VOL. XCIV, NO. 247

* MOAT STOCKS COMPARISON *

NO ADVICE

Friday, December 26, 2025

Stock Comparison

Alphabet Inc. vs Teradyne, 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 >

Teradyne, Inc.

TER · Nasdaq Stock Market

Market cap (USD)$31B
SectorTechnology
CountryUS
Data as of2025-12-23
Moat score
79/ 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.
Teradyne, Inc.
Ticker / Exchange
GOOGL - The Nasdaq Stock Market
TER - Nasdaq Stock Market
Market cap (USD)
$3.7T
$31B
Sector
Communication Services
Technology
HQ country
US
US
Primary segment
Google Search & other (Advertising)
Semiconductor Test
Market structure
Quasi-Monopoly
Duopoly
Market share
88%-91% (reported)
27%-30% (implied)
HHI estimate
8,115
3,565
Pricing power
Strong
Moderate
Moat score
86 / 100
79 / 100
Moat domains
Network, Demand, Legal, Supply
Demand, Supply, Network
Last update
2025-12-21
2025-12-23

Moat coverage

Shared moat types

Switching Costs GeneralCapex Knowhow ScaleEcosystem Complements

Alphabet Inc. strengths

Data Network EffectsHabit DefaultTwo Sided NetworkContent Rights CurrencyOperational ExcellenceDefault OS GatewayIncubation & patient capital

Teradyne, Inc. strengths

Format Lock InDesign In QualificationBrand Trust

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%

Teradyne, Inc. segments

Full profile >

Semiconductor Test

Duopoly

77.9%

Product Test

Competitive

11.7%

Robotics

Competitive

10.4%

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.