VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Gartner, Inc. vs Netflix, Inc.

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

Gartner, Inc.

IT · New York Stock Exchange

Market cap (USD)$18.4B
Gross margin (TTM)68.2%
Operating margin (TTM)15.6%
Net margin (TTM)13.7%
SectorTechnology
IndustryInformation Technology Services
CountryUS
Data as of2025-12-30
Moat score
74/ 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 Gartner, Inc.'s moat claims, evidence, and risks.

View IT analysis

Netflix, Inc.

NFLX · NASDAQ

Market cap (USD)$387.5B
Gross margin (TTM)48.1%
Operating margin (TTM)29.1%
Net margin (TTM)24.1%
SectorCommunication Services
IndustryEntertainment
CountryUS
Data as of2026-01-05
Moat score
65/ 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 Netflix, Inc.'s moat claims, evidence, and risks.

View NFLX analysis

Comparison highlights

  • Moat score gap: Gartner, Inc. leads (74 / 100 vs 65 / 100 for Netflix, Inc.).
  • Segment focus: Gartner, Inc. has 3 segments (81.8% in Insights); Netflix, Inc. has 1 segment (100% in Streaming entertainment platform).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Gartner, Inc. has 4 moat types across 2 domains; Netflix, Inc. has 5 across 4.

Primary market context

Gartner, Inc.

Insights

Market

IT research and executive advisory subscriptions (insights, benchmarks, and expert access)

Geography

Global

Customer

Enterprise executives and teams (technology leaders and business function leaders)

Role

Subscription-based analyst and advisory provider

Revenue share

81.8%

Netflix, Inc.

Streaming entertainment platform

Market

Paid streaming video entertainment (SVOD/AVOD)

Geography

Global

Customer

Consumers (B2C); advertisers via ad-supported inventory

Role

Streaming platform operator; content producer/licensor

Revenue share

100%

Side-by-side metrics

Gartner, Inc.
Netflix, Inc.
Ticker / Exchange
IT - New York Stock Exchange
NFLX - NASDAQ
Market cap (USD)
$18.4B
$387.5B
Gross margin (TTM)
68.2%
48.1%
Operating margin (TTM)
15.6%
29.1%
Net margin (TTM)
13.7%
24.1%
Sector
Technology
Communication Services
Industry
Information Technology Services
Entertainment
HQ country
US
US
Primary segment
Insights
Streaming entertainment platform
Market structure
Oligopoly
Oligopoly
Market share
n/a
8.2%-8.4% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
74 / 100
65 / 100
Moat domains
Demand, Network
Network, Supply, Legal, Financial
Last update
2025-12-30
2026-01-05

Moat coverage

Shared moat types

No overlap yet.

Gartner, Inc. strengths

Switching Costs GeneralBrand TrustSuite BundlingTwo Sided Network

Netflix, Inc. strengths

Data Network EffectsScale Economies Unit CostContent Rights CurrencyPhysical Network DensityFloat Prepayment

Segment mix

Gartner, Inc. segments

Full profile >

Insights

Oligopoly

81.8%

Conferences

Competitive

9.3%

Consulting

Competitive

8.9%

Netflix, Inc. segments

Full profile >

Streaming entertainment platform

Oligopoly

100%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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Proven models entering the expansion stage with unit economics that work.

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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.