VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Airbnb, Inc. vs Marriott International, 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

Marriott International, Inc.

MAR · NASDAQ

Market cap (USD)
SectorConsumer
CountryUS
Data as of2026-01-01
Moat score
72/ 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 Marriott International, Inc.'s moat claims, evidence, and risks.

View MAR analysis

Comparison highlights

  • Moat score gap: Marriott International, Inc. leads (72 / 100 vs 69 / 100 for Airbnb, Inc.).
  • Segment focus: Airbnb, Inc. has 1 segment (100% in Airbnb Marketplace); Marriott International, Inc. has 2 segments.
  • Moat breadth: Airbnb, Inc. has 4 moat types across 3 domains; Marriott International, Inc. 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%

Marriott International, Inc.

U.S. & Canada Lodging Platform

Market

Branded hotel franchising & management platform (including loyalty and reservation systems)

Geography

U.S. & Canada

Customer

Two-sided: travelers (guests) and hotel owners (franchisees/owners of managed properties)

Role

Brand owner / franchisor / manager; operator of reservation, loyalty, and marketing systems

Side-by-side metrics

Airbnb, Inc.
Marriott International, Inc.
Ticker / Exchange
ABNB - NASDAQ
MAR - NASDAQ
Market cap (USD)
n/a
n/a
Sector
Consumer
Consumer
HQ country
US
US
Primary segment
Airbnb Marketplace
U.S. & Canada Lodging Platform
Market structure
Competitive
Competitive
Market share
n/a
16%-18% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
69 / 100
72 / 100
Moat domains
Network, Demand, Financial
Demand, Network, Supply
Last update
2025-12-25
2026-01-01

Moat coverage

Shared moat types

Two Sided NetworkBrand Trust

Airbnb, Inc. strengths

Reputation ReviewsFloat Prepayment

Marriott International, Inc. strengths

Distribution ControlLong Term Contracts

Segment mix

Airbnb, Inc. segments

Full profile >

Airbnb Marketplace

Competitive

100%

Marriott International, Inc. segments

Full profile >

U.S. & Canada Lodging Platform

Competitive

n/a

International Lodging Platform

Competitive

n/a

Want the full wide moat stocks list?

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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.