VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

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Sunday, December 28, 2025

Stock Comparison

Alphabet Inc. vs Yum China Holdings, 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 >

Yum China Holdings, Inc.

YUMC · New York Stock Exchange

Market cap (USD)
SectorConsumer
CountryUS
Data as of2025-12-28
Moat score
75/ 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.
Yum China Holdings, Inc.
Ticker / Exchange
GOOGL - The Nasdaq Stock Market
YUMC - New York Stock Exchange
Market cap (USD)
$3.7T
n/a
Sector
Communication Services
Consumer
HQ country
US
US
Primary segment
Google Search & other (Advertising)
KFC
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
75 / 100
Moat domains
Network, Demand, Legal, Supply
Legal, Demand, Supply
Last update
2025-12-21
2025-12-28

Moat coverage

Shared moat types

Habit DefaultOperational Excellence

Alphabet Inc. strengths

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

Yum China Holdings, Inc. strengths

Contractual ExclusivityBrand TrustPhysical Network DensitySupply Chain ControlScope 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%

Yum China Holdings, Inc. segments

Full profile >

KFC

Oligopoly

75.3%

Pizza Hut

Competitive

20%

All Other Segments (Emerging brands, delivery & e-commerce)

Competitive

1.6%

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.