VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Brookfield Asset Management Ltd. vs The Trade Desk, Inc.

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

Brookfield Asset Management Ltd.

BAM · New York Stock Exchange

Market cap (USD)$88.3B
Gross margin (TTM)68.4%
Operating margin (TTM)66.6%
Net margin (TTM)58.3%
SectorFinancials
IndustryAsset Management
CountryCA
Data as of2026-01-05
Moat score
75/ 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 Asset Management Ltd.'s moat claims, evidence, and risks.

View BAM analysis

The Trade Desk, Inc.

TTD · NASDAQ

Market cap (USD)$19.7B
Gross margin (TTM)78.8%
Operating margin (TTM)18.9%
Net margin (TTM)15.7%
SectorCommunication Services
IndustrySoftware - Application
CountryUS
Data as of2025-12-26
Moat score
62/ 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 The Trade Desk, Inc.'s moat claims, evidence, and risks.

View TTD analysis

Comparison highlights

  • Moat score gap: Brookfield Asset Management Ltd. leads (75 / 100 vs 62 / 100 for The Trade Desk, Inc.).
  • Segment focus: Brookfield Asset Management Ltd. has 5 segments (30.3% in Credit); The Trade Desk, Inc. has 1 segment (100% in Advertising Technology Platform (DSP)).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Brookfield Asset Management Ltd. has 4 moat types across 2 domains; The Trade Desk, Inc. has 4 across 2.

Primary market context

Brookfield Asset Management Ltd.

Credit

Market

Private credit, opportunistic credit, and multi-strategy credit asset management

Geography

Global

Customer

Institutional investors, insurance accounts, and private wealth investors

Role

Alternative credit manager / asset manager

Revenue share

30.3%

The Trade Desk, Inc.

Advertising Technology Platform (DSP)

Market

Demand-side platforms (DSP) for programmatic advertising (open internet)

Geography

Global

Customer

Advertising agencies and advertisers

Role

Buy-side platform / demand aggregation

Revenue share

100%

Side-by-side metrics

Brookfield Asset Management Ltd.
The Trade Desk, Inc.
Ticker / Exchange
BAM - New York Stock Exchange
TTD - NASDAQ
Market cap (USD)
$88.3B
$19.7B
Gross margin (TTM)
68.4%
78.8%
Operating margin (TTM)
66.6%
18.9%
Net margin (TTM)
58.3%
15.7%
Sector
Financials
Communication Services
Industry
Asset Management
Software - Application
HQ country
CA
US
Primary segment
Credit
Advertising Technology Platform (DSP)
Market structure
Oligopoly
Competitive
Market share
n/a
6%-10% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
75 / 100
62 / 100
Moat domains
Demand, Supply
Network, Demand
Last update
2026-01-05
2025-12-26

Moat coverage

Shared moat types

No overlap yet.

Brookfield Asset Management Ltd. strengths

Long Term ContractsOperational ExcellenceBrand TrustReputation Reviews

The Trade Desk, Inc. strengths

Interoperability HubSwitching Costs GeneralData Network EffectsStandards Registry

Segment mix

Brookfield Asset Management Ltd. segments

Full profile >

Renewable Power and Transition

Oligopoly

13.6%

Infrastructure

Oligopoly

25.5%

Real Estate

Oligopoly

20.6%

Private Equity

Oligopoly

10%

Credit

Oligopoly

30.3%

The Trade Desk, Inc. segments

Full profile >

Advertising Technology Platform (DSP)

Competitive

100%

Want the full wide moat stocks list?

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Proven models entering the expansion stage with unit economics that work.

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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.