VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Meta Platforms, Inc. vs The Trade Desk, Inc.

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)$1.7T
Gross margin (TTM)82%
Operating margin (TTM)41.4%
Net margin (TTM)30.1%
SectorCommunication Services
IndustryInternet Content & Information
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

The Trade Desk, Inc.

TTD · NASDAQ

Market cap (USD)$12.3B
Gross margin (TTM)78.8%
Operating margin (TTM)18.9%
Net margin (TTM)15.7%
SectorCommunication Services
IndustrySoftware - Application
CountryUS
Data as of2025-12-26
Moat score
62/ 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 The Trade Desk, Inc.'s moat claims, evidence, and risks.

View TTD analysis

Comparison highlights

  • Moat score gap: Meta Platforms, Inc. leads (94 / 100 vs 62 / 100 for The Trade Desk, Inc.).
  • Segment focus: Meta Platforms, Inc. has 2 segments (98.7% in Family of Apps (FoA)); The Trade Desk, Inc. has 1 segment (100% in Advertising Technology Platform (DSP)).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Meta Platforms, Inc. has 6 moat types across 2 domains; The Trade Desk, Inc. has 4 across 2.

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%

The Trade Desk, Inc.

Advertising Technology Platform (DSP)

Market

Demand-side platforms (DSP) for programmatic advertising (open internet)

Geography

Global

Customer

Advertising agencies and advertisers

Role

Buy-side platform / demand aggregation

Revenue share

100%

Side-by-side metrics

Meta Platforms, Inc.
The Trade Desk, Inc.
Ticker / Exchange
META - Nasdaq Global Select Market
TTD - NASDAQ
Market cap (USD)
$1.7T
$12.3B
Gross margin (TTM)
82%
78.8%
Operating margin (TTM)
41.4%
18.9%
Net margin (TTM)
30.1%
15.7%
Sector
Communication Services
Communication Services
Industry
Internet Content & Information
Software - Application
HQ country
US
US
Primary segment
Family of Apps (FoA)
Advertising Technology Platform (DSP)
Market structure
Oligopoly
Competitive
Market share
55%-65% (estimated)
6%-10% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
94 / 100
62 / 100
Moat domains
Network, Supply
Network, Demand
Last update
2025-12-26
2025-12-26

Moat coverage

Shared moat types

Data Network Effects

Meta Platforms, Inc. strengths

Two Sided NetworkDirect Network EffectsEcosystem ComplementsCapex Knowhow ScaleLearning Curve Yield

The Trade Desk, Inc. strengths

Interoperability HubSwitching Costs GeneralStandards Registry

Segment mix

Meta Platforms, Inc. segments

Full profile >

Family of Apps (FoA)

Oligopoly

98.7%

Reality Labs (RL)

Quasi-Monopoly

1.3%

The Trade Desk, Inc. segments

Full profile >

Advertising Technology Platform (DSP)

Competitive

100%

Want the full wide moat stocks list?

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Proven models entering the expansion stage with unit economics that work.

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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.