ICS)

Competitive

17.3%

Global Merchant and Network Services (GMNS)

Oligopoly

11.3%

Want the full wide moat stocks list?

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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.