VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

Meta Platforms, Inc. vs Universal Music Group N.V.

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

Universal Music Group N.V.

UMG · Euronext Amsterdam

Market cap (USD)$36B
Gross margin (TTM)40.4%
Operating margin (TTM)10.4%
Net margin (TTM)17.5%
SectorCommunication Services
IndustryEntertainment
CountryNL
Data as of2025-12-28
Moat score
77/ 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 Universal Music Group N.V.'s moat claims, evidence, and risks.

View UMG analysis

Comparison highlights

  • Moat score gap: Meta Platforms, Inc. leads (94 / 100 vs 77 / 100 for Universal Music Group N.V.).
  • Segment focus: Meta Platforms, Inc. has 2 segments (98.7% in Family of Apps (FoA)); Universal Music Group N.V. has 3 segments (75.2% in Recorded Music).
  • Moat breadth: Meta Platforms, Inc. has 6 moat types across 2 domains; Universal Music Group N.V. has 5 across 3.

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%

Universal Music Group N.V.

Recorded Music

Market

Recorded music rights (labels) and monetization (streaming, physical, licensing/sync)

Geography

Global

Customer

Digital service providers (audio/video/social), physical retailers, and licensing counterparties

Role

Label / master rights holder; artist development, marketing and distribution

Revenue share

75.2%

Side-by-side metrics

Meta Platforms, Inc.
Universal Music Group N.V.
Ticker / Exchange
META - Nasdaq Global Select Market
UMG - Euronext Amsterdam
Market cap (USD)
$1.7T
$36B
Gross margin (TTM)
82%
40.4%
Operating margin (TTM)
41.4%
10.4%
Net margin (TTM)
30.1%
17.5%
Sector
Communication Services
Communication Services
Industry
Internet Content & Information
Entertainment
HQ country
US
NL
Primary segment
Family of Apps (FoA)
Recorded Music
Market structure
Oligopoly
Oligopoly
Market share
55%-65% (estimated)
31%-33% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
94 / 100
77 / 100
Moat domains
Network, Supply
Legal, Supply, Demand
Last update
2025-12-26
2025-12-28

Moat coverage

Shared moat types

No overlap yet.

Meta Platforms, Inc. strengths

Two Sided NetworkDirect Network EffectsData Network EffectsEcosystem ComplementsCapex Knowhow ScaleLearning Curve Yield

Universal Music Group N.V. strengths

Content Rights CurrencyScale Economies Unit CostBrand TrustLong Term ContractsService Field Network

Segment mix

Meta Platforms, Inc. segments

Full profile >

Family of Apps (FoA)

Oligopoly

98.7%

Reality Labs (RL)

Quasi-Monopoly

1.3%

Universal Music Group N.V. segments

Full profile >

Recorded Music

Oligopoly

75.2%

Music Publishing

Oligopoly

17.9%

Merchandising and Other

Competitive

7.1%

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.