VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Friday, January 9, 2026

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Stock Comparison

KKR & Co. Inc. vs Lotus Bakeries NV

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

KKR & Co. Inc.

KKR · New York Stock Exchange

Market cap (USD)$119.9B
Gross margin (TTM)19.5%
Operating margin (TTM)2.6%
Net margin (TTM)14.1%
SectorFinancials
IndustryAsset Management
CountryUS
Data as of2026-01-06
Moat score
67/ 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 KKR & Co. Inc.'s moat claims, evidence, and risks.

View KKR analysis

Lotus Bakeries NV

LOTB · Euronext Brussels

Market cap (USD)$6.9B
Gross margin (TTM)28.7%
Operating margin (TTM)16.5%
Net margin (TTM)12.3%
SectorConsumer
IndustryPackaged Foods
CountryBE
Data as of2026-01-06
Moat score
64/ 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 Lotus Bakeries NV's moat claims, evidence, and risks.

View LOTB analysis

Comparison highlights

  • Moat score gap: KKR & Co. Inc. leads (67 / 100 vs 64 / 100 for Lotus Bakeries NV).
  • Segment focus: KKR & Co. Inc. has 3 segments (52.3% in Asset Management); Lotus Bakeries NV has 3 segments (56% in Lotus Biscoff).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: KKR & Co. Inc. has 7 moat types across 4 domains; Lotus Bakeries NV has 5 across 2.

Primary market context

KKR & Co. Inc.

Asset Management

Market

Alternative asset management (private equity, private credit, real assets, and related strategies)

Geography

Global

Customer

Institutional and wealth investors (LPs) allocating to private markets

Role

General partner / investment manager

Revenue share

52.3%

Lotus Bakeries NV

Lotus Biscoff

Market

Branded caramelised biscuits (speculoos) and Biscoff spread

Geography

Global

Customer

Consumers via retail and away-from-home channels

Role

Brand owner and manufacturer

Revenue share

56%

Side-by-side metrics

KKR & Co. Inc.
Lotus Bakeries NV
Ticker / Exchange
KKR - New York Stock Exchange
LOTB - Euronext Brussels
Market cap (USD)
$119.9B
$6.9B
Gross margin (TTM)
19.5%
28.7%
Operating margin (TTM)
2.6%
16.5%
Net margin (TTM)
14.1%
12.3%
Sector
Financials
Consumer
Industry
Asset Management
Packaged Foods
HQ country
US
BE
Primary segment
Asset Management
Lotus Biscoff
Market structure
Oligopoly
Oligopoly
Market share
3.5%-5% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
67 / 100
64 / 100
Moat domains
Demand, Supply, Financial, Legal
Demand, Supply
Last update
2026-01-06
2026-01-06

Moat coverage

Shared moat types

Brand Trust

KKR & Co. Inc. strengths

Long Term ContractsScale Economies Unit CostDeal sourcing and origination relationshipsFloat PrepaymentCompliance AdvantageCapital markets and exit execution capability

Lotus Bakeries NV strengths

Habit DefaultCapacity MoatCapex Knowhow ScaleDistribution Control

Segment mix

KKR & Co. Inc. segments

Full profile >

Asset Management

Oligopoly

52.3%

Insurance

Competitive

46.5%

Strategic Holdings

Competitive

1.2%

Lotus Bakeries NV segments

Full profile >

Lotus Biscoff

Oligopoly

56%

Lotus Natural Foods

Competitive

24%

Lotus Local Heroes

Competitive

20%

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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Looking for expansion-stage stocks?

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

View expansion-stage stocks

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.