VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Netflix, Inc. vs Unilever 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

Unilever PLC

ULVR · London Stock Exchange

Market cap (USD)$102.7B
Gross margin (TTM)35.4%
Operating margin (TTM)16.1%
Net margin (TTM)9.9%
SectorConsumer
IndustryHousehold & Personal Products
CountryGB
Data as of2025-12-30
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 Unilever PLC's moat claims, evidence, and risks.

View ULVR analysis

Comparison highlights

  • Moat score: both at 65 / 100.
  • Segment focus: Netflix, Inc. has 1 segment (100% in Streaming entertainment platform); Unilever PLC has 4 segments (25.9% in Personal Care).
  • Moat breadth: Netflix, Inc. has 5 moat types across 4 domains; Unilever PLC has 3 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%

Unilever PLC

Personal Care

Market

Branded personal care and hygiene (deodorants, skin cleansing, oral care)

Geography

Global

Customer

Consumers (retail, e-commerce)

Role

Brand owner / manufacturer

Revenue share

25.9%

Side-by-side metrics

Netflix, Inc.
Unilever PLC
Ticker / Exchange
NFLX - NASDAQ
ULVR - London Stock Exchange
Market cap (USD)
$387.5B
$102.7B
Gross margin (TTM)
48.1%
35.4%
Operating margin (TTM)
29.1%
16.1%
Net margin (TTM)
24.1%
9.9%
Sector
Communication Services
Consumer
Industry
Entertainment
Household & Personal Products
HQ country
US
GB
Primary segment
Streaming entertainment platform
Personal Care
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
65 / 100
Moat domains
Network, Supply, Legal, Financial
Demand, Supply
Last update
2026-01-05
2025-12-30

Moat coverage

Shared moat types

Scale Economies Unit Cost

Netflix, Inc. strengths

Data Network EffectsContent Rights CurrencyPhysical Network DensityFloat Prepayment

Unilever PLC strengths

Brand TrustDistribution Control

Segment mix

Netflix, Inc. segments

Full profile >

Streaming entertainment platform

Oligopoly

100%

Unilever PLC segments

Full profile >

Beauty & Wellbeing

Oligopoly

25.1%

Personal Care

Oligopoly

25.9%

Home Care

Oligopoly

23.4%

Foods

Competitive

25.5%

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.

View expansion-stage stocks

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.