VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Etsy, Inc. vs Kenvue Inc.

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

Etsy, Inc.

ETSY · New York Stock Exchange

Market cap (USD)$5.2B
Gross margin (TTM)71.6%
Operating margin (TTM)9.3%
Net margin (TTM)5.7%
SectorConsumer
IndustrySpecialty Retail
CountryUS
Data as of2025-12-28
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 Etsy, Inc.'s moat claims, evidence, and risks.

View ETSY analysis

Kenvue Inc.

KVUE · New York Stock Exchange

Market cap (USD)$35.9B
Gross margin (TTM)58.1%
Operating margin (TTM)17.9%
Net margin (TTM)9.7%
SectorConsumer
IndustryHousehold & Personal Products
CountryUS
Data as of2025-12-25
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 Kenvue Inc.'s moat claims, evidence, and risks.

View KVUE analysis

Comparison highlights

  • Moat score: both at 66 / 100.
  • Segment focus: Etsy, Inc. has 2 segments (72% in Marketplace Platform (transaction fees + payments processing + listing fees)); Kenvue Inc. has 3 segments (42.3% in Self Care).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Etsy, Inc. has 6 moat types across 3 domains; Kenvue Inc. has 6 across 3.

Primary market context

Etsy, Inc.

Marketplace Platform (transaction fees + payments processing + listing fees)

Market

Specialty e-commerce marketplaces (handmade/unique goods and resale fashion)

Geography

Global

Customer

Consumers and independent sellers

Role

Two-sided marketplace operator and payments facilitator

Revenue share

72%

Kenvue Inc.

Self Care

Market

OTC self-care consumer health products (pain care, cough/cold/allergy, digestive health, smoking cessation, eye care)

Geography

Global

Customer

Consumers via retailers, pharmacies, and e-commerce

Role

Branded consumer health products manufacturer

Revenue share

42.3%

Side-by-side metrics

Etsy, Inc.
Kenvue Inc.
Ticker / Exchange
ETSY - New York Stock Exchange
KVUE - New York Stock Exchange
Market cap (USD)
$5.2B
$35.9B
Gross margin (TTM)
71.6%
58.1%
Operating margin (TTM)
9.3%
17.9%
Net margin (TTM)
5.7%
9.7%
Sector
Consumer
Consumer
Industry
Specialty Retail
Household & Personal Products
HQ country
US
US
Primary segment
Marketplace Platform (transaction fees + payments processing + listing fees)
Self Care
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
66 / 100
66 / 100
Moat domains
Network, Demand, Supply
Demand, Supply, Legal
Last update
2025-12-28
2025-12-25

Moat coverage

Shared moat types

Brand TrustScale Economies Unit Cost

Etsy, Inc. strengths

Two Sided NetworkOperational ExcellenceSuite BundlingData Workflow Lockin

Kenvue Inc. strengths

Compliance AdvantageScope EconomiesDistribution ControlHabit Default

Segment mix

Etsy, Inc. segments

Full profile >

Marketplace Platform (transaction fees + payments processing + listing fees)

Competitive

72%

Seller Services (on-site advertising + shipping labels + other)

Quasi-Monopoly

28%

Kenvue Inc. segments

Full profile >

Self Care

Oligopoly

42.3%

Skin Health and Beauty

Competitive

27.4%

Essential Health

Competitive

30.3%

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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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.