VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Wednesday, January 7, 2026
Stock Comparison
Netflix, Inc. vs PDD Holdings Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Netflix, Inc.
NFLX · NASDAQ
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 analysisPDD Holdings Inc.
PDD · NASDAQ
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into PDD Holdings Inc.'s moat claims, evidence, and risks.
View PDD analysisComparison highlights
- Moat score gap: Netflix, Inc. leads (65 / 100 vs 44 / 100 for PDD Holdings Inc.).
- Segment focus: Netflix, Inc. has 1 segment (100% in Streaming entertainment platform); PDD Holdings Inc. has 2 segments.
- Moat breadth: Netflix, Inc. has 5 moat types across 4 domains; PDD Holdings Inc. has 4 across 4.
Primary market context
Netflix, Inc.
Streaming entertainment platform
Paid streaming video entertainment (SVOD/AVOD)
Global
Consumers (B2C); advertisers via ad-supported inventory
Streaming platform operator; content producer/licensor
100%
PDD Holdings Inc.
Pinduoduo China marketplace
China online retail marketplace (value-for-money focus)
China
Consumers & third-party merchants
Online marketplace platform
Side-by-side metrics
Moat coverage
Shared moat types
Netflix, Inc. strengths
PDD Holdings Inc. strengths
Segment mix
Netflix, Inc. segments
Full profile >Streaming entertainment platform
Oligopoly
PDD Holdings Inc. segments
Full profile >Pinduoduo China marketplace
Oligopoly
Temu international marketplace
Competitive
Want the full wide moat stocks list?
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View the moat stocks listLooking for expansion-stage stocks?
Proven models entering the expansion stage with unit economics that work.
View expansion-stage stocksCuration & 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 Pricing, features, and availability may be incomplete or out of date.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.