VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Compagnie Financiere Richemont SA vs Netflix, Inc.

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

Compagnie Financiere Richemont SA

CFR · SIX Swiss Exchange

Market cap (USD)$100B
Gross margin (TTM)66.8%
Operating margin (TTM)21.3%
Net margin (TTM)14.8%
SectorConsumer
IndustryLuxury Goods
CountryCH
Data as of2025-12-30
Moat score
84/ 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 Compagnie Financiere Richemont SA's moat claims, evidence, and risks.

View CFR analysis

Netflix, Inc.

NFLX · NASDAQ

Market cap (USD)$387.5B
Gross margin (TTM)48.1%
Operating margin (TTM)29.1%
Net margin (TTM)24.1%
SectorCommunication Services
IndustryEntertainment
CountryUS
Data as of2026-01-05
Moat score
65/ 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 Netflix, Inc.'s moat claims, evidence, and risks.

View NFLX analysis

Comparison highlights

  • Moat score gap: Compagnie Financiere Richemont SA leads (84 / 100 vs 65 / 100 for Netflix, Inc.).
  • Segment focus: Compagnie Financiere Richemont SA has 3 segments (71.6% in Jewellery Maisons); Netflix, Inc. has 1 segment (100% in Streaming entertainment platform).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Compagnie Financiere Richemont SA has 4 moat types across 2 domains; Netflix, Inc. has 5 across 4.

Primary market context

Compagnie Financiere Richemont SA

Jewellery Maisons

Market

Luxury jewellery (branded fine jewellery & high jewellery)

Geography

Global

Customer

Affluent and high-net-worth consumers

Role

Brand owner, manufacturer and direct-to-client retailer

Revenue share

71.6%

Netflix, Inc.

Streaming entertainment platform

Market

Paid streaming video entertainment (SVOD/AVOD)

Geography

Global

Customer

Consumers (B2C); advertisers via ad-supported inventory

Role

Streaming platform operator; content producer/licensor

Revenue share

100%

Side-by-side metrics

Compagnie Financiere Richemont SA
Netflix, Inc.
Ticker / Exchange
CFR - SIX Swiss Exchange
NFLX - NASDAQ
Market cap (USD)
$100B
$387.5B
Gross margin (TTM)
66.8%
48.1%
Operating margin (TTM)
21.3%
29.1%
Net margin (TTM)
14.8%
24.1%
Sector
Consumer
Communication Services
Industry
Luxury Goods
Entertainment
HQ country
CH
US
Primary segment
Jewellery Maisons
Streaming entertainment platform
Market structure
Oligopoly
Oligopoly
Market share
30%-55% (implied)
8.2%-8.4% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
84 / 100
65 / 100
Moat domains
Demand, Supply
Network, Supply, Legal, Financial
Last update
2025-12-30
2026-01-05

Moat coverage

Shared moat types

No overlap yet.

Compagnie Financiere Richemont SA strengths

Brand TrustDistribution ControlCapex Knowhow ScaleReputation Reviews

Netflix, Inc. strengths

Data Network EffectsScale Economies Unit CostContent Rights CurrencyPhysical Network DensityFloat Prepayment

Segment mix

Compagnie Financiere Richemont SA segments

Full profile >

Jewellery Maisons

Oligopoly

71.6%

Specialist Watchmakers

Oligopoly

15.3%

Other (Fashion & Accessories, Watchfinder, ancillary)

Competitive

13%

Netflix, Inc. segments

Full profile >

Streaming entertainment platform

Oligopoly

100%

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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.