VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Thursday, January 8, 2026

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Stock Comparison

Netflix, Inc. vs Reckitt Benckiser Group plc

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

Reckitt Benckiser Group plc

RKT · London Stock Exchange

Market cap (USD)$40.7B
Gross margin (TTM)60.6%
Operating margin (TTM)19.2%
Net margin (TTM)9.3%
SectorConsumer
IndustryHousehold & Personal Products
CountryGB
Data as of2025-12-28
Moat score
63/ 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 Reckitt Benckiser Group plc's moat claims, evidence, and risks.

View RKT analysis

Comparison highlights

  • Moat score gap: Netflix, Inc. leads (65 / 100 vs 63 / 100 for Reckitt Benckiser Group plc).
  • Segment focus: Netflix, Inc. has 1 segment (100% in Streaming entertainment platform); Reckitt Benckiser Group plc has 3 segments (70.8% in Core Reckitt).
  • Moat breadth: Netflix, Inc. has 5 moat types across 4 domains; Reckitt Benckiser Group plc has 5 across 3.

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%

Reckitt Benckiser Group plc

Core Reckitt

Market

Branded consumer health and hygiene (self-care OTC, intimate wellness, germ protection, household care)

Geography

Global

Customer

Consumers via mass retail, e-commerce and pharmacy channels

Role

Branded consumer goods manufacturer / brand owner

Revenue share

70.8%

Side-by-side metrics

Netflix, Inc.
Reckitt Benckiser Group plc
Ticker / Exchange
NFLX - NASDAQ
RKT - London Stock Exchange
Market cap (USD)
$387.5B
$40.7B
Gross margin (TTM)
48.1%
60.6%
Operating margin (TTM)
29.1%
19.2%
Net margin (TTM)
24.1%
9.3%
Sector
Communication Services
Consumer
Industry
Entertainment
Household & Personal Products
HQ country
US
GB
Primary segment
Streaming entertainment platform
Core Reckitt
Market structure
Oligopoly
Oligopoly
Market share
8.2%-8.4% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
65 / 100
63 / 100
Moat domains
Network, Supply, Legal, Financial
Demand, Legal, Supply
Last update
2026-01-05
2025-12-28

Moat coverage

Shared moat types

Scale Economies Unit Cost

Netflix, Inc. strengths

Data Network EffectsContent Rights CurrencyPhysical Network DensityFloat Prepayment

Reckitt Benckiser Group plc strengths

Brand TrustRegulated Standards PipeScope EconomiesDesign In Qualification

Segment mix

Netflix, Inc. segments

Full profile >

Streaming entertainment platform

Oligopoly

100%

Reckitt Benckiser Group plc segments

Full profile >

Core Reckitt

Oligopoly

70.8%

Essential Home

Competitive

14.3%

Mead Johnson Nutrition

Oligopoly

14.9%

Want the full wide moat stocks list?

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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.