VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

ASSA ABLOY AB vs Netflix, Inc.

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

ASSA ABLOY AB

ASSA-B · Nasdaq Stockholm

Market cap (USD)$392.9B
Gross margin (TTM)42.3%
Operating margin (TTM)15.2%
Net margin (TTM)9.6%
SectorIndustrials
IndustrySecurity & Protection Services
CountrySE
Data as of2026-01-02
Moat score
76/ 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 ASSA ABLOY AB's moat claims, evidence, and risks.

View ASSA-B analysis

Netflix, Inc.

NFLX · NASDAQ

Market cap (USD)$387.5B
Gross margin (TTM)48.1%
Operating margin (TTM)29.1%
Net margin (TTM)24.1%
SectorCommunication Services
IndustryEntertainment
CountryUS
Data as of2026-01-05
Moat score
65/ 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 Netflix, Inc.'s moat claims, evidence, and risks.

View NFLX analysis

Comparison highlights

  • Moat score gap: ASSA ABLOY AB leads (76 / 100 vs 65 / 100 for Netflix, Inc.).
  • Segment focus: ASSA ABLOY AB has 5 segments (32.9% in Entrance Systems); Netflix, Inc. has 1 segment (100% in Streaming entertainment platform).
  • Moat breadth: ASSA ABLOY AB has 4 moat types across 2 domains; Netflix, Inc. has 5 across 4.

Primary market context

ASSA ABLOY AB

Entrance Systems

Market

Entrance automation and industrial door solutions (pedestrian automatic doors, industrial doors, loading dock equipment, service/maintenance)

Geography

Global

Customer

Commercial/industrial facilities via distributors, installers and service channels

Role

OEM + service/maintenance provider

Revenue share

32.9%

Netflix, Inc.

Streaming entertainment platform

Market

Paid streaming video entertainment (SVOD/AVOD)

Geography

Global

Customer

Consumers (B2C); advertisers via ad-supported inventory

Role

Streaming platform operator; content producer/licensor

Revenue share

100%

Side-by-side metrics

ASSA ABLOY AB
Netflix, Inc.
Ticker / Exchange
ASSA-B - Nasdaq Stockholm
NFLX - NASDAQ
Market cap (USD)
$392.9B
$387.5B
Gross margin (TTM)
42.3%
48.1%
Operating margin (TTM)
15.2%
29.1%
Net margin (TTM)
9.6%
24.1%
Sector
Industrials
Communication Services
Industry
Security & Protection Services
Entertainment
HQ country
SE
US
Primary segment
Entrance Systems
Streaming entertainment platform
Market structure
Oligopoly
Oligopoly
Market share
n/a
8.2%-8.4% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
76 / 100
65 / 100
Moat domains
Demand, Supply
Network, Supply, Legal, Financial
Last update
2026-01-02
2026-01-05

Moat coverage

Shared moat types

No overlap yet.

ASSA ABLOY AB strengths

Installed Base ConsumablesService Field NetworkBrand TrustSwitching Costs General

Netflix, Inc. strengths

Data Network EffectsScale Economies Unit CostContent Rights CurrencyPhysical Network DensityFloat Prepayment

Segment mix

ASSA ABLOY AB segments

Full profile >

Opening Solutions EMEIA

Oligopoly

16.3%

Opening Solutions Americas

Oligopoly

29.4%

Opening Solutions Asia Pacific

Competitive

5.5%

Global Technologies

Oligopoly

16%

Entrance Systems

Oligopoly

32.9%

Netflix, Inc. segments

Full profile >

Streaming entertainment platform

Oligopoly

100%

Want the full wide moat stocks list?

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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.