VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

Amazon.com, Inc. vs NVIDIA 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)$2.9T
Gross margin (TTM)50.6%
Operating margin (TTM)11.5%
Net margin (TTM)12.2%
SectorConsumer
IndustrySpecialty Retail
CountryUS
Data as of2026-05-26
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

NVIDIA Corporation

NVDA · Nasdaq Global Select Market

Market cap (USD)$5.2T
Gross margin (TTM)74.2%
Operating margin (TTM)64%
Net margin (TTM)63%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2026-05-26
Moat score
98/ 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 NVIDIA Corporation's moat claims, evidence, and risks.

View NVDA analysis

Comparison highlights

  • Moat score gap: NVIDIA Corporation leads (98 / 100 vs 87 / 100 for Amazon.com, Inc.).
  • Segment focus: Amazon.com, Inc. has 4 segments (68.9% in Amazon Stores (Retail, Marketplace, Prime Subscriptions)); NVIDIA Corporation has 2 segments (91.3% in Compute & Networking).
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Amazon.com, Inc. has 10 moat types across 4 domains; NVIDIA Corporation 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

68.9%

NVIDIA Corporation

Compute & Networking

Market

Global accelerated data center AI compute, networking and autonomous-vehicle AI platforms

Geography

Global, with Q1 FY2027 customer-headquarters revenue 78% United States, 15% Taiwan, 6% China including Hong Kong and 2% other

Customer

Cloud service providers, AI model makers, neoclouds, enterprises, public sector entities, OEMs, ODMs, system integrators and automotive OEMs

Role

Fabless GPU, CPU, DPU, networking, rack-scale systems, software and AI platform provider

Revenue share

91.3%

Side-by-side metrics

Amazon.com, Inc.
NVIDIA Corporation
Ticker / Exchange
AMZN - NASDAQ
NVDA - Nasdaq Global Select Market
Market cap (USD)
$2.9T
$5.2T
Gross margin (TTM)
50.6%
74.2%
Operating margin (TTM)
11.5%
64%
Net margin (TTM)
12.2%
63%
Sector
Consumer
Technology
Industry
Specialty Retail
Semiconductors
HQ country
US
US
Primary segment
Amazon Stores (Retail, Marketplace, Prime Subscriptions)
Compute & Networking
Market structure
Oligopoly
Quasi-Monopoly
Market share
39%-41% (estimated)
85.2% (reported)
HHI estimate
n/a
7,373
Pricing power
Moderate
Strong
Moat score
87 / 100
98 / 100
Moat domains
Supply, Demand, Network, Financial
Network, Supply, Demand
Last update
2026-05-26
2026-05-26

Moat coverage

Shared moat types

No overlap yet.

Amazon.com, Inc. strengths

Capex Knowhow ScaleScope EconomiesLong Term ContractsTwo Sided NetworkPhysical Network DensitySuite BundlingHabit DefaultNegative Working CapitalDistribution ControlData Network Effects

NVIDIA Corporation strengths

De Facto StandardKeystone ComponentEcosystem ComplementsDesign In QualificationCapacity MoatBrand Trust

Segment mix

Amazon.com, Inc. segments

Full profile >

Amazon Web Services (AWS)

Oligopoly

20.7%

Amazon Stores (Retail, Marketplace, Prime Subscriptions)

Oligopoly

68.9%

Advertising Services (Amazon Ads / Retail Media)

Oligopoly

9.5%

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

Competitive

0.9%

NVIDIA Corporation segments

Full profile >

Compute & Networking

Quasi-Monopoly

91.3%

Graphics

Quasi-Monopoly

8.7%

Want the full wide moat stocks list?

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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

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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.