★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

Amazon.com, Inc. vs PDD Holdings 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)$2.6T
Gross margin (TTM)50.6%
Operating margin (TTM)11.5%
Net margin (TTM)12.2%
SectorConsumer
IndustrySpecialty Retail
CountryUS
Data as of2026-07-12
Moat score
99/ 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

PDD Holdings Inc.

PDD · NASDAQ

Market cap (USD)$123.8B
Gross margin (TTM)56%
Operating margin (TTM)22.2%
Net margin (TTM)21.6%
SectorConsumer
IndustrySpecialty Retail
CountryKY
Data as of2026-07-12
Moat score
72/ 100

Partial score covering 50% of segment weight.

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

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

View PDD analysis

Comparison highlights

  • Segment focus: Amazon.com, Inc. has 4 segments (68.9% in Amazon Stores (Retail, Marketplace, Prime Subscriptions)); PDD Holdings Inc. has 2 segments.
  • Moat breadth: Amazon.com, Inc. has 10 moat types across 4 domains; PDD Holdings Inc. has 2 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

68.9%

PDD Holdings Inc.

Pinduoduo China marketplace

Market

China online retail marketplace (value-for-money focus)

Geography

China

Customer

Consumers & third-party merchants

Role

Online marketplace platform

Side-by-side metrics

Amazon.com, Inc.
PDD Holdings Inc.
Ticker / Exchange
AMZN - NASDAQ
PDD - NASDAQ
Market cap (USD)
$2.6T
$123.8B
Gross margin (TTM)
50.6%
56%
Operating margin (TTM)
11.5%
22.2%
Net margin (TTM)
12.2%
21.6%
Sector
Consumer
Consumer
Industry
Specialty Retail
Specialty Retail
HQ country
US
KY
Primary segment
Amazon Stores (Retail, Marketplace, Prime Subscriptions)
Pinduoduo China marketplace
Market structure
Oligopoly
Oligopoly
Market share
39%-41% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
99 / 100
72 / 100 (partial, 50% coverage)
Moat domains
Supply, Demand, Network, Financial
Network, Financial
Last update
2026-07-12
2026-07-12

Moat coverage

Shared moat types

Two Sided Network

Amazon.com, Inc. strengths

Capex Knowhow ScaleScope EconomiesLong Term ContractsPhysical Network DensitySuite BundlingHabit DefaultNegative Working CapitalDistribution ControlData Network Effects

PDD Holdings Inc. strengths

Float Prepayment

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%

PDD Holdings Inc. segments

Full profile >

Pinduoduo China marketplace

Oligopoly

n/a

Temu international marketplace

Competitive

n/a

Act on this comparison

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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.