VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

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Sunday, December 28, 2025

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Stock Comparison

Etsy, Inc. vs United Parcel Service, 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)—
SectorConsumer
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.

View full moat analysis >

United Parcel Service, Inc.

UPS · New York Stock Exchange

Market cap (USD)$86.5B
SectorIndustrials
CountryUS
Data as of2025-12-22
Moat score
72/ 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

Etsy, Inc.
United Parcel Service, Inc.
Ticker / Exchange
ETSY - New York Stock Exchange
UPS - New York Stock Exchange
Market cap (USD)
n/a
$86.5B
Sector
Consumer
Industrials
HQ country
US
US
Primary segment
Marketplace Platform (transaction fees + payments processing + listing fees)
U.S. Domestic Package
Market structure
Competitive
Oligopoly
Market share
n/a
34.3% (reported)
HHI estimate
n/a
2,639
Pricing power
Moderate
Moderate
Moat score
66 / 100
72 / 100
Moat domains
Network, Demand, Supply
Supply, Financial, Demand
Last update
2025-12-28
2025-12-22

Moat coverage

Shared moat types

Brand TrustOperational ExcellenceData Workflow LockinScale Economies Unit Cost

Etsy, Inc. strengths

Two Sided NetworkSuite Bundling

United Parcel Service, Inc. strengths

Physical Network DensityBenchmark Pricing PowerService Field NetworkScope Economies

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%

United Parcel Service, Inc. segments

Full profile >

U.S. Domestic Package

Oligopoly

66.3%

International Package

Oligopoly

19.7%

Supply Chain Solutions

Competitive

14%

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.