VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

Cablevisión Holding S.A. vs The Walt Disney Company

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

Cablevisión Holding S.A.

CVH · Bolsas y Mercados Argentinos

Market cap (USD)$1.1B
Gross margin (TTM)52.1%
Operating margin (TTM)7.8%
Net margin (TTM)1.4%
SectorCommunication Services
IndustryTelecommunications Services
CountryAR
Data as of2026-05-01
Moat score
83/ 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 Cablevisión Holding S.A.'s moat claims, evidence, and risks.

View CVH analysis

The Walt Disney Company

DIS · New York Stock Exchange

Market cap (USD)$180.2B
Gross margin (TTM)37.2%
Operating margin (TTM)15.5%
Net margin (TTM)11.5%
SectorCommunication Services
IndustryEntertainment
CountryUS
Data as of2025-12-27
Moat score
78/ 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 Walt Disney Company's moat claims, evidence, and risks.

View DIS analysis

Comparison highlights

  • Moat score gap: Cablevisión Holding S.A. leads (83 / 100 vs 78 / 100 for The Walt Disney Company).
  • Segment focus: Cablevisión Holding S.A. has 5 segments (49.1% in Mobile Services); The Walt Disney Company has 3 segments (44.1% in Entertainment (Streaming, Linear Networks, Studio & Licensing)).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Cablevisión Holding S.A. has 6 moat types across 3 domains; The Walt Disney Company has 6 across 4.

Primary market context

Cablevisión Holding S.A.

Mobile Services

Market

Argentina mobile telecommunications services

Geography

Argentina, with Personal operations also in Paraguay

Customer

Consumer and enterprise mobile subscribers

Role

Mobile network operator and convergent service provider through Telecom Argentina

Revenue share

49.1%

The Walt Disney Company

Entertainment (Streaming, Linear Networks, Studio & Licensing)

Market

Global video entertainment content and distribution (streaming, TV networks, film/TV studios)

Geography

Global

Customer

Consumers, advertisers, distributors (MVPDs/vMVPDs)

Role

Content owner/producer and distributor

Revenue share

44.1%

Side-by-side metrics

Cablevisión Holding S.A.
The Walt Disney Company
Ticker / Exchange
CVH - Bolsas y Mercados Argentinos
DIS - New York Stock Exchange
Market cap (USD)
$1.1B
$180.2B
Gross margin (TTM)
52.1%
37.2%
Operating margin (TTM)
7.8%
15.5%
Net margin (TTM)
1.4%
11.5%
Sector
Communication Services
Communication Services
Industry
Telecommunications Services
Entertainment
HQ country
AR
US
Primary segment
Mobile Services
Entertainment (Streaming, Linear Networks, Studio & Licensing)
Market structure
Duopoly
Oligopoly
Market share
58%-58.1% (estimated)
n/a
HHI estimate
5,123
n/a
Pricing power
Moderate
Moderate
Moat score
83 / 100
78 / 100
Moat domains
Legal, Supply, Demand
Legal, Demand, Supply, Network
Last update
2026-05-01
2025-12-27

Moat coverage

Shared moat types

Suite Bundling

Cablevisión Holding S.A. strengths

Concession LicenseScale Economies Unit CostPhysical Network DensitySwitching Costs GeneralDistribution Control

The Walt Disney Company strengths

Content Rights CurrencyBrand TrustProcurement InertiaCapex Knowhow ScaleEcosystem Complements

Segment mix

Cablevisión Holding S.A. segments

Full profile >

Mobile Services

Duopoly

49.1%

Internet Services

Oligopoly

21.7%

Cable Television Services

Oligopoly

11%

Fixed Telephony and Data Services

Quasi-Monopoly

12.1%

Other Services and Device Sales

Competitive

6%

The Walt Disney Company segments

Full profile >

Entertainment (Streaming, Linear Networks, Studio & Licensing)

Oligopoly

44.1%

Sports (ESPN and sports content)

Oligopoly

18.4%

Experiences (Theme parks, resorts, cruises, consumer products)

Oligopoly

37.5%

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.