VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Wednesday, December 31, 2025
Stock Comparison
Broadcom Inc. vs Alphabet Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Broadcom Inc.
AVGO · NASDAQ Global Select Market
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 analysisAlphabet Inc.
GOOGL · The Nasdaq Stock Market
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Alphabet Inc.'s moat claims, evidence, and risks.
View GOOGL analysisComparison highlights
- Moat score gap: Alphabet Inc. leads (86 / 100 vs 66 / 100 for Broadcom Inc.).
- Segment focus: Broadcom Inc. has 2 segments (57.7% in Semiconductor Solutions); Alphabet Inc. has 6 segments (56.6% in Google Search & other (Advertising)).
- Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Moderate vs Strong.
- Moat breadth: Broadcom Inc. has 8 moat types across 4 domains; Alphabet Inc. has 10 across 4.
Primary market context
Broadcom Inc.
Semiconductor Solutions
Fabless semiconductor solutions (data center and AI networking/custom silicon, connectivity, broadband, storage, industrial) plus semiconductor IP licensing
Global
Hyperscalers, OEMs, and contract manufacturers; sold via direct sales and distributors
Fabless chip designer and IP licensor; outsources most wafer manufacturing and assembly/test
57.7%
Alphabet Inc.
Google Search & other (Advertising)
Search advertising (intent-based digital ads)
Global
Advertisers (SMB to enterprise)
Ad platform / publisher
56.6%
Side-by-side metrics
Moat coverage
Shared moat types
Broadcom Inc. strengths
Alphabet Inc. strengths
Segment mix
Broadcom Inc. segments
Full profile >Semiconductor Solutions
Oligopoly
Infrastructure Software
Oligopoly
Alphabet Inc. segments
Full profile >Google Search & other (Advertising)
Quasi-Monopoly
YouTube (Advertising)
Oligopoly
Google Network (Advertising)
Competitive
Google Subscriptions, Platforms & Devices
Quasi-Monopoly
Google Cloud
Oligopoly
Other Bets
Competitive
Want the full wide moat stocks list?
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View the moat stocks listCuration & 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.