VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

McDonald's Corporation vs Meta Platforms, Inc.

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

McDonald's Corporation

MCD · New York Stock Exchange

Market cap (USD)$221.3B
SectorConsumer
CountryUS
Data as of2025-12-30
Moat score
80/ 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 McDonald's Corporation's moat claims, evidence, and risks.

View MCD analysis

Meta Platforms, Inc.

META · Nasdaq Global Select Market

Market cap (USD)$1.8T
SectorCommunication Services
CountryUS
Data as of2025-12-26
Moat score
94/ 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 Meta Platforms, Inc.'s moat claims, evidence, and risks.

View META analysis

Comparison highlights

  • Moat score gap: Meta Platforms, Inc. leads (94 / 100 vs 80 / 100 for McDonald's Corporation).
  • Segment focus: McDonald's Corporation has 3 segments (48.7% in International Operated Markets); Meta Platforms, Inc. has 2 segments (98.7% in Family of Apps (FoA)).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: McDonald's Corporation has 5 moat types across 2 domains; Meta Platforms, Inc. has 6 across 2.

Primary market context

McDonald's Corporation

International Operated Markets

Market

Quick-service restaurants and informal eating out (IEO)

Geography

International operated markets (e.g., Australia, Canada, France, Germany, Italy, Poland, Spain, U.K.)

Customer

Consumers (end customers) and franchisees (B2B system partners)

Role

Franchisor / restaurant operator

Revenue share

48.7%

Meta Platforms, Inc.

Family of Apps (FoA)

Market

Global social media platforms & social media advertising

Geography

Global

Customer

Consumers and advertisers

Role

Two-sided platform (attention + ad auction)

Revenue share

98.7%

Side-by-side metrics

McDonald's Corporation
Meta Platforms, Inc.
Ticker / Exchange
MCD - New York Stock Exchange
META - Nasdaq Global Select Market
Market cap (USD)
$221.3B
$1.8T
Sector
Consumer
Communication Services
HQ country
US
US
Primary segment
International Operated Markets
Family of Apps (FoA)
Market structure
Competitive
Oligopoly
Market share
n/a
55%-65% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
80 / 100
94 / 100
Moat domains
Demand, Supply
Network, Supply
Last update
2025-12-30
2025-12-26

Moat coverage

Shared moat types

No overlap yet.

McDonald's Corporation strengths

Brand TrustPhysical Network DensityDistribution ControlOperational ExcellenceLong Term Contracts

Meta Platforms, Inc. strengths

Two Sided NetworkDirect Network EffectsData Network EffectsEcosystem ComplementsCapex Knowhow ScaleLearning Curve Yield

Segment mix

McDonald's Corporation segments

Full profile >

U.S.

Competitive

41%

International Operated Markets

Competitive

48.7%

International Developmental Licensed Markets & Corporate

Competitive

10.3%

Meta Platforms, Inc. segments

Full profile >

Family of Apps (FoA)

Oligopoly

98.7%

Reality Labs (RL)

Quasi-Monopoly

1.3%

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.