VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Netflix, Inc. vs Otis Worldwide Corporation

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

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

Otis Worldwide Corporation

OTIS · New York Stock Exchange

Market cap (USD)$35.2B
Gross margin (TTM)30.4%
Operating margin (TTM)15.2%
Net margin (TTM)9.4%
SectorIndustrials
IndustryIndustrial - Machinery
CountryUS
Data as of2025-12-26
Moat score
67/ 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 Otis Worldwide Corporation's moat claims, evidence, and risks.

View OTIS analysis

Comparison highlights

  • Moat score gap: Otis Worldwide Corporation leads (67 / 100 vs 65 / 100 for Netflix, Inc.).
  • Segment focus: Netflix, Inc. has 1 segment (100% in Streaming entertainment platform); Otis Worldwide Corporation has 2 segments (62.4% in Service).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Netflix, Inc. has 5 moat types across 4 domains; Otis Worldwide Corporation has 7 across 2.

Primary market context

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%

Otis Worldwide Corporation

Service

Market

Elevator and escalator maintenance, repair and modernization services

Geography

Global

Customer

Building owners, facility managers, housing associations, government agencies

Role

Service provider / modernizer

Revenue share

62.4%

Side-by-side metrics

Netflix, Inc.
Otis Worldwide Corporation
Ticker / Exchange
NFLX - NASDAQ
OTIS - New York Stock Exchange
Market cap (USD)
$387.5B
$35.2B
Gross margin (TTM)
48.1%
30.4%
Operating margin (TTM)
29.1%
15.2%
Net margin (TTM)
24.1%
9.4%
Sector
Communication Services
Industrials
Industry
Entertainment
Industrial - Machinery
HQ country
US
US
Primary segment
Streaming entertainment platform
Service
Market structure
Oligopoly
Competitive
Market share
8.2%-8.4% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
65 / 100
67 / 100
Moat domains
Network, Supply, Legal, Financial
Demand, Supply
Last update
2026-01-05
2025-12-26

Moat coverage

Shared moat types

No overlap yet.

Netflix, Inc. strengths

Data Network EffectsScale Economies Unit CostContent Rights CurrencyPhysical Network DensityFloat Prepayment

Otis Worldwide Corporation strengths

Design In QualificationOperational ExcellenceBrand TrustInstalled Base ConsumablesService Field NetworkLong Term ContractsData Workflow Lockin

Segment mix

Netflix, Inc. segments

Full profile >

Streaming entertainment platform

Oligopoly

100%

Otis Worldwide Corporation segments

Full profile >

New Equipment

Competitive

37.6%

Service

Competitive

62.4%

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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Looking for expansion-stage stocks?

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.