VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Meta Platforms, Inc. vs QUALCOMM Incorporated

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

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

QUALCOMM Incorporated

QCOM · NASDAQ Global Select Market

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-30
Moat score
70/ 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 QUALCOMM Incorporated's moat claims, evidence, and risks.

View QCOM analysis

Comparison highlights

  • Moat score gap: Meta Platforms, Inc. leads (94 / 100 vs 70 / 100 for QUALCOMM Incorporated).
  • Segment focus: Meta Platforms, Inc. has 2 segments (98.7% in Family of Apps (FoA)); QUALCOMM Incorporated has 4 segments (62.8% in Handset chipsets (Snapdragon platforms)).
  • Moat breadth: Meta Platforms, Inc. has 6 moat types across 2 domains; QUALCOMM Incorporated has 7 across 4.

Primary market context

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%

QUALCOMM Incorporated

Handset chipsets (Snapdragon platforms)

Market

Smartphone application processors and cellular modem/RF platforms

Geography

Global

Customer

Smartphone OEMs

Role

fabless semiconductor/platform supplier

Revenue share

62.8%

Side-by-side metrics

Meta Platforms, Inc.
QUALCOMM Incorporated
Ticker / Exchange
META - Nasdaq Global Select Market
QCOM - NASDAQ Global Select Market
Market cap (USD)
$1.8T
n/a
Sector
Communication Services
Technology
HQ country
US
US
Primary segment
Family of Apps (FoA)
Handset chipsets (Snapdragon platforms)
Market structure
Oligopoly
Oligopoly
Market share
55%-65% (estimated)
22%-26% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
94 / 100
70 / 100
Moat domains
Network, Supply
Supply, Network, Demand, Legal
Last update
2025-12-26
2025-12-30

Moat coverage

Shared moat types

Ecosystem ComplementsCapex Knowhow Scale

Meta Platforms, Inc. strengths

Two Sided NetworkDirect Network EffectsData Network EffectsLearning Curve Yield

QUALCOMM Incorporated strengths

Keystone ComponentDesign In QualificationScope EconomiesIP Choke PointLong Term Contracts

Segment mix

Meta Platforms, Inc. segments

Full profile >

Family of Apps (FoA)

Oligopoly

98.7%

Reality Labs (RL)

Quasi-Monopoly

1.3%

QUALCOMM Incorporated segments

Full profile >

Handset chipsets (Snapdragon platforms)

Oligopoly

62.8%

Automotive silicon (connectivity, digital cockpit, ADAS/AD)

Oligopoly

8.9%

IoT silicon (consumer, industrial, edge networking)

Competitive

14.9%

Wireless technology licensing (cellular SEPs, royalties)

Oligopoly

12.6%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.