VOL. XCIV, NO. 247

* MOAT STOCKS COMPARISON *

NO ADVICE

Friday, December 26, 2025

Stock Comparison

Alphabet Inc. vs Microsoft 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)$3.7T
SectorCommunication Services
CountryUS
Data as of2025-12-21
Moat score
86/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

Microsoft Corporation

MSFT · Nasdaq Global Select Market

Market cap (USD)$3.6T
SectorTechnology
CountryUS
Data as of2025-12-21
Moat score
84/ 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

Alphabet Inc.
Microsoft Corporation
Ticker / Exchange
GOOGL - The Nasdaq Stock Market
MSFT - Nasdaq Global Select Market
Market cap (USD)
$3.7T
$3.6T
Sector
Communication Services
Technology
HQ country
US
US
Primary segment
Google Search & other (Advertising)
Productivity and Business Processes
Market structure
Quasi-Monopoly
Oligopoly
Market share
88%-91% (reported)
n/a
HHI estimate
8,115
n/a
Pricing power
Strong
Strong
Moat score
86 / 100
84 / 100
Moat domains
Network, Demand, Legal, Supply
Demand, Network, Supply, Legal
Last update
2025-12-21
2025-12-21

Moat coverage

Shared moat types

Two Sided NetworkContent Rights CurrencyOperational ExcellenceDefault OS GatewayCapex Knowhow ScaleEcosystem Complements

Alphabet Inc. strengths

Data Network EffectsHabit DefaultSwitching Costs GeneralIncubation & patient capital

Microsoft Corporation strengths

Suite BundlingData Workflow LockinLong Term Contracts

Segment mix

Alphabet Inc. segments

Full profile >

Google Search & other (Advertising)

Quasi-Monopoly

56.6%

YouTube (Advertising)

Oligopoly

10.3%

Google Network (Advertising)

Competitive

8.7%

Google Subscriptions, Platforms & Devices

Quasi-Monopoly

11.5%

Google Cloud

Oligopoly

12.4%

Other Bets

Competitive

0.5%

Microsoft Corporation segments

Full profile >

Productivity and Business Processes

Oligopoly

42.9%

Intelligent Cloud

Oligopoly

37.7%

More Personal Computing

Quasi-Monopoly

19.4%

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.