VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Endeavour Group Limited vs Netflix, Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Endeavour Group Limited

EDV · ASX

Market cap (USD)$6.5B
Gross margin (TTM)34.8%
Operating margin (TTM)7.8%
Net margin (TTM)3.9%
SectorConsumer
IndustryBeverages - Wineries & Distilleries
CountryAU
Data as of2025-12-28
Moat score
62/ 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 Endeavour Group Limited's moat claims, evidence, and risks.

View EDV analysis

Netflix, Inc.

NFLX · NASDAQ

Market cap (USD)$387.5B
Gross margin (TTM)48.1%
Operating margin (TTM)29.1%
Net margin (TTM)24.1%
SectorCommunication Services
IndustryEntertainment
CountryUS
Data as of2026-01-05
Moat score
65/ 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 Netflix, Inc.'s moat claims, evidence, and risks.

View NFLX analysis

Comparison highlights

  • Moat score gap: Netflix, Inc. leads (65 / 100 vs 62 / 100 for Endeavour Group Limited).
  • Segment focus: Endeavour Group Limited has 2 segments (82.5% in Retail); Netflix, Inc. has 1 segment (100% in Streaming entertainment platform).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: Endeavour Group Limited has 7 moat types across 3 domains; Netflix, Inc. has 5 across 4.

Primary market context

Endeavour Group Limited

Retail

Market

Australian off-premise liquor retail (stores + online)

Geography

Australia

Customer

Consumers (end-users) via stores and delivery/pick-up channels

Role

Retailer (with owned/exclusive brands via Pinnacle Drinks)

Revenue share

82.5%

Netflix, Inc.

Streaming entertainment platform

Market

Paid streaming video entertainment (SVOD/AVOD)

Geography

Global

Customer

Consumers (B2C); advertisers via ad-supported inventory

Role

Streaming platform operator; content producer/licensor

Revenue share

100%

Side-by-side metrics

Endeavour Group Limited
Netflix, Inc.
Ticker / Exchange
EDV - ASX
NFLX - NASDAQ
Market cap (USD)
$6.5B
$387.5B
Gross margin (TTM)
34.8%
48.1%
Operating margin (TTM)
7.8%
29.1%
Net margin (TTM)
3.9%
24.1%
Sector
Consumer
Communication Services
Industry
Beverages - Wineries & Distilleries
Entertainment
HQ country
AU
US
Primary segment
Retail
Streaming entertainment platform
Market structure
Oligopoly
Oligopoly
Market share
n/a
8.2%-8.4% (reported)
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
62 / 100
65 / 100
Moat domains
Demand, Supply, Legal
Network, Supply, Legal, Financial
Last update
2025-12-28
2026-01-05

Moat coverage

Shared moat types

Physical Network Density

Endeavour Group Limited strengths

Brand TrustDistribution ControlHabit DefaultPreferential Input AccessConcession LicenseOperational Excellence

Netflix, Inc. strengths

Data Network EffectsScale Economies Unit CostContent Rights CurrencyFloat Prepayment

Segment mix

Endeavour Group Limited segments

Full profile >

Retail

Oligopoly

82.5%

Hotels

Competitive

17.5%

Netflix, Inc. segments

Full profile >

Streaming entertainment platform

Oligopoly

100%

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.