VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

The Walt Disney Company vs Reddit, 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)$180.2B
Gross margin (TTM)37.2%
Operating margin (TTM)15.5%
Net margin (TTM)11.5%
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

Reddit, Inc.

RDDT · New York Stock Exchange

Market cap (USD)$29.7B
Gross margin (TTM)91.4%
Operating margin (TTM)25.1%
Net margin (TTM)28.6%
SectorCommunication Services
IndustryInternet Content & Information
CountryUS
Data as of2026-05-01
Moat score
67/ 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 Reddit, Inc.'s moat claims, evidence, and risks.

View RDDT analysis

Comparison highlights

  • Moat score gap: The Walt Disney Company leads (78 / 100 vs 67 / 100 for Reddit, Inc.).
  • Segment focus: The Walt Disney Company has 3 segments (44.1% in Entertainment (Streaming, Linear Networks, Studio & Licensing)); Reddit, Inc. has 2 segments (93.6% in Advertising).
  • Moat breadth: The Walt Disney Company has 6 moat types across 4 domains; Reddit, Inc. has 5 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%

Reddit, Inc.

Advertising

Market

U.S. social media and community-platform digital advertising

Geography

United States-led, with global Reddit ad inventory and international expansion

Customer

Brands, agencies, performance advertisers, and small and midsize businesses

Role

Owned media platform, ad inventory publisher, contextual data owner, and self-serve/managed ad platform

Revenue share

93.6%

Side-by-side metrics

The Walt Disney Company
Reddit, Inc.
Ticker / Exchange
DIS - New York Stock Exchange
RDDT - New York Stock Exchange
Market cap (USD)
$180.2B
$29.7B
Gross margin (TTM)
37.2%
91.4%
Operating margin (TTM)
15.5%
25.1%
Net margin (TTM)
11.5%
28.6%
Sector
Communication Services
Communication Services
Industry
Entertainment
Internet Content & Information
HQ country
US
US
Primary segment
Entertainment (Streaming, Linear Networks, Studio & Licensing)
Advertising
Market structure
Oligopoly
Oligopoly
Market share
n/a
1.2%-1.5% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
78 / 100
67 / 100
Moat domains
Legal, Demand, Supply, Network
Network, Demand, Legal
Last update
2025-12-27
2026-05-01

Moat coverage

Shared moat types

Content Rights Currency

The Walt Disney Company strengths

Suite BundlingBrand TrustProcurement InertiaCapex Knowhow ScaleEcosystem Complements

Reddit, Inc. strengths

Two Sided NetworkReputation ReviewsData Network EffectsLong Term Contracts

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%

Reddit, Inc. segments

Full profile >

Advertising

Oligopoly

93.6%

Content Licensing and User Products

Competitive

6.4%

Want the full wide moat stocks list?

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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.