VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

Bilibili Inc. vs CAR Group Limited

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

Bilibili Inc.

BILI · Nasdaq Global Select Market

Market cap (USD)$7.4B
Gross margin (TTM)36.8%
Operating margin (TTM)4.1%
Net margin (TTM)4.6%
SectorCommunication Services
IndustryElectronic Gaming & Multimedia
CountryKY
Data as of2026-05-01
Moat score
60/ 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 Bilibili Inc.'s moat claims, evidence, and risks.

View BILI analysis

CAR Group Limited

CAR · ASX

Market cap (USD)$6.7B
Gross margin (TTM)74.5%
Operating margin (TTM)41.4%
Net margin (TTM)23.2%
SectorCommunication Services
IndustryInternet Content & Information
CountryAU
Data as of
Moat score
69/ 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 CAR Group Limited's moat claims, evidence, and risks.

View CAR analysis

Comparison highlights

  • Moat score gap: CAR Group Limited leads (69 / 100 vs 60 / 100 for Bilibili Inc.).
  • Segment focus: Bilibili Inc. has 4 segments (39.3% in Value-Added Services); CAR Group Limited has 5 segments (41% in Australia).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Bilibili Inc. has 7 moat types across 4 domains; CAR Group Limited has 6 across 3.

Primary market context

Bilibili Inc.

Value-Added Services

Market

China online video community VAS, live broadcasting, premium memberships, fan charging and premium content services

Geography

China

Customer

Video users, premium members, live-streaming users, fan communities, hosts and content creators

Role

Video community operator, creator monetization platform, premium-content distributor and live-broadcasting virtual-item platform

Revenue share

39.3%

CAR Group Limited

Australia

Market

Online vehicle marketplace, dealer advertising & automotive data/services

Geography

Australia

Customer

Dealers, OEM advertisers, private sellers & buyers

Role

Two-sided marketplace + advertising + data/SaaS tools

Revenue share

41%

Side-by-side metrics

Bilibili Inc.
CAR Group Limited
Ticker / Exchange
BILI - Nasdaq Global Select Market
CAR - ASX
Market cap (USD)
$7.4B
$6.7B
Gross margin (TTM)
36.8%
74.5%
Operating margin (TTM)
4.1%
41.4%
Net margin (TTM)
4.6%
23.2%
Sector
Communication Services
Communication Services
Industry
Electronic Gaming & Multimedia
Internet Content & Information
HQ country
KY
AU
Primary segment
Value-Added Services
Australia
Market structure
Competitive
Oligopoly
Market share
33%-34% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
60 / 100
69 / 100
Moat domains
Network, Demand, Supply, Legal
Network, Demand, Supply
Last update
2026-05-01
2026-05-31

Moat coverage

Shared moat types

Two Sided NetworkEcosystem ComplementsBrand Trust

Bilibili Inc. strengths

Habit DefaultData Network EffectsDistribution ControlContent Rights Currency

CAR Group Limited strengths

Switching Costs GeneralOperational Excellenceminority-investment-optionality

Segment mix

Bilibili Inc. segments

Full profile >

Value-Added Services

Competitive

39.3%

Advertising

Competitive

33.1%

Mobile Games

Oligopoly

21.1%

IP Derivatives and Others

Competitive

6.5%

CAR Group Limited segments

Full profile >

Australia

Oligopoly

41%

North America

Oligopoly

26%

Latin America

Oligopoly

17.3%

Asia

Oligopoly

11.5%

Investments

Competitive

4.2%

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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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.