VOL. XCIV, NO. 247

* MOAT STOCKS COMPARISON *

NO ADVICE

Friday, December 26, 2025

Stock Comparison

Alphabet Inc. vs United Parcel Service, 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 >

United Parcel Service, Inc.

UPS · New York Stock Exchange

Market cap (USD)$86.5B
SectorIndustrials
CountryUS
Data as of2025-12-22
Moat score
72/ 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.
United Parcel Service, Inc.
Ticker / Exchange
GOOGL - The Nasdaq Stock Market
UPS - New York Stock Exchange
Market cap (USD)
$3.7T
$86.5B
Sector
Communication Services
Industrials
HQ country
US
US
Primary segment
Google Search & other (Advertising)
U.S. Domestic Package
Market structure
Quasi-Monopoly
Oligopoly
Market share
88%-91% (reported)
34.3% (reported)
HHI estimate
8,115
2,639
Pricing power
Strong
Moderate
Moat score
86 / 100
72 / 100
Moat domains
Network, Demand, Legal, Supply
Supply, Financial, Demand
Last update
2025-12-21
2025-12-22

Moat coverage

Shared moat types

Operational Excellence

Alphabet Inc. strengths

Data Network EffectsHabit DefaultTwo Sided NetworkContent Rights CurrencyDefault OS GatewaySwitching Costs GeneralCapex Knowhow ScaleEcosystem ComplementsIncubation & patient capital

United Parcel Service, Inc. strengths

Physical Network DensityScale Economies Unit CostBenchmark Pricing PowerData Workflow LockinBrand TrustService Field NetworkScope Economies

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%

United Parcel Service, Inc. segments

Full profile >

U.S. Domestic Package

Oligopoly

66.3%

International Package

Oligopoly

19.7%

Supply Chain Solutions

Competitive

14%

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.