VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Experian plc vs The Trade Desk, Inc.

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

Experian plc

EXPN · London Stock Exchange

Market cap (USD)$41.9B
SectorIndustrials
CountryJE
Data as of2025-12-30
Moat score
76/ 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 Experian plc's moat claims, evidence, and risks.

View EXPN analysis

The Trade Desk, Inc.

TTD · NASDAQ

Market cap (USD)$18.5B
SectorCommunication Services
CountryUS
Data as of2025-12-26
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 The Trade Desk, Inc.'s moat claims, evidence, and risks.

View TTD analysis

Comparison highlights

  • Moat score gap: Experian plc leads (76 / 100 vs 62 / 100 for The Trade Desk, Inc.).
  • Segment focus: Experian plc has 4 segments (67.2% in North America); The Trade Desk, Inc. has 1 segment (100% in Advertising Technology Platform (DSP)).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: Experian plc has 7 moat types across 4 domains; The Trade Desk, Inc. has 4 across 2.

Primary market context

Experian plc

North America

Market

Consumer and business credit reporting, identity/fraud data and decision analytics, plus consumer credit/insurance marketplaces

Geography

North America

Customer

Financial institutions, insurers, auto lenders, healthcare providers, advertisers, consumers

Role

Data/analytics provider and consumer marketplace operator

Revenue share

67.2%

The Trade Desk, Inc.

Advertising Technology Platform (DSP)

Market

Demand-side platforms (DSP) for programmatic advertising (open internet)

Geography

Global

Customer

Advertising agencies and advertisers

Role

Buy-side platform / demand aggregation

Revenue share

100%

Side-by-side metrics

Experian plc
The Trade Desk, Inc.
Ticker / Exchange
EXPN - London Stock Exchange
TTD - NASDAQ
Market cap (USD)
$41.9B
$18.5B
Sector
Industrials
Communication Services
HQ country
JE
US
Primary segment
North America
Advertising Technology Platform (DSP)
Market structure
Oligopoly
Competitive
Market share
n/a
6%-10% (implied)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
76 / 100
62 / 100
Moat domains
Network, Legal, Supply, Demand
Network, Demand
Last update
2025-12-30
2025-12-26

Moat coverage

Shared moat types

Data Network EffectsSwitching Costs General

Experian plc strengths

Regulated Standards PipeTwo Sided NetworkPreferential Input AccessCompliance AdvantageSuite Bundling

The Trade Desk, Inc. strengths

Interoperability HubStandards Registry

Segment mix

Experian plc segments

Full profile >

North America

Oligopoly

67.2%

Latin America

Quasi-Monopoly

14.2%

UK and Ireland

Oligopoly

11.6%

EMEA and Asia Pacific

Competitive

7%

The Trade Desk, Inc. segments

Full profile >

Advertising Technology Platform (DSP)

Competitive

100%

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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.