VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

NVIDIA Corporation vs Rightmove plc

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)$4.5T
Gross margin (TTM)70.1%
Operating margin (TTM)58.8%
Net margin (TTM)53%
SectorTechnology
IndustrySemiconductors
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

Rightmove plc

RMV · London Stock Exchange

Market cap (USD)$5.2B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorReal Estate
Industry
CountryGB
Data as of2026-01-09
Moat score
88/ 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 Rightmove plc's moat claims, evidence, and risks.

View RMV analysis

Comparison highlights

  • Moat score gap: NVIDIA Corporation leads (97 / 100 vs 88 / 100 for Rightmove plc).
  • Segment focus: NVIDIA Corporation has 5 segments (88.3% in Data Center); Rightmove plc has 3 segments (71.8% in Agency).
  • Moat breadth: NVIDIA Corporation has 7 moat types across 3 domains; Rightmove plc has 5 across 2.

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%

Rightmove plc

Agency

Market

UK residential property portal advertising subscriptions and lead generation for estate and letting agents

Geography

United Kingdom

Customer

Property professionals (estate and letting agents)

Role

Two-sided marketplace operator (consumers <-> agents)

Revenue share

71.8%

Side-by-side metrics

NVIDIA Corporation
Rightmove plc
Ticker / Exchange
NVDA - Nasdaq Stock Market
RMV - London Stock Exchange
Market cap (USD)
$4.5T
$5.2B
Gross margin (TTM)
70.1%
n/a
Operating margin (TTM)
58.8%
n/a
Net margin (TTM)
53%
n/a
Sector
Technology
Real Estate
Industry
Semiconductors
n/a
HQ country
US
GB
Primary segment
Data Center
Agency
Market structure
Quasi-Monopoly
Quasi-Monopoly
Market share
78%-85% (estimated)
70%-82% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
97 / 100
88 / 100
Moat domains
Demand, Network, Supply
Network, Demand
Last update
2025-12-26
2026-01-09

Moat coverage

Shared moat types

Data Workflow LockinEcosystem Complements

NVIDIA Corporation strengths

Capacity MoatOperational ExcellenceDesign In QualificationSuite BundlingResidual / non-core revenue

Rightmove plc strengths

Two Sided NetworkHabit DefaultProcurement Inertia

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%

Rightmove plc segments

Full profile >

Agency

Quasi-Monopoly

71.8%

New Homes

Oligopoly

17.7%

Other

Competitive

10.4%

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.