VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Lotus Bakeries NV vs NVIDIA Corporation

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

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

NVIDIA Corporation

NVDA · Nasdaq Stock Market

Market cap (USD)$4.6T
Gross margin (TTM)70.1%
Operating margin (TTM)58.8%
Net margin (TTM)53%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2025-12-26
Moat score
97/ 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 NVIDIA Corporation's moat claims, evidence, and risks.

View NVDA analysis

Comparison highlights

  • Moat score gap: NVIDIA Corporation leads (97 / 100 vs 64 / 100 for Lotus Bakeries NV).
  • Segment focus: Lotus Bakeries NV has 3 segments (56% in Lotus Biscoff); NVIDIA Corporation has 5 segments (88.3% in Data Center).
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Strong vs Strong.
  • Moat breadth: Lotus Bakeries NV has 5 moat types across 2 domains; NVIDIA Corporation has 7 across 3.

Primary market context

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%

NVIDIA Corporation

Data Center

Market

Data center accelerated computing (AI GPUs, systems, and networking)

Geography

Global

Customer

Hyperscale cloud providers, enterprises, public sector (often via OEMs/ODMs and integrators)

Role

Fabless designer and platform supplier (chips, systems, software)

Revenue share

88.3%

Side-by-side metrics

Lotus Bakeries NV
NVIDIA Corporation
Ticker / Exchange
LOTB - Euronext Brussels
NVDA - Nasdaq Stock Market
Market cap (USD)
$6.9B
$4.6T
Gross margin (TTM)
28.7%
70.1%
Operating margin (TTM)
16.5%
58.8%
Net margin (TTM)
12.3%
53%
Sector
Consumer
Technology
Industry
Packaged Foods
Semiconductors
HQ country
BE
US
Primary segment
Lotus Biscoff
Data Center
Market structure
Oligopoly
Quasi-Monopoly
Market share
n/a
78%-85% (estimated)
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
64 / 100
97 / 100
Moat domains
Demand, Supply
Demand, Network, Supply
Last update
2026-01-06
2025-12-26

Moat coverage

Shared moat types

Capacity Moat

Lotus Bakeries NV strengths

Brand TrustHabit DefaultCapex Knowhow ScaleDistribution Control

NVIDIA Corporation strengths

Data Workflow LockinEcosystem ComplementsOperational ExcellenceDesign In QualificationSuite BundlingResidual / non-core revenue

Segment mix

Lotus Bakeries NV segments

Full profile >

Lotus Biscoff

Oligopoly

56%

Lotus Natural Foods

Competitive

24%

Lotus Local Heroes

Competitive

20%

NVIDIA Corporation segments

Full profile >

Data Center

Quasi-Monopoly

88.3%

Gaming

Duopoly

8.7%

Professional Visualization

Oligopoly

1.4%

Automotive

Competitive

1.3%

OEM & Other

Competitive

0.3%

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.