VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

Alphabet Inc. vs Intel Corporation

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

Alphabet Inc.

GOOGL · The Nasdaq Stock Market

Market cap (USD)$4.7T
Gross margin (TTM)60.4%
Operating margin (TTM)32.7%
Net margin (TTM)37.9%
SectorCommunication Services
IndustryInternet Content & Information
CountryUS
Data as of2026-05-26
Moat score
86/ 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 Alphabet Inc.'s moat claims, evidence, and risks.

View GOOGL analysis

Intel Corporation

INTC · Nasdaq Global Select Market

Market cap (USD)$607B
Gross margin (TTM)35.4%
Operating margin (TTM)-9.5%
Net margin (TTM)-5.9%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2026-05-26
Moat score
78/ 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 Intel Corporation's moat claims, evidence, and risks.

View INTC analysis

Comparison highlights

  • Moat score gap: Alphabet Inc. leads (86 / 100 vs 78 / 100 for Intel Corporation).
  • Segment focus: Alphabet Inc. has 6 segments (55.7% in Google Search & other (Advertising)); Intel Corporation has 4 segments (56.9% in Client Computing Group).
  • Primary market structure: Quasi-Monopoly vs Duopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Alphabet Inc. has 10 moat types across 4 domains; Intel Corporation has 9 across 4.

Primary market context

Alphabet Inc.

Google Search & other (Advertising)

Market

Search advertising (intent-based digital ads)

Geography

Global

Customer

Advertisers (SMB to enterprise)

Role

Ad platform / publisher

Revenue share

55.7%

Intel Corporation

Client Computing Group

Market

Global client CPU, APU and PC platform processors, primarily x86 desktops, notebooks, AI PCs and edge PCs

Geography

Global

Customer

PC OEMs, ODMs, distributors, enterprises, governments, education buyers and consumers

Role

Processor platform designer, brand owner and internal-foundry anchor customer

Revenue share

56.9%

Side-by-side metrics

Alphabet Inc.
Intel Corporation
Ticker / Exchange
GOOGL - The Nasdaq Stock Market
INTC - Nasdaq Global Select Market
Market cap (USD)
$4.7T
$607B
Gross margin (TTM)
60.4%
35.4%
Operating margin (TTM)
32.7%
-9.5%
Net margin (TTM)
37.9%
-5.9%
Sector
Communication Services
Technology
Industry
Internet Content & Information
Semiconductors
HQ country
US
US
Primary segment
Google Search & other (Advertising)
Client Computing Group
Market structure
Quasi-Monopoly
Duopoly
Market share
89%-91% (reported)
68.6%-70.4% (estimated)
HHI estimate
8,135
5,832
Pricing power
Strong
Moderate
Moat score
86 / 100
78 / 100
Moat domains
Network, Demand, Legal, Supply
Network, Demand, Supply, Legal
Last update
2026-05-26
2026-05-26

Moat coverage

Shared moat types

Data Network EffectsCapex Knowhow Scale

Alphabet Inc. strengths

Habit DefaultTwo Sided NetworkContent Rights CurrencyOperational ExcellenceDefault OS GatewaySwitching Costs GeneralEcosystem ComplementsIncubation & patient capital

Intel Corporation strengths

De Facto StandardProcurement InertiaBrand TrustDesign In QualificationInteroperability HubSupply Chain ControlGovernment Contracting Relationships

Segment mix

Alphabet Inc. segments

Full profile >

Google Search & other (Advertising)

Quasi-Monopoly

55.7%

YouTube (Advertising)

Oligopoly

10%

Google Network (Advertising)

Competitive

7.4%

Google Subscriptions, Platforms & Devices

Quasi-Monopoly

11.9%

Google Cloud

Oligopoly

14.6%

Other Bets

Competitive

0.4%

Intel Corporation segments

Full profile >

Client Computing Group

Duopoly

56.9%

Data Center and AI

Oligopoly

37.2%

Intel Foundry

Oligopoly

1.3%

Mobileye and Other

Oligopoly

4.6%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

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.