VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 14, 2026

Stock Comparison

Kimberly-Clark Corporation vs PDD Holdings Inc.

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

Kimberly-Clark Corporation

KMB · New York Stock Exchange

Market cap (USD)$32.5B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorConsumer
Industry
CountryUS
Data as of2026-01-12
Moat score
61/ 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 Kimberly-Clark Corporation's moat claims, evidence, and risks.

View KMB analysis

PDD Holdings Inc.

PDD · NASDAQ

Market cap (USD)$168.7B
Gross margin (TTM)56.7%
Operating margin (TTM)22.1%
Net margin (TTM)24.4%
SectorConsumer
IndustrySpecialty Retail
CountryKY
Data as of2025-12-29
Moat score
44/ 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 PDD Holdings Inc.'s moat claims, evidence, and risks.

View PDD analysis

Comparison highlights

  • Moat score gap: Kimberly-Clark Corporation leads (61 / 100 vs 44 / 100 for PDD Holdings Inc.).
  • Segment focus: Kimberly-Clark Corporation has 3 segments (54.9% in North America); PDD Holdings Inc. has 2 segments.
  • Moat breadth: Kimberly-Clark Corporation has 4 moat types across 2 domains; PDD Holdings Inc. has 4 across 4.

Primary market context

Kimberly-Clark Corporation

North America

Market

North American consumer and professional hygiene products (personal care, consumer tissue, and away-from-home hygiene)

Geography

North America

Customer

Consumers and commercial facilities via retail/e-commerce and distributors

Role

Branded manufacturer and marketer

Revenue share

54.9%

PDD Holdings Inc.

Pinduoduo China marketplace

Market

China online retail marketplace (value-for-money focus)

Geography

China

Customer

Consumers & third-party merchants

Role

Online marketplace platform

Side-by-side metrics

Kimberly-Clark Corporation
PDD Holdings Inc.
Ticker / Exchange
KMB - New York Stock Exchange
PDD - NASDAQ
Market cap (USD)
$32.5B
$168.7B
Gross margin (TTM)
n/a
56.7%
Operating margin (TTM)
n/a
22.1%
Net margin (TTM)
n/a
24.4%
Sector
Consumer
Consumer
Industry
n/a
Specialty Retail
HQ country
US
KY
Primary segment
North America
Pinduoduo China marketplace
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
61 / 100
44 / 100
Moat domains
Demand, Supply
Network, Supply, Financial, Legal
Last update
2026-01-12
2025-12-29

Moat coverage

Shared moat types

Scale Economies Unit Cost

Kimberly-Clark Corporation strengths

Brand TrustDistribution ControlCapex Knowhow Scale

PDD Holdings Inc. strengths

Two Sided NetworkFloat PrepaymentCompliance Advantage

Segment mix

Kimberly-Clark Corporation segments

Full profile >

North America

Oligopoly

54.9%

International Personal Care

Oligopoly

28.5%

International Family Care and Professional

Oligopoly

16.6%

PDD Holdings Inc. segments

Full profile >

Pinduoduo China marketplace

Oligopoly

n/a

Temu international marketplace

Competitive

n/a

Want the full wide moat stocks list?

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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.