VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Stock Comparison
Airbnb, Inc. vs Booking Holdings Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Airbnb, Inc.
ABNB · NASDAQ
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 analysisBooking Holdings Inc.
BKNG · NASDAQ Global Select Market
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Booking Holdings Inc.'s moat claims, evidence, and risks.
View BKNG analysisComparison highlights
- Moat score gap: Booking Holdings Inc. leads (77 / 100 vs 69 / 100 for Airbnb, Inc.).
- Segment focus: Airbnb, Inc. has 1 segment (100% in Airbnb Marketplace); Booking Holdings Inc. has 2 segments (95.5% in OTC online travel reservations (Booking.com, Priceline, Agoda)).
- Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
- Moat breadth: Airbnb, Inc. has 4 moat types across 3 domains; Booking Holdings Inc. has 5 across 4.
Primary market context
Airbnb, Inc.
Airbnb Marketplace
Online marketplace for short-term accommodations and experiences
Global
Hosts (supply) and guests (demand)
Marketplace / platform operator
100%
Booking Holdings Inc.
OTC online travel reservations (Booking.com, Priceline, Agoda)
Online travel agency (OTA) reservation platforms
Global
Two-sided: travelers (B2C) and travel service providers (B2B)
Intermediary / marketplace
95.5%
Side-by-side metrics
Moat coverage
Shared moat types
Airbnb, Inc. strengths
Booking Holdings Inc. strengths
Segment mix
Airbnb, Inc. segments
Full profile >Airbnb Marketplace
Competitive
Booking Holdings Inc. segments
Full profile >OTC online travel reservations (Booking.com, Priceline, Agoda)
Oligopoly
Metasearch & restaurant reservations (KAYAK, OpenTable)
Competitive
Want the full wide moat stocks list?
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View the moat stocks listLooking for expansion-stage stocks?
Proven models entering the expansion stage with unit economics that work.
View expansion-stage stocksCuration & 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.