VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Airbnb, Inc. vs Brookfield Asset Management Ltd.

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

Airbnb, Inc.

ABNB · NASDAQ

Market cap (USD)$84B
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

Brookfield Asset Management Ltd.

BAM · New York Stock Exchange

Market cap (USD)$88.3B
Gross margin (TTM)68.4%
Operating margin (TTM)66.6%
Net margin (TTM)58.3%
SectorFinancials
IndustryAsset Management
CountryCA
Data as of2026-01-05
Moat score
75/ 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 Brookfield Asset Management Ltd.'s moat claims, evidence, and risks.

View BAM analysis

Comparison highlights

  • Moat score gap: Brookfield Asset Management Ltd. leads (75 / 100 vs 69 / 100 for Airbnb, Inc.).
  • Segment focus: Airbnb, Inc. has 1 segment (100% in Airbnb Marketplace); Brookfield Asset Management Ltd. has 5 segments (30.3% in Credit).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Airbnb, Inc. has 4 moat types across 3 domains; Brookfield Asset Management Ltd. 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%

Brookfield Asset Management Ltd.

Credit

Market

Private credit, opportunistic credit, and multi-strategy credit asset management

Geography

Global

Customer

Institutional investors, insurance accounts, and private wealth investors

Role

Alternative credit manager / asset manager

Revenue share

30.3%

Side-by-side metrics

Airbnb, Inc.
Brookfield Asset Management Ltd.
Ticker / Exchange
ABNB - NASDAQ
BAM - New York Stock Exchange
Market cap (USD)
$84B
$88.3B
Gross margin (TTM)
83%
68.4%
Operating margin (TTM)
22.7%
66.6%
Net margin (TTM)
22%
58.3%
Sector
Consumer
Financials
Industry
Travel Services
Asset Management
HQ country
US
CA
Primary segment
Airbnb Marketplace
Credit
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
69 / 100
75 / 100
Moat domains
Network, Demand, Financial
Demand, Supply
Last update
2025-12-25
2026-01-05

Moat coverage

Shared moat types

Reputation ReviewsBrand Trust

Airbnb, Inc. strengths

Two Sided NetworkFloat Prepayment

Brookfield Asset Management Ltd. strengths

Long Term ContractsOperational Excellence

Segment mix

Airbnb, Inc. segments

Full profile >

Airbnb Marketplace

Competitive

100%

Brookfield Asset Management Ltd. segments

Full profile >

Renewable Power and Transition

Oligopoly

13.6%

Infrastructure

Oligopoly

25.5%

Real Estate

Oligopoly

20.6%

Private Equity

Oligopoly

10%

Credit

Oligopoly

30.3%

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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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.