VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

The Walt Disney Company vs Fidelity National Information Services, Inc.

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

The Walt Disney Company

DIS · New York Stock Exchange

Market cap (USD)$209.1B
Gross margin (TTM)37.8%
Operating margin (TTM)14.7%
Net margin (TTM)13.1%
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

Fidelity National Information Services, Inc.

FIS · New York Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
CountryUS
Data as of2026-01-10
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 Fidelity National Information Services, Inc.'s moat claims, evidence, and risks.

View FIS analysis

Comparison highlights

  • Moat score gap: The Walt Disney Company leads (78 / 100 vs 65 / 100 for Fidelity National Information Services, Inc.).
  • Segment focus: The Walt Disney Company has 3 segments (44.1% in Entertainment (Streaming, Linear Networks, Studio & Licensing)); Fidelity National Information Services, Inc. has 2 segments (68.1% in Banking Solutions).
  • Moat breadth: The Walt Disney Company has 6 moat types across 4 domains; Fidelity National Information Services, Inc. has 6 across 3.

Primary market context

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%

Fidelity National Information Services, Inc.

Banking Solutions

Market

Core banking platforms and bank transaction processing software/services

Geography

Global

Customer

Banks, credit unions, commercial lenders, and other institutions

Role

Software/platform provider and outsourced processor

Revenue share

68.1%

Side-by-side metrics

The Walt Disney Company
Fidelity National Information Services, Inc.
Ticker / Exchange
DIS - New York Stock Exchange
FIS - New York Stock Exchange
Market cap (USD)
$209.1B
n/a
Gross margin (TTM)
37.8%
n/a
Operating margin (TTM)
14.7%
n/a
Net margin (TTM)
13.1%
n/a
Sector
Communication Services
Technology
Industry
Entertainment
n/a
HQ country
US
US
Primary segment
Entertainment (Streaming, Linear Networks, Studio & Licensing)
Banking Solutions
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
78 / 100
65 / 100
Moat domains
Legal, Demand, Supply, Network
Demand, Legal, Network
Last update
2025-12-27
2026-01-10

Moat coverage

Shared moat types

Suite BundlingEcosystem Complements

The Walt Disney Company strengths

Content Rights CurrencyBrand TrustProcurement InertiaCapex Knowhow Scale

Fidelity National Information Services, Inc. strengths

Long Term ContractsSwitching Costs GeneralCompliance AdvantageData Workflow Lockin

Segment mix

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%

Fidelity National Information Services, Inc. segments

Full profile >

Banking Solutions

Oligopoly

68.1%

Capital Market Solutions

Competitive

29.4%

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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Looking for expansion-stage stocks?

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.