VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

The Walt Disney Company vs Republic 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)
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.

Full stock profile

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

View DIS analysis

Republic Services, Inc.

RSG · New York Stock Exchange

Market cap (USD)
SectorIndustrials
CountryUS
Data as of2025-12-31
Moat score
80/ 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 Republic Services, Inc.'s moat claims, evidence, and risks.

View RSG analysis

Comparison highlights

  • Moat score gap: Republic Services, Inc. leads (80 / 100 vs 78 / 100 for The Walt Disney Company).
  • Segment focus: The Walt Disney Company has 3 segments (44.1% in Entertainment (Streaming, Linear Networks, Studio & Licensing)); Republic Services, Inc. has 2 segments (88.5% in Recycling & Waste Services).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: The Walt Disney Company has 6 moat types across 4 domains; Republic Services, Inc. has 7 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%

Republic Services, Inc.

Recycling & Waste Services

Market

Integrated non-hazardous solid waste collection, transfer, landfill disposal & recycling services

Geography

United States and Canada

Customer

Municipal, commercial, industrial

Role

Integrated hauler and disposal operator

Revenue share

88.5%

Side-by-side metrics

The Walt Disney Company
Republic Services, Inc.
Ticker / Exchange
DIS - New York Stock Exchange
RSG - New York Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Communication Services
Industrials
HQ country
US
US
Primary segment
Entertainment (Streaming, Linear Networks, Studio & Licensing)
Recycling & Waste Services
Market structure
Oligopoly
Competitive
Market share
n/a
12%-15% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
78 / 100
80 / 100
Moat domains
Legal, Demand, Supply, Network
Legal, Supply, Demand
Last update
2025-12-27
2025-12-31

Moat coverage

Shared moat types

No overlap yet.

The Walt Disney Company strengths

Content Rights CurrencySuite BundlingBrand TrustProcurement InertiaCapex Knowhow ScaleEcosystem Complements

Republic Services, Inc. strengths

Permits Rights Of WayCapacity MoatPhysical Network DensityScope EconomiesLong Term ContractsCompliance AdvantageService 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%

Republic Services, Inc. segments

Full profile >

Recycling & Waste Services

Competitive

88.5%

Environmental Solutions

Competitive

11.5%

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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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.