VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Airbnb, Inc. vs CAR Group Limited

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

CAR Group Limited

CAR · ASX

Market cap (USD)$7.8B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorCommunication Services
Industry
CountryAU
Data as of
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 CAR Group Limited's moat claims, evidence, and risks.

View CAR analysis

Comparison highlights

  • Moat score: both at 69 / 100.
  • Segment focus: Airbnb, Inc. has 1 segment (100% in Airbnb Marketplace); CAR Group Limited has 5 segments (41% in Australia).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Airbnb, Inc. has 4 moat types across 3 domains; CAR Group Limited has 6 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%

CAR Group Limited

Australia

Market

Online vehicle marketplace, dealer advertising & automotive data/services

Geography

Australia

Customer

Dealers, OEM advertisers, private sellers & buyers

Role

Two-sided marketplace + advertising + data/SaaS tools

Revenue share

41%

Side-by-side metrics

Airbnb, Inc.
CAR Group Limited
Ticker / Exchange
ABNB - NASDAQ
CAR - ASX
Market cap (USD)
$82.2B
$7.8B
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
AU
Primary segment
Airbnb Marketplace
Australia
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
69 / 100
69 / 100
Moat domains
Network, Demand, Financial
Network, Demand, Supply
Last update
2025-12-25
2026-01-02

Moat coverage

Shared moat types

Two Sided NetworkBrand Trust

Airbnb, Inc. strengths

Reputation ReviewsFloat Prepayment

CAR Group Limited strengths

Ecosystem ComplementsSwitching Costs GeneralOperational Excellenceminority-investment-optionality

Segment mix

Airbnb, Inc. segments

Full profile >

Airbnb Marketplace

Competitive

100%

CAR Group Limited segments

Full profile >

Australia

Oligopoly

41%

North America

Oligopoly

26%

Latin America

Oligopoly

17.3%

Asia

Oligopoly

11.5%

Investments

Competitive

4.2%

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

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.