VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Celsius Holdings, Inc. vs Meta Platforms, Inc.

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

Celsius Holdings, Inc.

CELH · NASDAQ

Market cap (USD)$12.4B
Gross margin (TTM)51.4%
Operating margin (TTM)4.5%
Net margin (TTM)3%
SectorConsumer
IndustryBeverages - Non-Alcoholic
CountryUS
Data as of2026-01-05
Moat score
57/ 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 Celsius Holdings, Inc.'s moat claims, evidence, and risks.

View CELH analysis

Meta Platforms, Inc.

META · Nasdaq Global Select Market

Market cap (USD)$1.7T
Gross margin (TTM)82%
Operating margin (TTM)43.2%
Net margin (TTM)30.9%
SectorCommunication Services
IndustryInternet Content & Information
CountryUS
Data as of2025-12-26
Moat score
94/ 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 Meta Platforms, Inc.'s moat claims, evidence, and risks.

View META analysis

Comparison highlights

  • Moat score gap: Meta Platforms, Inc. leads (94 / 100 vs 57 / 100 for Celsius Holdings, Inc.).
  • Segment focus: Celsius Holdings, Inc. has 1 segment (100% in Functional Energy Beverages (CELSIUS, Alani Nu, Rockstar)); Meta Platforms, Inc. has 2 segments (98.7% in Family of Apps (FoA)).
  • Moat breadth: Celsius Holdings, Inc. has 3 moat types across 2 domains; Meta Platforms, Inc. has 6 across 2.

Primary market context

Celsius Holdings, Inc.

Functional Energy Beverages (CELSIUS, Alani Nu, Rockstar)

Market

Energy drinks (functional/better-for-you positioning) and adjacent wellness products

Geography

Primarily North America; growing international presence

Customer

Consumers via retail and e-commerce channels; sold through distributor/retail channels

Role

Brand owner / product developer; uses third-party manufacturing and third-party distribution

Revenue share

100%

Meta Platforms, Inc.

Family of Apps (FoA)

Market

Global social media platforms & social media advertising

Geography

Global

Customer

Consumers and advertisers

Role

Two-sided platform (attention + ad auction)

Revenue share

98.7%

Side-by-side metrics

Celsius Holdings, Inc.
Meta Platforms, Inc.
Ticker / Exchange
CELH - NASDAQ
META - Nasdaq Global Select Market
Market cap (USD)
$12.4B
$1.7T
Gross margin (TTM)
51.4%
82%
Operating margin (TTM)
4.5%
43.2%
Net margin (TTM)
3%
30.9%
Sector
Consumer
Communication Services
Industry
Beverages - Non-Alcoholic
Internet Content & Information
HQ country
US
US
Primary segment
Functional Energy Beverages (CELSIUS, Alani Nu, Rockstar)
Family of Apps (FoA)
Market structure
Oligopoly
Oligopoly
Market share
16%-16.4% (reported)
55%-65% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
57 / 100
94 / 100
Moat domains
Supply, Demand
Network, Supply
Last update
2026-01-05
2025-12-26

Moat coverage

Shared moat types

No overlap yet.

Celsius Holdings, Inc. strengths

Distribution ControlBrand TrustScope Economies

Meta Platforms, Inc. strengths

Two Sided NetworkDirect Network EffectsData Network EffectsEcosystem ComplementsCapex Knowhow ScaleLearning Curve Yield

Segment mix

Celsius Holdings, Inc. segments

Full profile >

Functional Energy Beverages (CELSIUS, Alani Nu, Rockstar)

Oligopoly

100%

Meta Platforms, Inc. segments

Full profile >

Family of Apps (FoA)

Oligopoly

98.7%

Reality Labs (RL)

Quasi-Monopoly

1.3%

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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.