VOL. XCIV, NO. 247

* MOAT STOCKS COMPARISON *

NO ADVICE

Friday, December 26, 2025

Stock Comparison

NVIDIA Corporation vs The Trade Desk, Inc.

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.

View full moat analysis >

The Trade Desk, Inc.

TTD · NASDAQ

Market cap (USD)$18.5B
SectorCommunication Services
CountryUS
Data as of2025-12-26
Moat score
62/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

Side-by-side metrics

NVIDIA Corporation
The Trade Desk, Inc.
Ticker / Exchange
NVDA - Nasdaq Stock Market
TTD - NASDAQ
Market cap (USD)
n/a
$18.5B
Sector
Technology
Communication Services
HQ country
US
US
Primary segment
Data Center
Advertising Technology Platform (DSP)
Market structure
Quasi-Monopoly
Competitive
Market share
78%-85% (estimated)
6%-10% (implied)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
97 / 100
62 / 100
Moat domains
Demand, Network, Supply
Network, Demand
Last update
2025-12-26
2025-12-26

Moat coverage

Shared moat types

No overlap yet.

NVIDIA Corporation strengths

Data Workflow LockinEcosystem ComplementsCapacity MoatOperational ExcellenceDesign In QualificationSuite BundlingResidual / non-core revenue

The Trade Desk, Inc. strengths

Interoperability HubSwitching Costs GeneralData Network EffectsStandards Registry

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%

The Trade Desk, Inc. segments

Full profile >

Advertising Technology Platform (DSP)

Competitive

100%

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 Pricing, features, and availability may be incomplete or out of date.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.