VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Saturday, January 10, 2026

Stock Comparison

Netflix, Inc. vs The Italian Sea Group S.p.A.

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

Netflix, Inc.

NFLX · NASDAQ

Market cap (USD)$378.9B
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

The Italian Sea Group S.p.A.

TISG · Euronext Milan (Borsa Italiana)

Market cap (USD)$241.7M
Gross margin (TTM)70.9%
Operating margin (TTM)12.1%
Net margin (TTM)3.8%
SectorConsumer
IndustryLeisure
CountryIT
Data as of2026-01-08
Moat score
61/ 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 Italian Sea Group S.p.A.'s moat claims, evidence, and risks.

View TISG analysis

Comparison highlights

  • Moat score gap: Netflix, Inc. leads (65 / 100 vs 61 / 100 for The Italian Sea Group S.p.A.).
  • Segment focus: Netflix, Inc. has 1 segment (100% in Streaming entertainment platform); The Italian Sea Group S.p.A. has 2 segments (89.7% in Shipbuilding).
  • Moat breadth: Netflix, Inc. has 5 moat types across 4 domains; The Italian Sea Group S.p.A. 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%

The Italian Sea Group S.p.A.

Shipbuilding

Market

Luxury yacht and superyacht shipbuilding (motor and sailing, 24m+ projects under construction/contract)

Geography

Global

Customer

Ultra-high-net-worth individuals (owners) and yacht brokers; occasional fleet/charter buyers

Role

Designer/shipyard (OEM) and brand owner

Revenue share

89.7%

Side-by-side metrics

Netflix, Inc.
The Italian Sea Group S.p.A.
Ticker / Exchange
NFLX - NASDAQ
TISG - Euronext Milan (Borsa Italiana)
Market cap (USD)
$378.9B
$241.7M
Gross margin (TTM)
48.1%
70.9%
Operating margin (TTM)
29.1%
12.1%
Net margin (TTM)
24.1%
3.8%
Sector
Communication Services
Consumer
Industry
Entertainment
Leisure
HQ country
US
IT
Primary segment
Streaming entertainment platform
Shipbuilding
Market structure
Oligopoly
Oligopoly
Market share
8.2%-8.4% (reported)
1.8%-2.2% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
65 / 100
61 / 100
Moat domains
Network, Supply, Legal, Financial
Demand, Supply, Legal
Last update
2026-01-05
2026-01-08

Moat coverage

Shared moat types

No overlap yet.

Netflix, Inc. strengths

Data Network EffectsScale Economies Unit CostContent Rights CurrencyPhysical Network DensityFloat Prepayment

The Italian Sea Group S.p.A. strengths

Brand TrustSupply Chain ControlConcession LicenseLong Term ContractsOperational Excellence

Segment mix

Netflix, Inc. segments

Full profile >

Streaming entertainment platform

Oligopoly

100%

The Italian Sea Group S.p.A. segments

Full profile >

Shipbuilding

Oligopoly

89.7%

Refit

Competitive

10.3%

Want the full wide moat stocks list?

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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.