VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Friday, January 2, 2026

Stock Comparison

Analog Devices, Inc. vs Costco Wholesale Corporation

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

Analog Devices, Inc.

ADI · Nasdaq Global Select Market

Market cap (USD)$133B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
CountryUS
Data as of2026-01-02
Moat score
59/ 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 Analog Devices, Inc.'s moat claims, evidence, and risks.

View ADI analysis

Costco Wholesale Corporation

COST · Nasdaq Global Select Market

Market cap (USD)$380.7B
Gross margin (TTM)12.9%
Operating margin (TTM)3.8%
Net margin (TTM)3%
SectorConsumer
IndustryDiscount Stores
CountryUS
Data as of2025-12-21
Moat score
80/ 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 Costco Wholesale Corporation's moat claims, evidence, and risks.

View COST analysis

Comparison highlights

  • Moat score gap: Costco Wholesale Corporation leads (80 / 100 vs 59 / 100 for Analog Devices, Inc.).
  • Segment focus: Analog Devices, Inc. has 4 segments (44.7% in Industrial); Costco Wholesale Corporation has 2 segments (98.1% in Warehouse club retail).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Weak.
  • Moat breadth: Analog Devices, Inc. has 5 moat types across 2 domains; Costco Wholesale Corporation has 6 across 3.

Primary market context

Analog Devices, Inc.

Industrial

Market

Industrial analog, mixed-signal, RF and power management semiconductors

Geography

Global

Customer

B2B (OEMs/ODMs, industrial equipment, test & measurement, aerospace/defense)

Role

Semiconductor IC supplier

Revenue share

44.7%

Costco Wholesale Corporation

Warehouse club retail

Market

Membership warehouse club retail (warehouse clubs, ancillary services, and e-commerce)

Geography

Global

Customer

Households and small businesses

Role

Retailer (membership club)

Revenue share

98.1%

Side-by-side metrics

Analog Devices, Inc.
Costco Wholesale Corporation
Ticker / Exchange
ADI - Nasdaq Global Select Market
COST - Nasdaq Global Select Market
Market cap (USD)
$133B
$380.7B
Gross margin (TTM)
n/a
12.9%
Operating margin (TTM)
n/a
3.8%
Net margin (TTM)
n/a
3%
Sector
Technology
Consumer
Industry
n/a
Discount Stores
HQ country
US
US
Primary segment
Industrial
Warehouse club retail
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Weak
Moat score
59 / 100
80 / 100
Moat domains
Demand, Supply
Supply, Financial, Demand
Last update
2026-01-02
2025-12-21

Moat coverage

Shared moat types

Brand Trust

Analog Devices, Inc. strengths

Design In QualificationScope EconomiesCapex Knowhow ScaleData Workflow Lockin

Costco Wholesale Corporation strengths

Scale Economies Unit CostOperational ExcellenceNegative Working CapitalHabit DefaultFloat Prepayment

Segment mix

Analog Devices, Inc. segments

Full profile >

Industrial

Oligopoly

44.7%

Automotive

Oligopoly

29.8%

Communications

Oligopoly

12.5%

Consumer

Competitive

13%

Costco Wholesale Corporation segments

Full profile >

Warehouse club retail

Oligopoly

98.1%

Membership fees (subscription)

Oligopoly

1.9%

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.