VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Julius Baer Gruppe AG vs Visa Inc.

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

Julius Baer Gruppe AG

BAER · SIX Swiss Exchange

Market cap (USD)$13.9B
SectorFinancials
CountryCH
Data as of2025-12-30
Moat score
59/ 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 Julius Baer Gruppe AG's moat claims, evidence, and risks.

View BAER analysis

Visa Inc.

V · New York Stock Exchange

Market cap (USD)$677.5B
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 Visa Inc.'s moat claims, evidence, and risks.

View V analysis

Comparison highlights

  • Moat score gap: Visa Inc. leads (77 / 100 vs 59 / 100 for Julius Baer Gruppe AG).
  • Segment focus: Julius Baer Gruppe AG has 1 segment (100% in Wealth Management (Private Banking)); Visa Inc. has 4 segments (35.9% in Data processing revenue).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs n/a.
  • Moat breadth: Julius Baer Gruppe AG has 5 moat types across 4 domains; Visa Inc. has 7 across 4.

Primary market context

Julius Baer Gruppe AG

Wealth Management (Private Banking)

Market

Private banking and wealth management services

Geography

Global (focus: Switzerland, Europe, Asia)

Customer

High-net-worth and ultra-high-net-worth individuals

Role

Wealth manager / private bank (advisory + discretionary mandates)

Revenue share

100%

Visa Inc.

Data processing revenue

Market

Payment transaction processing (authorization, clearing and settlement) for VisaNet and related network access

Geography

Global

Customer

Issuers, acquirers, payment processors

Role

Network processor / switch (authorization, clearing, settlement)

Revenue share

35.9%

Side-by-side metrics

Julius Baer Gruppe AG
Visa Inc.
Ticker / Exchange
BAER - SIX Swiss Exchange
V - New York Stock Exchange
Market cap (USD)
$13.9B
$677.5B
Sector
Financials
Financials
HQ country
CH
US
Primary segment
Wealth Management (Private Banking)
Data processing revenue
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
n/a
Moat score
59 / 100
77 / 100
Moat domains
Demand, Supply, Legal, Financial
Network, Demand, Supply, Legal
Last update
2025-12-30
2025-12-21

Moat coverage

Shared moat types

Brand TrustCompliance Advantage

Julius Baer Gruppe AG strengths

Service Field NetworkSwitching Costs GeneralCost Of Capital Advantage

Visa Inc. strengths

Two Sided NetworkClearing SettlementCapex Knowhow ScaleSuite BundlingData Workflow Lockin

Segment mix

Julius Baer Gruppe AG segments

Full profile >

Wealth Management (Private Banking)

Competitive

100%

Visa Inc. segments

Full profile >

Service revenue

Oligopoly

31.5%

Data processing revenue

Oligopoly

35.9%

International transaction revenue

Oligopoly

25.4%

Other revenue

Competitive

7.3%

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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.