VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 9, 2026

Stock Comparison

Linde plc vs Netflix, Inc.

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

Linde plc

LIN · Nasdaq Stock Market

Market cap (USD)$202.2B
Gross margin (TTM)40.5%
Operating margin (TTM)27.2%
Net margin (TTM)21.2%
SectorMaterials
IndustryChemicals - Specialty
CountryIE
Data as of2025-12-29
Moat score
72/ 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 Linde plc's moat claims, evidence, and risks.

View LIN 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: Linde plc leads (72 / 100 vs 65 / 100 for Netflix, Inc.).
  • Segment focus: Linde plc has 4 segments (43.8% in Americas); Netflix, Inc. has 1 segment (100% in Streaming entertainment platform).
  • Moat breadth: Linde plc has 5 moat types across 3 domains; Netflix, Inc. has 5 across 4.

Primary market context

Linde plc

Americas

Market

Industrial gases (Americas)

Geography

Americas

Customer

B2B + healthcare

Role

Producer, distributor, on-site plant owner/operator

Revenue share

43.8%

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

Linde plc
Netflix, Inc.
Ticker / Exchange
LIN - Nasdaq Stock Market
NFLX - NASDAQ
Market cap (USD)
$202.2B
$387.5B
Gross margin (TTM)
40.5%
48.1%
Operating margin (TTM)
27.2%
29.1%
Net margin (TTM)
21.2%
24.1%
Sector
Materials
Communication Services
Industry
Chemicals - Specialty
Entertainment
HQ country
IE
US
Primary segment
Americas
Streaming entertainment platform
Market structure
Oligopoly
Oligopoly
Market share
n/a
8.2%-8.4% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
72 / 100
65 / 100
Moat domains
Demand, Supply, Legal
Network, Supply, Legal, Financial
Last update
2025-12-29
2026-01-05

Moat coverage

Shared moat types

Physical Network DensityScale Economies Unit Cost

Linde plc strengths

Long Term ContractsCapex Knowhow ScaleIP Choke Point

Netflix, Inc. strengths

Data Network EffectsContent Rights CurrencyFloat Prepayment

Segment mix

Linde plc segments

Full profile >

Americas

Oligopoly

43.8%

EMEA

Oligopoly

25.3%

APAC

Oligopoly

20.1%

Engineering

Competitive

7%

Netflix, Inc. segments

Full profile >

Streaming entertainment platform

Oligopoly

100%

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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.