VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

NVIDIA Corporation vs Waste Management, 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.

Full stock profile

Dive deeper into NVIDIA Corporation's moat claims, evidence, and risks.

View NVDA analysis

Waste Management, Inc.

WM · New York Stock Exchange

Market cap (USD)
SectorIndustrials
CountryUS
Data as of2025-12-31
Moat score
79/ 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 Waste Management, Inc.'s moat claims, evidence, and risks.

View WM analysis

Comparison highlights

  • Moat score gap: NVIDIA Corporation leads (97 / 100 vs 79 / 100 for Waste Management, Inc.).
  • Segment focus: NVIDIA Corporation has 5 segments (88.3% in Data Center); Waste Management, Inc. has 4 segments (82.2% in Collection and Disposal).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Strong.
  • Moat breadth: NVIDIA Corporation has 7 moat types across 3 domains; Waste Management, Inc. 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%

Waste Management, Inc.

Collection and Disposal

Market

Municipal, commercial, and industrial solid waste collection, transfer, and landfill disposal

Geography

North America (primarily US and Canada)

Customer

Municipalities and end-customers (residential, commercial, industrial) via direct and contract channels

Role

Integrated hauler + transfer + landfill owner/operator

Revenue share

82.2%

Side-by-side metrics

NVIDIA Corporation
Waste Management, Inc.
Ticker / Exchange
NVDA - Nasdaq Stock Market
WM - New York Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Technology
Industrials
HQ country
US
US
Primary segment
Data Center
Collection and Disposal
Market structure
Quasi-Monopoly
Oligopoly
Market share
78%-85% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
97 / 100
79 / 100
Moat domains
Demand, Network, Supply
Legal, Supply, Demand
Last update
2025-12-26
2025-12-31

Moat coverage

Shared moat types

Capacity MoatOperational Excellence

NVIDIA Corporation strengths

Data Workflow LockinEcosystem ComplementsDesign In QualificationSuite BundlingResidual / non-core revenue

Waste Management, Inc. strengths

Permits Rights Of WayPricing power via yield management and contracted rate actionsPreferential Input AccessRegulated Standards PipePhysical Network Density

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%

Waste Management, Inc. segments

Full profile >

Collection and Disposal

Oligopoly

82.2%

Recycling Processing and Sales

Competitive

6%

WM Renewable Energy

Competitive

1.7%

WM Healthcare Solutions

Oligopoly

10%

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 list

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.