VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

The Home Depot, Inc. vs Universal Music Group N.V.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

The Home Depot, Inc.

HD · New York Stock Exchange

Market cap (USD)$345.9B
SectorConsumer
CountryUS
Data as of2025-12-30
Moat score
69/ 100

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

Full stock profile

Dive deeper into The Home Depot, Inc.'s moat claims, evidence, and risks.

View HD analysis

Universal Music Group N.V.

UMG · Euronext Amsterdam

Market cap (USD)
SectorCommunication Services
CountryNL
Data as of2025-12-28
Moat score
77/ 100

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

Full stock profile

Dive deeper into Universal Music Group N.V.'s moat claims, evidence, and risks.

View UMG analysis

Comparison highlights

  • Moat score gap: Universal Music Group N.V. leads (77 / 100 vs 69 / 100 for The Home Depot, Inc.).
  • Segment focus: The Home Depot, Inc. has 2 segments (96% in Primary segment - North American home improvement retail (stores + online)); Universal Music Group N.V. has 3 segments (75.2% in Recorded Music).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: The Home Depot, Inc. has 4 moat types across 2 domains; Universal Music Group N.V. has 5 across 3.

Primary market context

The Home Depot, Inc.

Primary segment - North American home improvement retail (stores + online)

Market

Home improvement retail (omnichannel)

Geography

North America (US, Canada, Mexico)

Customer

DIY homeowners and professional contractors

Role

Retailer

Revenue share

96%

Universal Music Group N.V.

Recorded Music

Market

Recorded music rights (labels) and monetization (streaming, physical, licensing/sync)

Geography

Global

Customer

Digital service providers (audio/video/social), physical retailers, and licensing counterparties

Role

Label / master rights holder; artist development, marketing and distribution

Revenue share

75.2%

Side-by-side metrics

The Home Depot, Inc.
Universal Music Group N.V.
Ticker / Exchange
HD - New York Stock Exchange
UMG - Euronext Amsterdam
Market cap (USD)
$345.9B
n/a
Sector
Consumer
Communication Services
HQ country
US
NL
Primary segment
Primary segment - North American home improvement retail (stores + online)
Recorded Music
Market structure
Competitive
Oligopoly
Market share
n/a
31%-33% (estimated)
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
69 / 100
77 / 100
Moat domains
Supply, Demand
Legal, Supply, Demand
Last update
2025-12-30
2025-12-28

Moat coverage

Shared moat types

Scale Economies Unit Cost

The Home Depot, Inc. strengths

Physical Network DensityDistribution ControlProcurement Inertia

Universal Music Group N.V. strengths

Content Rights CurrencyBrand TrustLong Term ContractsService Field Network

Segment mix

The Home Depot, Inc. segments

Full profile >

Primary segment - North American home improvement retail (stores + online)

Competitive

96%

Other - Specialty trade distribution (SRS: roofing, landscape, pool)

Competitive

4%

Universal Music Group N.V. segments

Full profile >

Recorded Music

Oligopoly

75.2%

Music Publishing

Oligopoly

17.9%

Merchandising and Other

Competitive

7.1%

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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.