VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Airbnb, Inc. vs Intuit Inc.

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

Intuit Inc.

INTU · NASDAQ

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-30
Moat score
76/ 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 Intuit Inc.'s moat claims, evidence, and risks.

View INTU analysis

Comparison highlights

  • Moat score gap: Intuit Inc. leads (76 / 100 vs 69 / 100 for Airbnb, Inc.).
  • Segment focus: Airbnb, Inc. has 1 segment (100% in Airbnb Marketplace); Intuit Inc. has 4 segments (58.8% in Global Business Solutions).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Airbnb, Inc. has 4 moat types across 3 domains; Intuit Inc. has 8 across 4.

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%

Intuit Inc.

Global Business Solutions

Market

Small and mid-market business financial management, payroll, payments/capital, and marketing automation software (QuickBooks ecosystem + Mailchimp)

Geography

Global

Customer

Small businesses, mid-market businesses, and accounting/bookkeeping professionals

Role

SaaS platform operator and payments/embedded-finance enabler

Revenue share

58.8%

Side-by-side metrics

Airbnb, Inc.
Intuit Inc.
Ticker / Exchange
ABNB - NASDAQ
INTU - NASDAQ
Market cap (USD)
n/a
n/a
Sector
Consumer
Technology
HQ country
US
US
Primary segment
Airbnb Marketplace
Global Business Solutions
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
69 / 100
76 / 100
Moat domains
Network, Demand, Financial
Demand, Network, Supply, Legal
Last update
2025-12-25
2025-12-30

Moat coverage

Shared moat types

Two Sided NetworkBrand Trust

Airbnb, Inc. strengths

Reputation ReviewsFloat Prepayment

Intuit Inc. strengths

Suite BundlingEcosystem ComplementsData Workflow LockinDistribution ControlCompliance AdvantageData Network Effects

Segment mix

Airbnb, Inc. segments

Full profile >

Airbnb Marketplace

Competitive

100%

Intuit Inc. segments

Full profile >

Global Business Solutions

Oligopoly

58.8%

Consumer

Oligopoly

25.9%

Credit Karma

Competitive

12%

ProTax

Oligopoly

3.3%

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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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.