VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Moody's Corporation vs Netflix, Inc.

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

Moody's Corporation

MCO · New York Stock Exchange

Market cap (USD)$94.7B
Gross margin (TTM)67.5%
Operating margin (TTM)43.5%
Net margin (TTM)29.9%
SectorFinancials
IndustryFinancial - Data & Stock Exchanges
CountryUS
Data as of2025-12-21
Moat score
79/ 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 Moody's Corporation's moat claims, evidence, and risks.

View MCO 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: Moody's Corporation leads (79 / 100 vs 65 / 100 for Netflix, Inc.).
  • Segment focus: Moody's Corporation has 2 segments (53.5% in Moody's Investors Service (Credit Ratings)); Netflix, Inc. has 1 segment (100% in Streaming entertainment platform).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Moody's Corporation has 5 moat types across 4 domains; Netflix, Inc. has 5 across 4.

Primary market context

Moody's Corporation

Moody's Investors Service (Credit Ratings)

Market

Credit ratings and ratings-related research

Geography

Global

Customer

Issuers, investors, regulators

Role

Credit rating agency / research provider

Revenue share

53.5%

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

Moody's Corporation
Netflix, Inc.
Ticker / Exchange
MCO - New York Stock Exchange
NFLX - NASDAQ
Market cap (USD)
$94.7B
$387.5B
Gross margin (TTM)
67.5%
48.1%
Operating margin (TTM)
43.5%
29.1%
Net margin (TTM)
29.9%
24.1%
Sector
Financials
Communication Services
Industry
Financial - Data & Stock Exchanges
Entertainment
HQ country
US
US
Primary segment
Moody's Investors Service (Credit Ratings)
Streaming entertainment platform
Market structure
Oligopoly
Oligopoly
Market share
29%-32% (estimated)
8.2%-8.4% (reported)
HHI estimate
3,568
n/a
Pricing power
Strong
Moderate
Moat score
79 / 100
65 / 100
Moat domains
Legal, Network, Demand, Supply
Network, Supply, Legal, Financial
Last update
2025-12-21
2026-01-05

Moat coverage

Shared moat types

No overlap yet.

Moody's Corporation strengths

Regulated Standards PipeDe Facto StandardBrand TrustData Workflow LockinScope Economies

Netflix, Inc. strengths

Data Network EffectsScale Economies Unit CostContent Rights CurrencyPhysical Network DensityFloat Prepayment

Segment mix

Moody's Corporation segments

Full profile >

Moody's Investors Service (Credit Ratings)

Oligopoly

53.5%

Moody's Analytics (Risk & Data/Software)

Competitive

46.5%

Netflix, Inc. segments

Full profile >

Streaming entertainment platform

Oligopoly

100%

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.