WIDE MOAT STOCKS COMPARISON

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Stock Comparison

Amazon.com, Inc. vs Alphabet 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)$2.8T
Gross margin (TTM)50.8%
Operating margin (TTM)12.1%
Net margin (TTM)17.4%
SectorConsumer
IndustrySpecialty retail
CountryUS
Data as of2026-08-23
89/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into Amazon.com, Inc.'s moat claims, evidence, and risks.

View AMZN analysis

Alphabet Inc.

GOOGL · The Nasdaq Stock Market

Market cap (USD)$4.2T
Gross margin (TTM)60.9%
Operating margin (TTM)33.1%
Net margin (TTM)54.8%
SectorCommunication Services
IndustryInternet platforms
CountryUS
Data as of2026-08-23
82/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into Alphabet Inc.'s moat claims, evidence, and risks.

View GOOGL analysis

Comparison highlights

  • Moat score gap: Amazon.com, Inc. leads (89 / 100 vs 82 / 100 for Alphabet Inc.).
  • Segment focus: Amazon.com, Inc. has 4 segments (68.2% in Amazon Stores (Retail, Marketplace and Prime)); Alphabet Inc. has 6 segments (55.7% in Google Search & other (Advertising)).
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Amazon.com, Inc. has 6 moat types across 3 domains; Alphabet Inc. has 5 across 3.

Primary market context

Amazon.com, Inc.

Amazon Stores (Retail, Marketplace and Prime)

Market

Online and physical retail, third-party marketplace, fulfillment and membership commerce

Geography

Global

Customer

Consumers and third-party merchants

Role

Marketplace operator, retailer, membership provider and fulfillment network

Revenue share

68.2%

Alphabet Inc.

Google Search & other (Advertising)

Market

Search advertising (intent-based digital ads)

Geography

Global

Customer

Advertisers (SMB to enterprise)

Role

Ad platform / publisher

Revenue share

55.7%

Side-by-side metrics

Amazon.com, Inc.
Alphabet Inc.
Ticker / Exchange
AMZN - NASDAQ
GOOGL - The Nasdaq Stock Market
Market cap (USD)
$2.8T
$4.2T
Gross margin (TTM)
50.8%
60.9%
Operating margin (TTM)
12.1%
33.1%
Net margin (TTM)
17.4%
54.8%
Sector
Consumer
Communication Services
Industry
Specialty retail
Internet platforms
HQ country
US
US
Primary segment
Amazon Stores (Retail, Marketplace and Prime)
Google Search & other (Advertising)
Market structure
Oligopoly
Quasi-Monopoly
Market share
n/a
89.9% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
89 / 100
82 / 100
Moat domains
Supply, Demand, Network
Network, Demand, Supply
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

Capex Knowhow ScaleTwo Sided Network

Amazon.com, Inc. strengths

Long Term ContractsPhysical Network DensitySuite BundlingDistribution Control

Alphabet Inc. strengths

Data Network EffectsHabit DefaultDefault OS Gateway

Segment mix

Amazon.com, Inc. segments

Full profile >

Amazon Web Services (AWS)

Oligopoly

21.1%

Amazon Stores (Retail, Marketplace and Prime)

Oligopoly

68.2%

Advertising Services (Amazon Ads and Retail Media)

Oligopoly

9.9%

Other Services and Adjacencies

Competitive

0.9%

Alphabet Inc. segments

Full profile >

Google Search & other (Advertising)

Quasi-Monopoly

55.7%

YouTube (Advertising)

Oligopoly

10%

Google Network (Advertising)

Competitive

7.4%

Google Subscriptions, Platforms & Devices

Quasi-Monopoly

11.9%

Google Cloud

Oligopoly

14.6%

Other Bets

Competitive

0.4%

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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.