VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

NVIDIA Corporation vs Prosus N.V.

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

NVIDIA Corporation

NVDA · Nasdaq Stock Market

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-26
Moat score
97/ 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 NVIDIA Corporation's moat claims, evidence, and risks.

View NVDA analysis

Prosus N.V.

PRX · Euronext Amsterdam

Market cap (USD)$135.6B
SectorTechnology
CountryNL
Data as of2025-12-28
Moat score
49/ 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 Prosus N.V.'s moat claims, evidence, and risks.

View PRX analysis

Comparison highlights

  • Moat score gap: NVIDIA Corporation leads (97 / 100 vs 49 / 100 for Prosus N.V.).
  • Segment focus: NVIDIA Corporation has 5 segments (88.3% in Data Center); Prosus N.V. has 5 segments (40.3% in Etail (eMAG marketplace + fulfillment)).
  • Primary market structure: Quasi-Monopoly vs Competitive. Pricing power: Strong vs Weak.
  • Moat breadth: NVIDIA Corporation has 7 moat types across 3 domains; Prosus N.V. has 7 across 3.

Primary market context

NVIDIA Corporation

Data Center

Market

Data center accelerated computing (AI GPUs, systems, and networking)

Geography

Global

Customer

Hyperscale cloud providers, enterprises, public sector (often via OEMs/ODMs and integrators)

Role

Fabless designer and platform supplier (chips, systems, software)

Revenue share

88.3%

Prosus N.V.

Etail (eMAG marketplace + fulfillment)

Market

Online retail marketplace and fulfillment in Central & Eastern Europe

Geography

Romania, Hungary and other CEE markets

Customer

Consumers; marketplace sellers; brands

Role

Marketplace + first-party retail + logistics

Revenue share

40.3%

Side-by-side metrics

NVIDIA Corporation
Prosus N.V.
Ticker / Exchange
NVDA - Nasdaq Stock Market
PRX - Euronext Amsterdam
Market cap (USD)
n/a
$135.6B
Sector
Technology
Technology
HQ country
US
NL
Primary segment
Data Center
Etail (eMAG marketplace + fulfillment)
Market structure
Quasi-Monopoly
Competitive
Market share
78%-85% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Weak
Moat score
97 / 100
49 / 100
Moat domains
Demand, Network, Supply
Network, Supply, Demand
Last update
2025-12-26
2025-12-28

Moat coverage

Shared moat types

Design In Qualification

NVIDIA Corporation strengths

Data Workflow LockinEcosystem ComplementsCapacity MoatOperational ExcellenceSuite BundlingResidual / non-core revenue

Prosus N.V. strengths

Two Sided NetworkPhysical Network DensityHabit DefaultBrand TrustScale Economies Unit CostScope Economies

Segment mix

NVIDIA Corporation segments

Full profile >

Data Center

Quasi-Monopoly

88.3%

Gaming

Duopoly

8.7%

Professional Visualization

Oligopoly

1.4%

Automotive

Competitive

1.3%

OEM & Other

Competitive

0.3%

Prosus N.V. segments

Full profile >

Food Delivery (iFood ecosystem + delivery investments)

Oligopoly

21%

Classifieds (OLX Group)

Oligopoly

12.7%

Payments & Fintech (PayU, Iyzico)

Competitive

21%

Etail (eMAG marketplace + fulfillment)

Competitive

40.3%

Ecosystem & Other ecommerce (cross-portfolio synergies, ventures)

Competitive

5%

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.