VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Monday, December 29, 2025
Stock Comparison
Etsy, Inc. vs Hims & Hers Health, Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Etsy, Inc.
ETSY · New York Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Hims & Hers Health, Inc.
HIMS · New York Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Hims & Hers Health, Inc.'s moat claims, evidence, and risks.
View HIMS analysisComparison highlights
- Moat score gap: Etsy, Inc. leads (66 / 100 vs 51 / 100 for Hims & Hers Health, Inc.).
- Segment focus: Etsy, Inc. has 2 segments (72% in Marketplace Platform (transaction fees + payments processing + listing fees)); Hims & Hers Health, Inc. has 2 segments (97.4% in Online Platform).
- Moat breadth: Etsy, Inc. has 6 moat types across 3 domains; Hims & Hers Health, Inc. has 3 across 2.
Primary market context
Etsy, Inc.
Marketplace Platform (transaction fees + payments processing + listing fees)
Specialty e-commerce marketplaces (handmade/unique goods and resale fashion)
Global
Consumers and independent sellers
Two-sided marketplace operator and payments facilitator
72%
Hims & Hers Health, Inc.
Online Platform
Direct-to-consumer telehealth + subscription pharmacy (cash-pay) for lifestyle and chronic conditions
Primarily United States
Consumers (end-users), paid out-of-pocket; supported by affiliated provider networks and pharmacy fulfillment
D2C digital health platform + fulfillment (mail-order pharmacy and partners)
97.4%
Side-by-side metrics
Moat coverage
Shared moat types
Etsy, Inc. strengths
Hims & Hers Health, Inc. strengths
Segment mix
Etsy, Inc. segments
Full profile >Marketplace Platform (transaction fees + payments processing + listing fees)
Competitive
Seller Services (on-site advertising + shipping labels + other)
Quasi-Monopoly
Hims & Hers Health, Inc. segments
Full profile >Online Platform
Competitive
Wholesale
Competitive
Want the full wide moat stocks list?
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View the moat stocks listCuration & 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.