★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

Amazon.com, Inc. vs The Trade Desk, 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
Moat score
95/ 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

The Trade Desk, Inc.

TTD · The Nasdaq Stock Market LLC

Market cap (USD)$6.2B
Gross margin (TTM)83%
Operating margin (TTM)19.6%
Net margin (TTM)13.6%
SectorCommunication Services
IndustryAdvertising Agencies
CountryUS
Data as of2026-08-23
Moat score
78/ 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 The Trade Desk, Inc.'s moat claims, evidence, and risks.

View TTD analysis

Comparison highlights

  • Moat score gap: Amazon.com, Inc. leads (95 / 100 vs 78 / 100 for The Trade Desk, Inc.).
  • Segment focus: Amazon.com, Inc. has 4 segments (68.2% in Amazon Stores (Retail, Marketplace and Prime)); The Trade Desk, Inc. has 1 segment (100% in Advertising Technology Platform (DSP)).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Amazon.com, Inc. has 6 moat types across 3 domains; The Trade Desk, Inc. has 2 across 2.

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%

The Trade Desk, Inc.

Advertising Technology Platform (DSP)

Market

Demand-side platforms (DSP) for programmatic advertising (open internet)

Geography

Global

Customer

Advertising agencies and advertisers

Role

Buy-side platform / demand aggregation

Revenue share

100%

Side-by-side metrics

Amazon.com, Inc.
The Trade Desk, Inc.
Ticker / Exchange
AMZN - NASDAQ
TTD - The Nasdaq Stock Market LLC
Market cap (USD)
$2.8T
$6.2B
Gross margin (TTM)
50.8%
83%
Operating margin (TTM)
12.1%
19.6%
Net margin (TTM)
17.4%
13.6%
Sector
Consumer
Communication Services
Industry
Specialty Retail
Advertising Agencies
HQ country
US
US
Primary segment
Amazon Stores (Retail, Marketplace and Prime)
Advertising Technology Platform (DSP)
Market structure
Oligopoly
Competitive
Market share
39%-40% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
95 / 100
78 / 100
Moat domains
Supply, Demand, Network
Network, Demand
Last update
2026-08-23
2026-08-23

Moat coverage

Shared moat types

No overlap yet.

Amazon.com, Inc. strengths

Capex Knowhow ScaleLong Term ContractsTwo Sided NetworkPhysical Network DensitySuite BundlingDistribution Control

The Trade Desk, Inc. strengths

Interoperability HubSwitching Costs General

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%

The Trade Desk, Inc. segments

Full profile >

Advertising Technology Platform (DSP)

Competitive

100%

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.