VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Lifco AB (publ) vs PDD Holdings Inc.

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

Lifco AB (publ)

LIFCO-B · Nasdaq Stockholm

Market cap (USD)$152.8B
Gross margin (TTM)43.9%
Operating margin (TTM)18.4%
Net margin (TTM)12.8%
SectorIndustrials
IndustryConglomerates
CountrySE
Data as of2026-01-06
Moat score
58/ 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 Lifco AB (publ)'s moat claims, evidence, and risks.

View LIFCO-B analysis

PDD Holdings Inc.

PDD · NASDAQ

Market cap (USD)$166.7B
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: Lifco AB (publ) leads (58 / 100 vs 44 / 100 for PDD Holdings Inc.).
  • Segment focus: Lifco AB (publ) has 3 segments (51.2% in Systems Solutions); PDD Holdings Inc. has 2 segments.
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Lifco AB (publ) has 8 moat types across 2 domains; PDD Holdings Inc. has 4 across 4.

Primary market context

Lifco AB (publ)

Systems Solutions

Market

Niche B2B systems solutions (contract manufacturing, environmental technology, infrastructure products, special products, transportation products)

Geography

Primarily Europe; global customers where applicable

Customer

B2B OEMs and industrial customers

Role

Niche manufacturer and systems solution provider

Revenue share

51.2%

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

Lifco AB (publ)
PDD Holdings Inc.
Ticker / Exchange
LIFCO-B - Nasdaq Stockholm
PDD - NASDAQ
Market cap (USD)
$152.8B
$166.7B
Gross margin (TTM)
43.9%
56.7%
Operating margin (TTM)
18.4%
22.1%
Net margin (TTM)
12.8%
24.4%
Sector
Industrials
Consumer
Industry
Conglomerates
Specialty Retail
HQ country
SE
KY
Primary segment
Systems Solutions
Pinduoduo China marketplace
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
58 / 100
44 / 100
Moat domains
Supply, Demand
Network, Supply, Financial, Legal
Last update
2026-01-06
2025-12-29

Moat coverage

Shared moat types

No overlap yet.

Lifco AB (publ) strengths

Distribution ControlService Field NetworkInstalled Base ConsumablesData Workflow LockinCapex Knowhow ScaleBrand TrustDesign In QualificationOperational Excellence

PDD Holdings Inc. strengths

Two Sided NetworkScale Economies Unit CostFloat PrepaymentCompliance Advantage

Segment mix

Lifco AB (publ) segments

Full profile >

Dental

Oligopoly

24.1%

Demolition & Tools

Oligopoly

24.7%

Systems Solutions

Competitive

51.2%

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?

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.