VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 3, 2026

Stock Comparison

AMETEK, Inc. vs Booking Holdings Inc.

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

AMETEK, Inc.

AME · New York Stock Exchange

Market cap (USD)$47.3B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
Industry
CountryUS
Data as of2026-01-02
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 AMETEK, Inc.'s moat claims, evidence, and risks.

View AME analysis

Booking Holdings Inc.

BKNG · NASDAQ Global Select Market

Market cap (USD)$170.2B
Gross margin (TTM)100%
Operating margin (TTM)32.7%
Net margin (TTM)19.4%
SectorConsumer
IndustryTravel Services
CountryUS
Data as of2025-12-25
Moat score
77/ 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 Booking Holdings Inc.'s moat claims, evidence, and risks.

View BKNG analysis

Comparison highlights

  • Moat score gap: Booking Holdings Inc. leads (77 / 100 vs 66 / 100 for AMETEK, Inc.).
  • Segment focus: AMETEK, Inc. has 2 segments (67.1% in Electronic Instruments Group (EIG)); Booking Holdings Inc. has 2 segments (95.5% in OTC online travel reservations (Booking.com, Priceline, Agoda)).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: AMETEK, Inc. has 3 moat types across 1 domains; Booking Holdings Inc. has 5 across 4.

Primary market context

AMETEK, Inc.

Electronic Instruments Group (EIG)

Market

Advanced analytical, test and measurement instruments

Geography

Global

Customer

B2B (process, industrial, aerospace, medical, research)

Role

Instrument/OEM supplier

Revenue share

67.1%

Booking Holdings Inc.

OTC online travel reservations (Booking.com, Priceline, Agoda)

Market

Online travel agency (OTA) reservation platforms

Geography

Global

Customer

Two-sided: travelers (B2C) and travel service providers (B2B)

Role

Intermediary / marketplace

Revenue share

95.5%

Side-by-side metrics

AMETEK, Inc.
Booking Holdings Inc.
Ticker / Exchange
AME - New York Stock Exchange
BKNG - NASDAQ Global Select Market
Market cap (USD)
$47.3B
$170.2B
Gross margin (TTM)
n/a
100%
Operating margin (TTM)
n/a
32.7%
Net margin (TTM)
n/a
19.4%
Sector
Industrials
Consumer
Industry
n/a
Travel Services
HQ country
US
US
Primary segment
Electronic Instruments Group (EIG)
OTC online travel reservations (Booking.com, Priceline, Agoda)
Market structure
Oligopoly
Oligopoly
Market share
n/a
23%-31% (implied)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
66 / 100
77 / 100
Moat domains
Supply
Network, Demand, Supply, Financial
Last update
2026-01-02
2025-12-25

Moat coverage

Shared moat types

Scope Economies

AMETEK, Inc. strengths

Capex Knowhow ScaleOperational Excellence

Booking Holdings Inc. strengths

Two Sided NetworkBrand TrustHabit DefaultFloat Prepayment

Segment mix

AMETEK, Inc. segments

Full profile >

Electronic Instruments Group (EIG)

Oligopoly

67.1%

Electromechanical Group (EMG)

Competitive

32.9%

Booking Holdings Inc. segments

Full profile >

OTC online travel reservations (Booking.com, Priceline, Agoda)

Oligopoly

95.5%

Metasearch & restaurant reservations (KAYAK, OpenTable)

Competitive

4.5%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.