VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Wednesday, December 31, 2025

Stock Comparison

The Walt Disney Company vs Texas Instruments Incorporated

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

Texas Instruments Incorporated

TXN · Nasdaq Global Select Market

Market cap (USD)$160.7B
SectorTechnology
CountryUS
Data as of2025-12-30
Moat score
66/ 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 Texas Instruments Incorporated's moat claims, evidence, and risks.

View TXN analysis

Comparison highlights

  • Moat score gap: The Walt Disney Company leads (78 / 100 vs 66 / 100 for Texas Instruments Incorporated).
  • Segment focus: The Walt Disney Company has 3 segments (44.1% in Entertainment (Streaming, Linear Networks, Studio & Licensing)); Texas Instruments Incorporated has 3 segments (77.8% in Analog).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: The Walt Disney Company has 6 moat types across 4 domains; Texas Instruments Incorporated 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%

Texas Instruments Incorporated

Analog

Market

Analog semiconductors (power management and signal chain ICs)

Geography

Global

Customer

Electronics OEMs/ODMs and distributors

Role

IDM semiconductor supplier

Revenue share

77.8%

Side-by-side metrics

The Walt Disney Company
Texas Instruments Incorporated
Ticker / Exchange
DIS - New York Stock Exchange
TXN - Nasdaq Global Select Market
Market cap (USD)
n/a
$160.7B
Sector
Communication Services
Technology
HQ country
US
US
Primary segment
Entertainment (Streaming, Linear Networks, Studio & Licensing)
Analog
Market structure
Oligopoly
Competitive
Market share
n/a
12%-16% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
78 / 100
66 / 100
Moat domains
Legal, Demand, Supply, Network
Supply, Demand, Legal
Last update
2025-12-27
2025-12-30

Moat coverage

Shared moat types

No overlap yet.

The Walt Disney Company strengths

Content Rights CurrencySuite BundlingBrand TrustProcurement InertiaCapex Knowhow ScaleEcosystem Complements

Texas Instruments Incorporated strengths

Scale Economies Unit CostSupply Chain ControlDistribution ControlScope EconomiesTraining Org Change CostsIP Choke PointHabit Default

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%

Texas Instruments Incorporated segments

Full profile >

Analog

Competitive

77.8%

Embedded Processing

Competitive

16.2%

Other

Competitive

6.1%

Want the full wide moat stocks list?

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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.