VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Diageo plc vs Mastercard Incorporated

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

Mastercard Incorporated

MA · New York Stock Exchange

Market cap (USD)$516.9B
SectorFinancials
CountryUS
Data as of2025-12-21
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 Mastercard Incorporated's moat claims, evidence, and risks.

View MA analysis

Comparison highlights

  • Moat score: both at 77 / 100.
  • Segment focus: Diageo plc has 3 segments (76% in Spirits); Mastercard Incorporated has 2 segments (61.5% in Payment Network).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Diageo plc has 3 moat types across 2 domains; Mastercard Incorporated has 6 across 3.

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%

Mastercard Incorporated

Payment Network

Market

Four-party card payment network (switching, acceptance, and network-related services)

Geography

Global

Customer

Issuers, acquirers, merchants, account holders

Role

Network operator (authorization, clearing, settlement) and rules/standards steward

Revenue share

61.5%

Side-by-side metrics

Diageo plc
Mastercard Incorporated
Ticker / Exchange
DGE - London Stock Exchange
MA - New York Stock Exchange
Market cap (USD)
$48B
$516.9B
Sector
Consumer
Financials
HQ country
GB
US
Primary segment
Spirits
Payment Network
Market structure
Oligopoly
Oligopoly
Market share
n/a
29.7% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
77 / 100
77 / 100
Moat domains
Demand, Supply
Network, Demand, Legal
Last update
2025-12-30
2025-12-21

Moat coverage

Shared moat types

Brand Trust

Diageo plc strengths

Distribution ControlCapacity Moat

Mastercard Incorporated strengths

Two Sided NetworkClearing SettlementRegulated Standards PipeData Network EffectsData Workflow Lockin

Segment mix

Diageo plc segments

Full profile >

Spirits

Oligopoly

76%

Beer (Guinness and other beers)

Oligopoly

18%

Ready-to-Drink (RTDs)

Competitive

4%

Mastercard Incorporated segments

Full profile >

Payment Network

Oligopoly

61.5%

Value-Added Services and Solutions

Competitive

38.5%

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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.