VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Sunday, December 28, 2025

Stock Comparison

The Walt Disney Company vs Teradyne, 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 >

Teradyne, Inc.

TER · Nasdaq Stock Market

Market cap (USD)$31B
SectorTechnology
CountryUS
Data as of2025-12-23
Moat score
79/ 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
Teradyne, Inc.
Ticker / Exchange
DIS - New York Stock Exchange
TER - Nasdaq Stock Market
Market cap (USD)
n/a
$31B
Sector
Communication Services
Technology
HQ country
US
US
Primary segment
Entertainment (Streaming, Linear Networks, Studio & Licensing)
Semiconductor Test
Market structure
Oligopoly
Duopoly
Market share
n/a
27%-30% (implied)
HHI estimate
n/a
3,565
Pricing power
Moderate
Moderate
Moat score
78 / 100
79 / 100
Moat domains
Legal, Demand, Supply, Network
Demand, Supply, Network
Last update
2025-12-27
2025-12-23

Moat coverage

Shared moat types

Brand TrustCapex Knowhow ScaleEcosystem Complements

The Walt Disney Company strengths

Content Rights CurrencySuite BundlingProcurement Inertia

Teradyne, Inc. strengths

Format Lock InDesign In QualificationSwitching Costs General

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%

Teradyne, Inc. segments

Full profile >

Semiconductor Test

Duopoly

77.9%

Product Test

Competitive

11.7%

Robotics

Competitive

10.4%

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.