VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

MercadoLibre, Inc. vs VeriSign, Inc.

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

MercadoLibre, Inc.

MELI · NASDAQ

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-29
Moat score
73/ 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 MercadoLibre, Inc.'s moat claims, evidence, and risks.

View MELI analysis

VeriSign, Inc.

VRSN · Nasdaq Global Select Market

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-31
Moat score
100/ 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 VeriSign, Inc.'s moat claims, evidence, and risks.

View VRSN analysis

Comparison highlights

  • Moat score gap: VeriSign, Inc. leads (100 / 100 vs 73 / 100 for MercadoLibre, Inc.).
  • Segment focus: MercadoLibre, Inc. has 2 segments (58.5% in Commerce (Marketplace, logistics, ads, classifieds)); VeriSign, Inc. has 1 segment (100% in Naming Services (.com and .net registry)).
  • Primary market structure: Oligopoly vs Monopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: MercadoLibre, Inc. has 6 moat types across 4 domains; VeriSign, Inc. has 4 across 4.

Primary market context

MercadoLibre, Inc.

Commerce (Marketplace, logistics, ads, classifieds)

Market

Latin American e-commerce marketplace and commerce services (online marketplace, 1P retail, fulfillment/logistics, advertising)

Geography

Latin America (Brazil, Mexico, Argentina and other countries)

Customer

Consumers (buyers) and merchants/brands (sellers), including MSMEs

Role

Marketplace operator + retailer + logistics orchestrator

Revenue share

58.5%

VeriSign, Inc.

Naming Services (.com and .net registry)

Market

Registry operator services for .com and .net top-level domains (domain registrations + authoritative DNS resolution)

Geography

Global

Customer

ICANN-accredited domain registrars (wholesale) and, indirectly, registrants

Role

Registry operator / DNS infrastructure provider

Revenue share

100%

Side-by-side metrics

MercadoLibre, Inc.
VeriSign, Inc.
Ticker / Exchange
MELI - NASDAQ
VRSN - Nasdaq Global Select Market
Market cap (USD)
n/a
n/a
Sector
Technology
Technology
HQ country
US
US
Primary segment
Commerce (Marketplace, logistics, ads, classifieds)
Naming Services (.com and .net registry)
Market structure
Oligopoly
Monopoly
Market share
n/a
100% (reported)
HHI estimate
n/a
10,000
Pricing power
Moderate
Strong
Moat score
73 / 100
100 / 100
Moat domains
Network, Supply, Demand, Legal
Legal, Network, Supply, Financial
Last update
2025-12-29
2025-12-31

Moat coverage

Shared moat types

No overlap yet.

MercadoLibre, Inc. strengths

Two Sided NetworkEcosystem ComplementsDistribution ControlSwitching Costs GeneralData Workflow LockinCompliance Advantage

VeriSign, Inc. strengths

Concession LicenseDe Facto StandardOperational ExcellenceFloat Prepayment

Segment mix

MercadoLibre, Inc. segments

Full profile >

Commerce (Marketplace, logistics, ads, classifieds)

Oligopoly

58.5%

Fintech (Mercado Pago & credit)

Competitive

41.5%

VeriSign, Inc. segments

Full profile >

Naming Services (.com and .net registry)

Monopoly

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.