VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Amazon.com, Inc. vs AutoZone, Inc.

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

Amazon.com, Inc.

AMZN · NASDAQ

Market cap (USD)$2.5T
SectorConsumer
CountryUS
Data as of2025-12-29
Moat score
87/ 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 Amazon.com, Inc.'s moat claims, evidence, and risks.

View AMZN analysis

AutoZone, Inc.

AZO · New York Stock Exchange

Market cap (USD)$56.3B
SectorConsumer
CountryUS
Data as of2025-12-31
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 AutoZone, Inc.'s moat claims, evidence, and risks.

View AZO analysis

Comparison highlights

  • Moat score gap: Amazon.com, Inc. leads (87 / 100 vs 59 / 100 for AutoZone, Inc.).
  • Segment focus: Amazon.com, Inc. has 4 segments (73.5% in Amazon Stores (Retail, Marketplace, Prime Subscriptions)); AutoZone, Inc. has 2 segments (88% in U.S. Auto Parts Retail & Commercial Distribution).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Amazon.com, Inc. has 10 moat types across 4 domains; AutoZone, Inc. has 6 across 3.

Primary market context

Amazon.com, Inc.

Amazon Stores (Retail, Marketplace, Prime Subscriptions)

Market

US retail ecommerce marketplace and online retail (integrated fulfillment + membership shipping)

Geography

United States

Customer

Consumers and third-party merchants

Role

Marketplace operator, retailer, and fulfillment provider

Revenue share

73.5%

AutoZone, Inc.

U.S. Auto Parts Retail & Commercial Distribution

Market

U.S. automotive aftermarket replacement parts & accessories retail and commercial distribution

Geography

United States

Customer

DIY consumers; professional repair shops (DIFM)

Role

Retailer and distributor

Revenue share

88%

Side-by-side metrics

Amazon.com, Inc.
AutoZone, Inc.
Ticker / Exchange
AMZN - NASDAQ
AZO - New York Stock Exchange
Market cap (USD)
$2.5T
$56.3B
Sector
Consumer
Consumer
HQ country
US
US
Primary segment
Amazon Stores (Retail, Marketplace, Prime Subscriptions)
U.S. Auto Parts Retail & Commercial Distribution
Market structure
Oligopoly
Competitive
Market share
39%-42% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
87 / 100
59 / 100
Moat domains
Supply, Demand, Network, Financial
Supply, Demand, Financial
Last update
2025-12-29
2025-12-31

Moat coverage

Shared moat types

Physical Network DensityNegative Working CapitalDistribution Control

Amazon.com, Inc. strengths

Capex Knowhow ScaleScope EconomiesLong Term ContractsTwo Sided NetworkSuite BundlingHabit DefaultData Network Effects

AutoZone, Inc. strengths

Service Field NetworkOperational ExcellenceBrand Trust

Segment mix

Amazon.com, Inc. segments

Full profile >

Amazon Web Services (AWS)

Oligopoly

16.9%

Amazon Stores (Retail, Marketplace, Prime Subscriptions)

Oligopoly

73.5%

Advertising Services (Amazon Ads / Retail Media)

Oligopoly

8.8%

Other (healthcare, content licensing/distribution, shipping services, co-branded credit card agreements, etc.)

Competitive

0.9%

AutoZone, Inc. segments

Full profile >

U.S. Auto Parts Retail & Commercial Distribution

Competitive

88%

International Auto Parts Retail & Commercial Distribution (Mexico & Brazil)

Competitive

12%

Want the full wide moat stocks list?

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

View the moat stocks list

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.