VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

Amazon.com, Inc. vs Reddit, 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)$2.9T
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

Reddit, Inc.

RDDT · New York Stock Exchange

Market cap (USD)$29.7B
Gross margin (TTM)91.4%
Operating margin (TTM)25.1%
Net margin (TTM)28.6%
SectorCommunication Services
IndustryInternet Content & Information
CountryUS
Data as of2026-05-01
Moat score
67/ 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 Reddit, Inc.'s moat claims, evidence, and risks.

View RDDT analysis

Comparison highlights

  • Moat score gap: Amazon.com, Inc. leads (87 / 100 vs 67 / 100 for Reddit, Inc.).
  • Segment focus: Amazon.com, Inc. has 4 segments (68.9% in Amazon Stores (Retail, Marketplace, Prime Subscriptions)); Reddit, Inc. has 2 segments (93.6% in Advertising).
  • Moat breadth: Amazon.com, Inc. has 10 moat types across 4 domains; Reddit, Inc. has 5 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%

Reddit, Inc.

Advertising

Market

U.S. social media and community-platform digital advertising

Geography

United States-led, with global Reddit ad inventory and international expansion

Customer

Brands, agencies, performance advertisers, and small and midsize businesses

Role

Owned media platform, ad inventory publisher, contextual data owner, and self-serve/managed ad platform

Revenue share

93.6%

Side-by-side metrics

Amazon.com, Inc.
Reddit, Inc.
Ticker / Exchange
AMZN - NASDAQ
RDDT - New York Stock Exchange
Market cap (USD)
$2.9T
$29.7B
Gross margin (TTM)
50.6%
91.4%
Operating margin (TTM)
11.5%
25.1%
Net margin (TTM)
12.2%
28.6%
Sector
Consumer
Communication Services
Industry
Specialty Retail
Internet Content & Information
HQ country
US
US
Primary segment
Amazon Stores (Retail, Marketplace, Prime Subscriptions)
Advertising
Market structure
Oligopoly
Oligopoly
Market share
39%-41% (estimated)
1.2%-1.5% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
87 / 100
67 / 100
Moat domains
Supply, Demand, Network, Financial
Network, Demand, Legal
Last update
2026-05-26
2026-05-01

Moat coverage

Shared moat types

Long Term ContractsTwo Sided NetworkData Network Effects

Amazon.com, Inc. strengths

Capex Knowhow ScaleScope EconomiesPhysical Network DensitySuite BundlingHabit DefaultNegative Working CapitalDistribution Control

Reddit, Inc. strengths

Reputation ReviewsContent Rights Currency

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%

Reddit, Inc. segments

Full profile >

Advertising

Oligopoly

93.6%

Content Licensing and User Products

Competitive

6.4%

Want the full wide moat stocks list?

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

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Looking for expansion-stage stocks?

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

View expansion-stage stocks

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.