VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Netflix, Inc. vs TransUnion

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

TransUnion

TRU · New York Stock Exchange

Market cap (USD)$16.9B
Gross margin (TTM)52.8%
Operating margin (TTM)18.7%
Net margin (TTM)9.5%
SectorFinancials
IndustryConsulting Services
CountryUS
Data as of2025-12-23
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 TransUnion's moat claims, evidence, and risks.

View TRU analysis

Comparison highlights

  • Moat score gap: Netflix, Inc. leads (65 / 100 vs 61 / 100 for TransUnion).
  • Segment focus: Netflix, Inc. has 1 segment (100% in Streaming entertainment platform); TransUnion has 4 segments (34.2% in U.S. Markets - Financial Services).
  • Moat breadth: Netflix, Inc. has 5 moat types across 4 domains; TransUnion has 8 across 4.

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%

TransUnion

U.S. Markets - Financial Services

Market

U.S. consumer credit bureau data & risk analytics for lenders

Geography

United States

Customer

B2B (banks, lenders, fintechs, mortgage/auto originators)

Role

Consumer reporting agency & decisioning analytics provider

Revenue share

34.2%

Side-by-side metrics

Netflix, Inc.
TransUnion
Ticker / Exchange
NFLX - NASDAQ
TRU - New York Stock Exchange
Market cap (USD)
$387.5B
$16.9B
Gross margin (TTM)
48.1%
52.8%
Operating margin (TTM)
29.1%
18.7%
Net margin (TTM)
24.1%
9.5%
Sector
Communication Services
Financials
Industry
Entertainment
Consulting Services
HQ country
US
US
Primary segment
Streaming entertainment platform
U.S. Markets - Financial Services
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
61 / 100
Moat domains
Network, Supply, Legal, Financial
Network, Demand, Legal, Supply
Last update
2026-01-05
2025-12-23

Moat coverage

Shared moat types

Data Network Effects

Netflix, Inc. strengths

Scale Economies Unit CostContent Rights CurrencyPhysical Network DensityFloat Prepayment

TransUnion strengths

Standards RegistryData Workflow LockinCompliance AdvantageScope EconomiesBrand TrustHabit DefaultDe Facto Standard

Segment mix

Netflix, Inc. segments

Full profile >

Streaming entertainment platform

Oligopoly

100%

TransUnion segments

Full profile >

U.S. Markets - Financial Services

Oligopoly

34.2%

U.S. Markets - Emerging Verticals

Competitive

29%

U.S. Markets - Consumer Interactive

Competitive

14%

International

Oligopoly

22.8%

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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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.