VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Amazon.com, Inc. vs Teradyne, 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)$2.5T
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

Teradyne, Inc.

TER · Nasdaq Stock Market

Market cap (USD)$31B
SectorTechnology
CountryUS
Data as of2025-12-23
Moat score
79/ 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 Teradyne, Inc.'s moat claims, evidence, and risks.

View TER analysis

Comparison highlights

  • Moat score gap: Amazon.com, Inc. leads (87 / 100 vs 79 / 100 for Teradyne, Inc.).
  • Segment focus: Amazon.com, Inc. has 4 segments (73.5% in Amazon Stores (Retail, Marketplace, Prime Subscriptions)); Teradyne, Inc. has 3 segments (77.9% in Semiconductor Test).
  • Primary market structure: Oligopoly vs Duopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Amazon.com, Inc. has 10 moat types across 4 domains; Teradyne, Inc. 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

73.5%

Teradyne, Inc.

Semiconductor Test

Market

Semiconductor automated test equipment (ATE) and system-level test (SLT)

Geography

Global

Customer

IDMs, foundries, fabless, OSATs

Role

Capital equipment supplier

Revenue share

77.9%

Side-by-side metrics

Amazon.com, Inc.
Teradyne, Inc.
Ticker / Exchange
AMZN - NASDAQ
TER - Nasdaq Stock Market
Market cap (USD)
$2.5T
$31B
Sector
Consumer
Technology
HQ country
US
US
Primary segment
Amazon Stores (Retail, Marketplace, Prime Subscriptions)
Semiconductor Test
Market structure
Oligopoly
Duopoly
Market share
39%-42% (estimated)
27%-30% (implied)
HHI estimate
n/a
3,565
Pricing power
Moderate
Moderate
Moat score
87 / 100
79 / 100
Moat domains
Supply, Demand, Network, Financial
Demand, Supply, Network
Last update
2025-12-29
2025-12-23

Moat coverage

Shared moat types

Capex Knowhow Scale

Amazon.com, Inc. strengths

Scope EconomiesLong Term ContractsTwo Sided NetworkPhysical Network DensitySuite BundlingHabit DefaultNegative Working CapitalDistribution ControlData Network Effects

Teradyne, Inc. strengths

Format Lock InDesign In QualificationSwitching Costs GeneralEcosystem ComplementsBrand Trust

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%

Teradyne, Inc. segments

Full profile >

Semiconductor Test

Duopoly

77.9%

Product Test

Competitive

11.7%

Robotics

Competitive

10.4%

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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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.