VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

The Coca-Cola Company vs Universal Music Group N.V.

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

The Coca-Cola Company

KO · New York Stock Exchange

Market cap (USD)$301.9B
SectorConsumer
CountryUS
Data as of2025-12-30
Moat score
79/ 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 Coca-Cola Company's moat claims, evidence, and risks.

View KO 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: The Coca-Cola Company leads (79 / 100 vs 77 / 100 for Universal Music Group N.V.).
  • Segment focus: The Coca-Cola Company has 6 segments (39.6% in North America); Universal Music Group N.V. has 3 segments (75.2% in Recorded Music).
  • Moat breadth: The Coca-Cola Company has 7 moat types across 3 domains; Universal Music Group N.V. has 5 across 3.

Primary market context

The Coca-Cola Company

North America

Market

Nonalcoholic ready-to-drink beverages

Geography

North America (primarily United States and Canada)

Customer

Retailers, foodservice, and consumers

Role

Brand owner and concentrate/syrup producer; system marketing leadership

Revenue share

39.6%

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 Coca-Cola Company
Universal Music Group N.V.
Ticker / Exchange
KO - New York Stock Exchange
UMG - Euronext Amsterdam
Market cap (USD)
$301.9B
n/a
Sector
Consumer
Communication Services
HQ country
US
NL
Primary segment
North America
Recorded Music
Market structure
Oligopoly
Oligopoly
Market share
n/a
31%-33% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
79 / 100
77 / 100
Moat domains
Demand, Supply, Legal
Legal, Supply, Demand
Last update
2025-12-30
2025-12-28

Moat coverage

Shared moat types

Brand TrustLong Term ContractsService Field Network

The Coca-Cola Company strengths

Distribution ControlScope EconomiesIP Choke PointOperational Excellence

Universal Music Group N.V. strengths

Content Rights CurrencyScale Economies Unit Cost

Segment mix

The Coca-Cola Company segments

Full profile >

Europe, Middle East & Africa

Oligopoly

15.8%

Latin America

Oligopoly

13.7%

North America

Oligopoly

39.6%

Asia Pacific

Oligopoly

10.8%

Global Ventures

Competitive

6.6%

Bottling Investments

Competitive

13.2%

Universal Music Group N.V. segments

Full profile >

Recorded Music

Oligopoly

75.2%

Music Publishing

Oligopoly

17.9%

Merchandising and Other

Competitive

7.1%

Want the full wide moat stocks list?

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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.