VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Broadcom Inc. vs S&P Global Inc.

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)
SectorTechnology
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

S&P Global Inc.

SPGI · New York Stock Exchange

Market cap (USD)
SectorFinancials
CountryUS
Data as of2025-12-21
Moat score
77/ 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 S&P Global Inc.'s moat claims, evidence, and risks.

View SPGI analysis

Comparison highlights

  • Moat score gap: S&P Global Inc. leads (77 / 100 vs 66 / 100 for Broadcom Inc.).
  • Segment focus: Broadcom Inc. has 2 segments (57.7% in Semiconductor Solutions); S&P Global Inc. has 5 segments (32.6% in S&P Global Market Intelligence).
  • Moat breadth: Broadcom Inc. has 8 moat types across 4 domains; S&P Global Inc. has 9 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%

S&P Global Inc.

S&P Global Market Intelligence

Market

Financial market data, analytics, and workflow tools for institutions

Geography

Global

Customer

B2B (institutional investors, banks, insurers, corporates)

Role

Data/analytics and workflow software provider

Revenue share

32.6%

Side-by-side metrics

Broadcom Inc.
S&P Global Inc.
Ticker / Exchange
AVGO - NASDAQ Global Select Market
SPGI - New York Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Technology
Financials
HQ country
US
US
Primary segment
Semiconductor Solutions
S&P Global Market Intelligence
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
66 / 100
77 / 100
Moat domains
Demand, Supply, Legal, Network
Demand, Supply, Legal, Network, Financial
Last update
2025-12-30
2025-12-21

Moat coverage

Shared moat types

Switching Costs GeneralEcosystem Complements

Broadcom Inc. strengths

Design In QualificationKeystone ComponentSupply Chain ControlIP Choke PointSuite BundlingLong Term Contracts

S&P Global Inc. strengths

Data Workflow LockinScope EconomiesRegulated Standards PipeBrand TrustDe Facto StandardCompliance AdvantageBenchmark Pricing Power

Segment mix

Broadcom Inc. segments

Full profile >

Semiconductor Solutions

Oligopoly

57.7%

Infrastructure Software

Oligopoly

42.3%

S&P Global Inc. segments

Full profile >

S&P Global Market Intelligence

Oligopoly

32.6%

S&P Global Ratings

Oligopoly

29.6%

S&P Global Commodity Insights

Oligopoly

15.1%

S&P Global Mobility

Competitive

11.3%

S&P Dow Jones Indices

Oligopoly

11.4%

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.