VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Masco Corporation vs Spotify Technology S.A.

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

Masco Corporation

MAS · New York Stock Exchange

Market cap (USD)$13.3B
Gross margin (TTM)35.7%
Operating margin (TTM)17%
Net margin (TTM)10.9%
SectorIndustrials
IndustryConstruction
CountryUS
Data as of2025-12-26
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 Masco Corporation's moat claims, evidence, and risks.

View MAS analysis

Spotify Technology S.A.

SPOT · New York Stock Exchange

Market cap (USD)$121.5B
Gross margin (TTM)31.8%
Operating margin (TTM)11.7%
Net margin (TTM)8.3%
SectorCommunication Services
IndustryInternet Content & Information
CountryLU
Data as of2026-01-06
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 Spotify Technology S.A.'s moat claims, evidence, and risks.

View SPOT analysis

Comparison highlights

  • Moat score gap: Masco Corporation leads (72 / 100 vs 65 / 100 for Spotify Technology S.A.).
  • Segment focus: Masco Corporation has 2 segments (62% in Plumbing Products); Spotify Technology S.A. has 2 segments (88.2% in Premium (subscription)).
  • Moat breadth: Masco Corporation has 3 moat types across 3 domains; Spotify Technology S.A. has 6 across 4.

Primary market context

Masco Corporation

Plumbing Products

Market

Residential plumbing fixtures and fittings (faucets, showers, valves, bath hardware, sinks) and plumbing components

Geography

North America and Europe

Customer

Home center retailers, wholesalers/distributors and online retailers; end users include plumbers, contractors, remodelers, homebuilders and consumers

Role

Branded manufacturer

Revenue share

62%

Spotify Technology S.A.

Premium (subscription)

Market

Paid music and audio streaming subscriptions

Geography

Global

Customer

Consumers (end-users) and distribution partners (e.g., telcos)

Role

Streaming platform operator

Revenue share

88.2%

Side-by-side metrics

Masco Corporation
Spotify Technology S.A.
Ticker / Exchange
MAS - New York Stock Exchange
SPOT - New York Stock Exchange
Market cap (USD)
$13.3B
$121.5B
Gross margin (TTM)
35.7%
31.8%
Operating margin (TTM)
17%
11.7%
Net margin (TTM)
10.9%
8.3%
Sector
Industrials
Communication Services
Industry
Construction
Internet Content & Information
HQ country
US
LU
Primary segment
Plumbing Products
Premium (subscription)
Market structure
Oligopoly
Oligopoly
Market share
n/a
31%-33% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
72 / 100
65 / 100
Moat domains
Demand, Supply, Legal
Network, Demand, Legal, Supply
Last update
2025-12-26
2026-01-06

Moat coverage

Shared moat types

Brand Trust

Masco Corporation strengths

Scope EconomiesContractual Exclusivity

Spotify Technology S.A. strengths

Data Network EffectsInteroperability HubTwo Sided NetworkContent Rights CurrencyScale Economies Unit Cost

Segment mix

Masco Corporation segments

Full profile >

Plumbing Products

Oligopoly

62%

Decorative Architectural Products

Oligopoly

38%

Spotify Technology S.A. segments

Full profile >

Premium (subscription)

Oligopoly

88.2%

Ad-Supported (advertising)

Competitive

11.8%

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.