VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, January 5, 2026

Stock Comparison

Booking Holdings Inc. vs Emerson Electric Co.

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

Booking Holdings Inc.

BKNG · NASDAQ Global Select Market

Market cap (USD)$170.2B
Gross margin (TTM)100%
Operating margin (TTM)32.7%
Net margin (TTM)19.4%
SectorConsumer
IndustryTravel Services
CountryUS
Data as of2025-12-25
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 Booking Holdings Inc.'s moat claims, evidence, and risks.

View BKNG analysis

Emerson Electric Co.

EMR · New York Stock Exchange

Market cap (USD)$76.4B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
Industry
CountryUS
Data as of2026-01-02
Moat score
70/ 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 Emerson Electric Co.'s moat claims, evidence, and risks.

View EMR analysis

Comparison highlights

  • Moat score gap: Booking Holdings Inc. leads (77 / 100 vs 70 / 100 for Emerson Electric Co.).
  • Segment focus: Booking Holdings Inc. has 2 segments (95.5% in OTC online travel reservations (Booking.com, Priceline, Agoda)); Emerson Electric Co. has 6 segments (24.2% in Final Control).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Booking Holdings Inc. has 5 moat types across 4 domains; Emerson Electric Co. has 10 across 4.

Primary market context

Booking Holdings Inc.

OTC online travel reservations (Booking.com, Priceline, Agoda)

Market

Online travel agency (OTA) reservation platforms

Geography

Global

Customer

Two-sided: travelers (B2C) and travel service providers (B2B)

Role

Intermediary / marketplace

Revenue share

95.5%

Emerson Electric Co.

Final Control

Market

Industrial control valves, isolation/shutoff valves, pressure relief & safety valves, actuators and regulators

Geography

Global

Customer

Process & hybrid manufacturers

Role

Automation components supplier

Revenue share

24.2%

Side-by-side metrics

Booking Holdings Inc.
Emerson Electric Co.
Ticker / Exchange
BKNG - NASDAQ Global Select Market
EMR - New York Stock Exchange
Market cap (USD)
$170.2B
$76.4B
Gross margin (TTM)
100%
n/a
Operating margin (TTM)
32.7%
n/a
Net margin (TTM)
19.4%
n/a
Sector
Consumer
Industrials
Industry
Travel Services
n/a
HQ country
US
US
Primary segment
OTC online travel reservations (Booking.com, Priceline, Agoda)
Final Control
Market structure
Oligopoly
Oligopoly
Market share
23%-31% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
77 / 100
70 / 100
Moat domains
Network, Demand, Supply, Financial
Demand, Supply, Legal, Network
Last update
2025-12-25
2026-01-02

Moat coverage

Shared moat types

Brand Trust

Booking Holdings Inc. strengths

Two Sided NetworkHabit DefaultScope EconomiesFloat Prepayment

Emerson Electric Co. strengths

Installed Base ConsumablesService Field NetworkDesign In QualificationCompliance AdvantageDistribution ControlData Workflow LockinSuite BundlingEcosystem ComplementsInteroperability Hub

Segment mix

Booking Holdings Inc. segments

Full profile >

OTC online travel reservations (Booking.com, Priceline, Agoda)

Oligopoly

95.5%

Metasearch & restaurant reservations (KAYAK, OpenTable)

Competitive

4.5%

Emerson Electric Co. segments

Full profile >

Final Control

Oligopoly

24.2%

Measurement & Analytical

Oligopoly

22.9%

Discrete Automation

Competitive

13.9%

Safety & Productivity

Competitive

7.5%

Control Systems & Software

Oligopoly

23.2%

Test & Measurement

Competitive

8.2%

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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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.