VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Saturday, January 10, 2026
Stock Comparison
NVIDIA Corporation vs Ulta Beauty, Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
NVIDIA Corporation
NVDA · Nasdaq Stock Market
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 analysisUlta Beauty, Inc.
ULTA · NASDAQ
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Ulta Beauty, Inc.'s moat claims, evidence, and risks.
View ULTA analysisComparison highlights
- Moat score gap: NVIDIA Corporation leads (97 / 100 vs 58 / 100 for Ulta Beauty, Inc.).
- Segment focus: NVIDIA Corporation has 5 segments (88.3% in Data Center); Ulta Beauty, Inc. has 3 segments (94% in Beauty Products Retail).
- Primary market structure: Quasi-Monopoly vs Competitive. Pricing power: Strong vs Moderate.
- Moat breadth: NVIDIA Corporation has 7 moat types across 3 domains; Ulta Beauty, Inc. has 8 across 5.
Primary market context
NVIDIA Corporation
Data Center
Data center accelerated computing (AI GPUs, systems, and networking)
Global
Hyperscale cloud providers, enterprises, public sector (often via OEMs/ODMs and integrators)
Fabless designer and platform supplier (chips, systems, software)
88.3%
Ulta Beauty, Inc.
Beauty Products Retail
U.S. beauty products retail (specialty omnichannel beauty retailer)
United States
Consumers (end-users) shopping in-store and online
Specialty retailer / distributor
94%
Side-by-side metrics
Moat coverage
Shared moat types
NVIDIA Corporation strengths
Ulta Beauty, Inc. strengths
Segment mix
NVIDIA Corporation segments
Full profile >Data Center
Quasi-Monopoly
Gaming
Duopoly
Professional Visualization
Oligopoly
Automotive
Competitive
OEM & Other
Competitive
Ulta Beauty, Inc. segments
Full profile >Beauty Products Retail
Competitive
Beauty Services
Competitive
Platform Monetization (Retail Media, Credit Cards, Partner Royalties, Deferred Revenue)
Competitive
Want the full wide moat stocks list?
Browse the full ranking of wide moat stocks, updated with moat scores and segment context.
View the moat stocks listLooking for expansion-stage stocks?
Proven models entering the expansion stage with unit economics that work.
View expansion-stage stocksCuration & 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.