VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Mondelez International, Inc. vs Netflix, Inc.

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

Mondelez International, Inc.

MDLZ · Nasdaq Global Select Market

Market cap (USD)$69.4B
Gross margin (TTM)31.1%
Operating margin (TTM)11.2%
Net margin (TTM)9.4%
SectorConsumer
IndustryFood Confectioners
CountryUS
Data as of2025-12-23
Moat score
66/ 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 Mondelez International, Inc.'s moat claims, evidence, and risks.

View MDLZ 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: Mondelez International, Inc. leads (66 / 100 vs 65 / 100 for Netflix, Inc.).
  • Segment focus: Mondelez International, Inc. has 5 segments (48.9% in Biscuits & Baked Snacks); Netflix, Inc. has 1 segment (100% in Streaming entertainment platform).
  • Moat breadth: Mondelez International, Inc. has 4 moat types across 3 domains; Netflix, Inc. has 5 across 4.

Primary market context

Mondelez International, Inc.

Biscuits & Baked Snacks

Market

Branded biscuits, cookies, crackers and baked snacks

Geography

Global

Customer

Consumer (via retail and e-commerce)

Role

Branded manufacturer

Revenue share

48.9%

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

Mondelez International, Inc.
Netflix, Inc.
Ticker / Exchange
MDLZ - Nasdaq Global Select Market
NFLX - NASDAQ
Market cap (USD)
$69.4B
$387.5B
Gross margin (TTM)
31.1%
48.1%
Operating margin (TTM)
11.2%
29.1%
Net margin (TTM)
9.4%
24.1%
Sector
Consumer
Communication Services
Industry
Food Confectioners
Entertainment
HQ country
US
US
Primary segment
Biscuits & Baked Snacks
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
66 / 100
65 / 100
Moat domains
Demand, Supply, Legal
Network, Supply, Legal, Financial
Last update
2025-12-23
2026-01-05

Moat coverage

Shared moat types

No overlap yet.

Mondelez International, Inc. strengths

Brand TrustDistribution ControlIP Choke PointSupply Chain Control

Netflix, Inc. strengths

Data Network EffectsScale Economies Unit CostContent Rights CurrencyPhysical Network DensityFloat Prepayment

Segment mix

Mondelez International, Inc. segments

Full profile >

Biscuits & Baked Snacks

Oligopoly

48.9%

Chocolate

Oligopoly

30.9%

Gum & Candy

Oligopoly

11.1%

Beverages

Competitive

3%

Cheese & Grocery

Competitive

6.2%

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.