VOL. XCIV, NO. 247

* MOAT STOCKS COMPARISON *

NO ADVICE

Friday, December 26, 2025

Stock Comparison

Alphabet Inc. vs S&P Global Inc.

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 >

S&P Global Inc.

SPGI · New York Stock Exchange

Market cap (USD)
SectorFinancials
CountryUS
Data as of2025-12-21
Moat score
77/ 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.
S&P Global Inc.
Ticker / Exchange
GOOGL - The Nasdaq Stock Market
SPGI - New York Stock Exchange
Market cap (USD)
$3.7T
n/a
Sector
Communication Services
Financials
HQ country
US
US
Primary segment
Google Search & other (Advertising)
S&P Global Market Intelligence
Market structure
Quasi-Monopoly
Oligopoly
Market share
88%-91% (reported)
n/a
HHI estimate
8,115
n/a
Pricing power
Strong
Moderate
Moat score
86 / 100
77 / 100
Moat domains
Network, Demand, Legal, Supply
Demand, Supply, Legal, Network, Financial
Last update
2025-12-21
2025-12-21

Moat coverage

Shared moat types

Switching Costs GeneralEcosystem Complements

Alphabet Inc. strengths

Data Network EffectsHabit DefaultTwo Sided NetworkContent Rights CurrencyOperational ExcellenceDefault OS GatewayCapex Knowhow ScaleIncubation & patient capital

S&P Global Inc. strengths

Data Workflow LockinScope EconomiesRegulated Standards PipeBrand TrustDe Facto StandardCompliance AdvantageBenchmark Pricing Power

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%

S&P Global Inc. segments

Full profile >

S&P Global Market Intelligence

Oligopoly

32.6%

S&P Global Ratings

Oligopoly

29.6%

S&P Global Commodity Insights

Oligopoly

15.1%

S&P Global Mobility

Competitive

11.3%

S&P Dow Jones Indices

Oligopoly

11.4%

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.