VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Diageo plc vs Alphabet Inc.

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

Diageo plc

DGE · London Stock Exchange

Market cap (USD)$48B
SectorConsumer
CountryGB
Data as of2025-12-30
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 Diageo plc's moat claims, evidence, and risks.

View DGE analysis

Alphabet Inc.

GOOGL · The Nasdaq Stock Market

Market cap (USD)$3.7T
SectorCommunication Services
CountryUS
Data as of2025-12-21
Moat score
86/ 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 Alphabet Inc.'s moat claims, evidence, and risks.

View GOOGL analysis

Comparison highlights

  • Moat score gap: Alphabet Inc. leads (86 / 100 vs 77 / 100 for Diageo plc).
  • Segment focus: Diageo plc has 3 segments (76% in Spirits); Alphabet Inc. has 6 segments (56.6% in Google Search & other (Advertising)).
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Strong vs Strong.
  • Moat breadth: Diageo plc has 3 moat types across 2 domains; Alphabet Inc. has 10 across 4.

Primary market context

Diageo plc

Spirits

Market

Branded premium spirits (whisky, tequila, vodka, gin, rum, liqueurs)

Geography

Global

Customer

Consumers via off-trade retailers and on-trade outlets; distributors/wholesalers and key accounts

Role

Brand owner and producer with route-to-market execution

Revenue share

76%

Alphabet Inc.

Google Search & other (Advertising)

Market

Search advertising (intent-based digital ads)

Geography

Global

Customer

Advertisers (SMB to enterprise)

Role

Ad platform / publisher

Revenue share

56.6%

Side-by-side metrics

Diageo plc
Alphabet Inc.
Ticker / Exchange
DGE - London Stock Exchange
GOOGL - The Nasdaq Stock Market
Market cap (USD)
$48B
$3.7T
Sector
Consumer
Communication Services
HQ country
GB
US
Primary segment
Spirits
Google Search & other (Advertising)
Market structure
Oligopoly
Quasi-Monopoly
Market share
n/a
88%-91% (reported)
HHI estimate
n/a
8,115
Pricing power
Strong
Strong
Moat score
77 / 100
86 / 100
Moat domains
Demand, Supply
Network, Demand, Legal, Supply
Last update
2025-12-30
2025-12-21

Moat coverage

Shared moat types

No overlap yet.

Diageo plc strengths

Brand TrustDistribution ControlCapacity Moat

Alphabet Inc. strengths

Data Network EffectsHabit DefaultTwo Sided NetworkContent Rights CurrencyOperational ExcellenceDefault OS GatewaySwitching Costs GeneralCapex Knowhow ScaleEcosystem ComplementsIncubation & patient capital

Segment mix

Diageo plc segments

Full profile >

Spirits

Oligopoly

76%

Beer (Guinness and other beers)

Oligopoly

18%

Ready-to-Drink (RTDs)

Competitive

4%

Alphabet Inc. segments

Full profile >

Google Search & other (Advertising)

Quasi-Monopoly

56.6%

YouTube (Advertising)

Oligopoly

10.3%

Google Network (Advertising)

Competitive

8.7%

Google Subscriptions, Platforms & Devices

Quasi-Monopoly

11.5%

Google Cloud

Oligopoly

12.4%

Other Bets

Competitive

0.5%

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.