VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

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Stock Comparison

Broadcom Inc. vs Brookfield Corporation

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

Broadcom Inc.

AVGO · NASDAQ Global Select Market

Market cap (USD)$1.6T

Gross margin (TTM)67.8%

Operating margin (TTM)39.9%

Net margin (TTM)36.2%

SectorTechnology

IndustrySemiconductors

CountryUS

Data as of2025-12-30

Moat score

66/ 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 Broadcom Inc.'s moat claims, evidence, and risks.

View AVGO analysis

Brookfield Corporation

BN · New York Stock Exchange

Market cap (USD)$109.6B

Gross margin (TTM)34.5%

Operating margin (TTM)24.1%

Net margin (TTM)1.3%

SectorFinancials

IndustryAsset Management

CountryCA

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 Brookfield Corporation's moat claims, evidence, and risks.

View BN analysis

Comparison highlights

Moat score gap: Broadcom Inc. leads (66 / 100 vs 65 / 100 for Brookfield Corporation).
Segment focus: Broadcom Inc. has 2 segments (57.7% in Semiconductor Solutions); Brookfield Corporation has 6 segments.
Moat breadth: Broadcom Inc. has 8 moat types across 4 domains; Brookfield Corporation has 10 across 5.

Primary market context

Broadcom Inc.

Semiconductor Solutions

Market

Fabless semiconductor solutions (data center and AI networking/custom silicon, connectivity, broadband, storage, industrial) plus semiconductor IP licensing

Geography

Global

Customer

Hyperscalers, OEMs, and contract manufacturers; sold via direct sales and distributors

Role

Fabless chip designer and IP licensor; outsources most wafer manufacturing and assembly/test

Revenue share

57.7%

Brookfield Corporation

Asset Management

Market

Alternative asset management (private markets: infrastructure, renewables, private equity, real estate, credit)

Geography

Global

Customer

Institutional investors and private wealth channels

Role

General partner (GP) / asset manager

Side-by-side metrics

Broadcom Inc.

Brookfield Corporation

Ticker / Exchange

AVGO - NASDAQ Global Select Market

BN - New York Stock Exchange

Market cap (USD)

$1.6T

$109.6B

Gross margin (TTM)

67.8%

34.5%

Operating margin (TTM)

39.9%

24.1%

Net margin (TTM)

36.2%

1.3%

Sector

Technology

Financials

Industry

Semiconductors

Asset Management

HQ country

Primary segment

Semiconductor Solutions

Asset Management

Market structure

Oligopoly

Market share

n/a

HHI estimate

n/a

Pricing power

Moderate

Moat score

66 / 100

65 / 100

Moat domains

Demand, Supply, Legal, Network

Demand, Network, Financial, Supply, Legal

Last update

2025-12-30

2026-01-05

Moat coverage

Shared moat types

Long Term ContractsEcosystem Complements

Broadcom Inc. strengths

Design In QualificationKeystone ComponentSupply Chain ControlIP Choke PointSwitching Costs GeneralSuite Bundling

Brookfield Corporation strengths

Brand TrustFloat PrepaymentCost Of Capital AdvantageCapex Knowhow ScalePermits Rights Of WayPhysical Network DensityOperational ExcellenceGeographic Natural

Segment mix

Broadcom Inc. segments

Full profile >

Semiconductor Solutions

Oligopoly

57.7%

Infrastructure Software

Oligopoly

42.3%

Brookfield Corporation segments

Full profile >

Asset Management

Oligopoly

n/a

Wealth Solutions (Insurance)

Competitive

n/a

Renewable Power and Transition

Competitive

n/a

Infrastructure

Oligopoly

n/a

Private Equity (Operating Businesses)

Competitive

n/a

Real Estate

Competitive

n/a

Want the full wide moat stocks list?

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

View the moat stocks list

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.