VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Airbnb, Inc. vs Chipotle Mexican Grill, Inc.

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

Airbnb, Inc.

ABNB · NASDAQ

Market cap (USD)$76.7B
Gross margin (TTM)83%
Operating margin (TTM)20.8%
Net margin (TTM)20.5%
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

Chipotle Mexican Grill, Inc.

CMG · New York Stock Exchange

Market cap (USD)$49.6B
Gross margin (TTM)24.6%
Operating margin (TTM)16.4%
Net margin (TTM)12.9%
SectorConsumer
IndustryRestaurants
CountryUS
Data as of2025-12-26
Moat score
62/ 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 Chipotle Mexican Grill, Inc.'s moat claims, evidence, and risks.

View CMG analysis

Comparison highlights

  • Moat score gap: Airbnb, Inc. leads (69 / 100 vs 62 / 100 for Chipotle Mexican Grill, Inc.).
  • Segment focus: Airbnb, Inc. has 1 segment (100% in Airbnb Marketplace); Chipotle Mexican Grill, Inc. has 1 segment (100% in Restaurant operations (company-owned Chipotle restaurants)).
  • Moat breadth: Airbnb, Inc. has 4 moat types across 3 domains; Chipotle Mexican Grill, Inc. 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%

Chipotle Mexican Grill, Inc.

Restaurant operations (company-owned Chipotle restaurants)

Market

Fast-casual restaurants (Mexican-inspired, made-to-order)

Geography

Primarily United States; limited international presence

Customer

Consumers

Role

Company-operated restaurant operator

Revenue share

100%

Side-by-side metrics

Airbnb, Inc.
Chipotle Mexican Grill, Inc.
Ticker / Exchange
ABNB - NASDAQ
CMG - New York Stock Exchange
Market cap (USD)
$76.7B
$49.6B
Gross margin (TTM)
83%
24.6%
Operating margin (TTM)
20.8%
16.4%
Net margin (TTM)
20.5%
12.9%
Sector
Consumer
Consumer
Industry
Travel Services
Restaurants
HQ country
US
US
Primary segment
Airbnb Marketplace
Restaurant operations (company-owned Chipotle restaurants)
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
69 / 100
62 / 100
Moat domains
Network, Demand, Financial
Demand, Supply
Last update
2025-12-25
2025-12-26

Moat coverage

Shared moat types

Brand Trust

Airbnb, Inc. strengths

Two Sided NetworkReputation ReviewsFloat Prepayment

Chipotle Mexican Grill, Inc. strengths

Supply Chain ControlOperational ExcellenceHabit Default

Segment mix

Airbnb, Inc. segments

Full profile >

Airbnb Marketplace

Competitive

100%

Chipotle Mexican Grill, Inc. segments

Full profile >

Restaurant operations (company-owned Chipotle restaurants)

Competitive

100%

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.

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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.