VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Airbnb, Inc. vs Mondelez 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)$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

Mondelez International, Inc.

MDLZ · Nasdaq Global Select Market

Market cap (USD)$75.9B
Gross margin (TTM)28.4%
Operating margin (TTM)9.3%
Net margin (TTM)6.4%
SectorConsumer
IndustryFood Confectioners
CountryUS
Data as of2025-12-23
Moat score
66/ 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 Mondelez International, Inc.'s moat claims, evidence, and risks.

View MDLZ analysis

Comparison highlights

  • Moat score gap: Airbnb, Inc. leads (69 / 100 vs 66 / 100 for Mondelez International, Inc.).
  • Segment focus: Airbnb, Inc. has 1 segment (100% in Airbnb Marketplace); Mondelez International, Inc. has 5 segments (48.9% in Biscuits & Baked Snacks).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Airbnb, Inc. has 4 moat types across 3 domains; Mondelez 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%

Mondelez International, Inc.

Biscuits & Baked Snacks

Market

Branded biscuits, cookies, crackers and baked snacks

Geography

Global

Customer

Consumer (via retail and e-commerce)

Role

Branded manufacturer

Revenue share

48.9%

Side-by-side metrics

Airbnb, Inc.
Mondelez International, Inc.
Ticker / Exchange
ABNB - NASDAQ
MDLZ - Nasdaq Global Select Market
Market cap (USD)
$76.7B
$75.9B
Gross margin (TTM)
83%
28.4%
Operating margin (TTM)
20.8%
9.3%
Net margin (TTM)
20.5%
6.4%
Sector
Consumer
Consumer
Industry
Travel Services
Food Confectioners
HQ country
US
US
Primary segment
Airbnb Marketplace
Biscuits & Baked Snacks
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
69 / 100
66 / 100
Moat domains
Network, Demand, Financial
Demand, Supply, Legal
Last update
2025-12-25
2025-12-23

Moat coverage

Shared moat types

Brand Trust

Airbnb, Inc. strengths

Two Sided NetworkReputation ReviewsFloat Prepayment

Mondelez International, Inc. strengths

Distribution ControlIP Choke PointSupply Chain Control

Segment mix

Airbnb, Inc. segments

Full profile >

Airbnb Marketplace

Competitive

100%

Mondelez International, Inc. segments

Full profile >

Biscuits & Baked Snacks

Oligopoly

48.9%

Chocolate

Oligopoly

30.9%

Gum & Candy

Oligopoly

11.1%

Beverages

Competitive

3%

Cheese & Grocery

Competitive

6.2%

Want the full wide moat stocks list?

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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.