VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, January 5, 2026

Stock Comparison

Airbnb, Inc. vs Legrand S.A.

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

Legrand S.A.

LR · Euronext Paris

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
Industry
CountryFR
Data as of2026-01-02
Moat score
68/ 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 Legrand S.A.'s moat claims, evidence, and risks.

View LR analysis

Comparison highlights

  • Moat score gap: Airbnb, Inc. leads (69 / 100 vs 68 / 100 for Legrand S.A.).
  • Segment focus: Airbnb, Inc. has 1 segment (100% in Airbnb Marketplace); Legrand S.A. has 2 segments (80% in Building electrical & digital infrastructure (non-datacenter)).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Airbnb, Inc. has 4 moat types across 3 domains; Legrand S.A. has 4 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%

Legrand S.A.

Building electrical & digital infrastructure (non-datacenter)

Market

Low-voltage electrical and digital building infrastructure (wiring devices, energy distribution, cable management, building controls)

Geography

Global (strong Europe & North America footprint)

Customer

Professional installers/electricians, electrical wholesalers, OEM/contractors; end-users in residential & commercial buildings

Role

Manufacturer + brand owner; channel-driven distribution

Revenue share

80%

Side-by-side metrics

Airbnb, Inc.
Legrand S.A.
Ticker / Exchange
ABNB - NASDAQ
LR - Euronext Paris
Market cap (USD)
$82.2B
n/a
Gross margin (TTM)
83%
n/a
Operating margin (TTM)
22.7%
n/a
Net margin (TTM)
22%
n/a
Sector
Consumer
Industrials
Industry
Travel Services
n/a
HQ country
US
FR
Primary segment
Airbnb Marketplace
Building electrical & digital infrastructure (non-datacenter)
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
69 / 100
68 / 100
Moat domains
Network, Demand, Financial
Legal, Supply, Demand
Last update
2025-12-25
2026-01-02

Moat coverage

Shared moat types

Brand Trust

Airbnb, Inc. strengths

Two Sided NetworkReputation ReviewsFloat Prepayment

Legrand S.A. strengths

Compliance AdvantageScope EconomiesDesign In Qualification

Segment mix

Airbnb, Inc. segments

Full profile >

Airbnb Marketplace

Competitive

100%

Legrand S.A. segments

Full profile >

Building electrical & digital infrastructure (non-datacenter)

Oligopoly

80%

Datacenter infrastructure

Oligopoly

20%

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.