VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Amazon.com, Inc. vs Brown-Forman Corporation

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

Brown-Forman Corporation

BF.B · New York Stock Exchange

Market cap (USD)
SectorConsumer
CountryUS
Data as of2025-12-25
Moat score
72/ 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 Brown-Forman Corporation's moat claims, evidence, and risks.

View BF.B analysis

Comparison highlights

  • Moat score gap: Amazon.com, Inc. leads (87 / 100 vs 72 / 100 for Brown-Forman Corporation).
  • Segment focus: Amazon.com, Inc. has 4 segments (73.5% in Amazon Stores (Retail, Marketplace, Prime Subscriptions)); Brown-Forman Corporation has 5 segments (71.1% in Whiskey).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Amazon.com, Inc. has 10 moat types across 4 domains; Brown-Forman Corporation has 4 across 2.

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%

Brown-Forman Corporation

Whiskey

Market

Premium-and-above whiskey spirits (American whiskey and import whiskies)

Geography

Global

Customer

Consumer (off-premise and on-premise via distributors/retailers)

Role

Brand owner / distiller / marketer

Revenue share

71.1%

Side-by-side metrics

Amazon.com, Inc.
Brown-Forman Corporation
Ticker / Exchange
AMZN - NASDAQ
BF.B - New York Stock Exchange
Market cap (USD)
$2.5T
n/a
Sector
Consumer
Consumer
HQ country
US
US
Primary segment
Amazon Stores (Retail, Marketplace, Prime Subscriptions)
Whiskey
Market structure
Oligopoly
Oligopoly
Market share
39%-42% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
87 / 100
72 / 100
Moat domains
Supply, Demand, Network, Financial
Demand, Supply
Last update
2025-12-29
2025-12-25

Moat coverage

Shared moat types

Scope EconomiesDistribution Control

Amazon.com, Inc. strengths

Capex Knowhow ScaleLong Term ContractsTwo Sided NetworkPhysical Network DensitySuite BundlingHabit DefaultNegative Working CapitalData Network Effects

Brown-Forman Corporation strengths

Brand TrustCapacity Moat

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%

Brown-Forman Corporation segments

Full profile >

Whiskey

Oligopoly

71.1%

Ready-to-Drink (RTD/RTP)

Competitive

12.4%

Tequila

Oligopoly

6.6%

Rest of Portfolio (Other Branded Spirits)

Competitive

7.4%

Non-branded and Bulk

Competitive

2.6%

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.