VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

PDD Holdings Inc. vs Prologis, Inc.

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

PDD Holdings Inc.

PDD · NASDAQ

Market cap (USD)$161.7B
SectorConsumer
CountryKY
Data as of2025-12-29
Moat score
44/ 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 PDD Holdings Inc.'s moat claims, evidence, and risks.

View PDD analysis

Prologis, Inc.

PLD · New York Stock Exchange

Market cap (USD)
SectorReal Estate
CountryUS
Data as of2025-12-31
Moat score
67/ 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 Prologis, Inc.'s moat claims, evidence, and risks.

View PLD analysis

Comparison highlights

  • Moat score gap: Prologis, Inc. leads (67 / 100 vs 44 / 100 for PDD Holdings Inc.).
  • Segment focus: PDD Holdings Inc. has 2 segments; Prologis, Inc. has 2 segments (91.8% in Real Estate (Rental Operations and Development)).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Strong.
  • Moat breadth: PDD Holdings Inc. has 4 moat types across 4 domains; Prologis, Inc. has 7 across 4.

Primary market context

PDD Holdings Inc.

Pinduoduo China marketplace

Market

China online retail marketplace (value-for-money focus)

Geography

China

Customer

Consumers & third-party merchants

Role

Online marketplace platform

Prologis, Inc.

Real Estate (Rental Operations and Development)

Market

Logistics/industrial real estate leasing & development

Geography

Global

Customer

Logistics users (retail, e-commerce, 3PL, manufacturing)

Role

Owner/operator/developer (landlord)

Revenue share

91.8%

Side-by-side metrics

PDD Holdings Inc.
Prologis, Inc.
Ticker / Exchange
PDD - NASDAQ
PLD - New York Stock Exchange
Market cap (USD)
$161.7B
n/a
Sector
Consumer
Real Estate
HQ country
KY
US
Primary segment
Pinduoduo China marketplace
Real Estate (Rental Operations and Development)
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
44 / 100
67 / 100
Moat domains
Network, Supply, Financial, Legal
Supply, Legal, Financial, Demand
Last update
2025-12-29
2025-12-31

Moat coverage

Shared moat types

Scale Economies Unit Cost

PDD Holdings Inc. strengths

Two Sided NetworkFloat PrepaymentCompliance Advantage

Prologis, Inc. strengths

Geographic NaturalPermits Rights Of WayCost Of Capital AdvantageLong Term ContractsProcurement InertiaReputation Reviews

Segment mix

PDD Holdings Inc. segments

Full profile >

Pinduoduo China marketplace

Oligopoly

n/a

Temu international marketplace

Competitive

n/a

Prologis, Inc. segments

Full profile >

Real Estate (Rental Operations and Development)

Competitive

91.8%

Strategic Capital (co-investment ventures / investment management)

Competitive

8.2%

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.