VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Sunday, December 28, 2025

Stock Comparison

The Walt Disney Company vs ServiceNow, 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)
SectorCommunication Services
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.

View full moat analysis >

ServiceNow, Inc.

NOW · New York Stock Exchange

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-26
Moat score
80/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

Side-by-side metrics

The Walt Disney Company
ServiceNow, Inc.
Ticker / Exchange
DIS - New York Stock Exchange
NOW - New York Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Communication Services
Technology
HQ country
US
US
Primary segment
Entertainment (Streaming, Linear Networks, Studio & Licensing)
Digital workflow products (subscription)
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
78 / 100
80 / 100
Moat domains
Legal, Demand, Supply, Network
Demand, Network, Supply
Last update
2025-12-27
2025-12-26

Moat coverage

Shared moat types

Suite BundlingEcosystem Complements

The Walt Disney Company strengths

Content Rights CurrencyBrand TrustProcurement InertiaCapex Knowhow Scale

ServiceNow, Inc. strengths

Data Workflow LockinTraining Org Change CostsDesign In QualificationService Field Network

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%

ServiceNow, Inc. segments

Full profile >

Digital workflow products (subscription)

Oligopoly

85.8%

IT Operations Management (ITOM) products (subscription)

Competitive

11.1%

Professional services and other

Competitive

3.1%

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.