WIDE MOAT STOCKS COMPARISON

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Stock Comparison

The Walt Disney Company vs Alphabet 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)$205.8B
Gross margin (TTM)37.6%
Operating margin (TTM)13.7%
Net margin (TTM)8.7%
SectorCommunication Services
IndustryMedia and entertainment
CountryUS
Data as of2026-08-23
76/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into The Walt Disney Company's moat claims, evidence, and risks.

View DIS analysis

Alphabet Inc.

GOOGL · The Nasdaq Stock Market

Market cap (USD)$3.5T
Gross margin (TTM)60.9%
Operating margin (TTM)33.3%
Net margin (TTM)50%
SectorCommunication Services
IndustryInternet platforms
CountryUS
Data as of2026-08-23
82/100
Moat score

Weighted across the company's segments.

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 (82 / 100 vs 76 / 100 for The Walt Disney Company).
  • Segment focus: The Walt Disney Company has 3 segments (44.5% in Entertainment (streaming, linear networks, studios and licensing)); Alphabet Inc. has 6 segments (55.7% in Google Search & other (Advertising)).
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: The Walt Disney Company has 2 moat types across 2 domains; Alphabet Inc. has 5 across 3.

Primary market context

The Walt Disney Company

Entertainment (streaming, linear networks, studios and licensing)

Market

Global film, television production and video distribution, including subscription streaming

Geography

Global

Customer

Viewers, advertisers, television distributors and content licensees

Role

Owner, producer, licensor and distributor of entertainment

Revenue share

44.5%

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

55.7%

Side-by-side metrics

The Walt Disney Company
Alphabet Inc.
Ticker / Exchange
DIS - New York Stock Exchange
GOOGL - The Nasdaq Stock Market
Market cap (USD)
$205.8B
$3.5T
Gross margin (TTM)
37.6%
60.9%
Operating margin (TTM)
13.7%
33.3%
Net margin (TTM)
8.7%
50%
Sector
Communication Services
Communication Services
Industry
Media and entertainment
Internet platforms
HQ country
US
US
Primary segment
Entertainment (streaming, linear networks, studios and licensing)
Google Search & other (Advertising)
Market structure
Oligopoly
Quasi-Monopoly
Market share
n/a
89.9% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
76 / 100
82 / 100
Moat domains
Legal, Supply
Network, Demand, Supply
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

Capex Knowhow Scale

The Walt Disney Company strengths

Content Rights Currency

Alphabet Inc. strengths

Data Network EffectsHabit DefaultTwo Sided NetworkDefault OS Gateway

Segment mix

The Walt Disney Company segments

Full profile >

Entertainment (streaming, linear networks, studios and licensing)

Oligopoly

44.5%

Sports (ESPN and licensed sports content)

Oligopoly

17.2%

Experiences (parks, resorts, cruises and consumer products)

Oligopoly

38.3%

Alphabet Inc. segments

Full profile >

Google Search & other (Advertising)

Quasi-Monopoly

55.7%

YouTube (Advertising)

Oligopoly

10%

Google Network (Advertising)

Competitive

7.4%

Google Subscriptions, Platforms & Devices

Quasi-Monopoly

11.9%

Google Cloud

Oligopoly

14.6%

Other Bets

Competitive

0.4%

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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.