VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Aon plc vs The Walt Disney Company

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Aon plc

AON · New York Stock Exchange

Market cap (USD)$76.6B
SectorFinancials
CountryIE
Data as of2025-12-31
Moat score
70/ 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 Aon plc's moat claims, evidence, and risks.

View AON analysis

The Walt Disney Company

DIS · New York Stock Exchange

Market cap (USD)
SectorCommunication Services
CountryUS
Data as of2025-12-27
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 Walt Disney Company's moat claims, evidence, and risks.

View DIS analysis

Comparison highlights

  • Moat score gap: The Walt Disney Company leads (78 / 100 vs 70 / 100 for Aon plc).
  • Segment focus: Aon plc has 2 segments (67% in Risk Capital); The Walt Disney Company has 3 segments (44.1% in Entertainment (Streaming, Linear Networks, Studio & Licensing)).
  • Moat breadth: Aon plc has 6 moat types across 3 domains; The Walt Disney Company has 6 across 4.

Primary market context

Aon plc

Risk Capital

Market

Large-account commercial insurance & reinsurance brokerage and risk advisory

Geography

Global

Customer

Enterprises, insurers, reinsurers

Role

Intermediary/advisor

Revenue share

67%

The Walt Disney Company

Entertainment (Streaming, Linear Networks, Studio & Licensing)

Market

Global video entertainment content and distribution (streaming, TV networks, film/TV studios)

Geography

Global

Customer

Consumers, advertisers, distributors (MVPDs/vMVPDs)

Role

Content owner/producer and distributor

Revenue share

44.1%

Side-by-side metrics

Aon plc
The Walt Disney Company
Ticker / Exchange
AON - New York Stock Exchange
DIS - New York Stock Exchange
Market cap (USD)
$76.6B
n/a
Sector
Financials
Communication Services
HQ country
IE
US
Primary segment
Risk Capital
Entertainment (Streaming, Linear Networks, Studio & Licensing)
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
70 / 100
78 / 100
Moat domains
Demand, Supply, Legal
Legal, Demand, Supply, Network
Last update
2025-12-31
2025-12-27

Moat coverage

Shared moat types

Brand Trust

Aon plc strengths

Data Workflow LockinSwitching Costs GeneralService Field NetworkCompliance AdvantageScale Economies Unit Cost

The Walt Disney Company strengths

Content Rights CurrencySuite BundlingProcurement InertiaCapex Knowhow ScaleEcosystem Complements

Segment mix

Aon plc segments

Full profile >

Risk Capital

Oligopoly

67%

Human Capital

Oligopoly

33.2%

The Walt Disney Company segments

Full profile >

Entertainment (Streaming, Linear Networks, Studio & Licensing)

Oligopoly

44.1%

Sports (ESPN and sports content)

Oligopoly

18.4%

Experiences (Theme parks, resorts, cruises, consumer products)

Oligopoly

37.5%

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.