VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Adobe Inc. vs Equinix, Inc.

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

Adobe Inc.

ADBE · NASDAQ

Market cap (USD)$149B
SectorTechnology
CountryUS
Data as of2025-12-22
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 Adobe Inc.'s moat claims, evidence, and risks.

View ADBE analysis

Equinix, Inc.

EQIX · The Nasdaq Stock Market LLC

Market cap (USD)
SectorReal Estate
CountryUS
Data as of2025-12-31
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 Equinix, Inc.'s moat claims, evidence, and risks.

View EQIX analysis

Comparison highlights

  • Moat score gap: Adobe Inc. leads (68 / 100 vs 66 / 100 for Equinix, Inc.).
  • Segment focus: Adobe Inc. has 3 segments (74.3% in Digital Media); Equinix, Inc. has 3 segments.
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs n/a.
  • Moat breadth: Adobe Inc. has 4 moat types across 2 domains; Equinix, Inc. has 7 across 3.

Primary market context

Adobe Inc.

Digital Media

Market

Creative content creation and document productivity software subscriptions

Geography

Global

Customer

Individuals, SMB, enterprise

Role

Software platform

Revenue share

74.3%

Equinix, Inc.

IBX Colocation & Interconnection Platform

Market

Carrier-neutral multi-tenant data centers (colocation) and physical interconnection (cross connects, exchanges) in network-dense metros

Geography

Global

Customer

Enterprises and service providers

Role

Digital infrastructure / colocation operator and interconnection hub

Side-by-side metrics

Adobe Inc.
Equinix, Inc.
Ticker / Exchange
ADBE - NASDAQ
EQIX - The Nasdaq Stock Market LLC
Market cap (USD)
$149B
n/a
Sector
Technology
Real Estate
HQ country
US
US
Primary segment
Digital Media
IBX Colocation & Interconnection Platform
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
n/a
Moat score
68 / 100
66 / 100
Moat domains
Demand, Network
Supply, Network, Demand
Last update
2025-12-22
2025-12-31

Moat coverage

Shared moat types

Ecosystem Complements

Adobe Inc. strengths

Suite BundlingDe Facto StandardData Workflow Lockin

Equinix, Inc. strengths

Physical Network DensityBrand TrustSwitching Costs GeneralCapex Knowhow ScaleCapacity MoatInteroperability Hub

Segment mix

Adobe Inc. segments

Full profile >

Digital Media

Oligopoly

74.3%

Digital Experience

Competitive

24.7%

Publishing and Advertising

Competitive

1.1%

Equinix, Inc. segments

Full profile >

IBX Colocation & Interconnection Platform

Oligopoly

n/a

Hyperscale xScale & Joint Ventures

Competitive

n/a

Digital Services & Software-Defined Interconnection

Competitive

n/a

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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.