VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Prosus N.V. vs The Trade Desk, Inc.

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

Prosus N.V.

PRX · Euronext Amsterdam

Market cap (USD)$135.6B
SectorTechnology
CountryNL
Data as of2025-12-28
Moat score
49/ 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 Prosus N.V.'s moat claims, evidence, and risks.

View PRX 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.

Full stock profile

Dive deeper into The Trade Desk, Inc.'s moat claims, evidence, and risks.

View TTD analysis

Comparison highlights

  • Moat score gap: The Trade Desk, Inc. leads (62 / 100 vs 49 / 100 for Prosus N.V.).
  • Segment focus: Prosus N.V. has 5 segments (40.3% in Etail (eMAG marketplace + fulfillment)); The Trade Desk, Inc. has 1 segment (100% in Advertising Technology Platform (DSP)).
  • Primary market structure: Competitive vs Competitive. Pricing power: Weak vs Moderate.
  • Moat breadth: Prosus N.V. has 7 moat types across 3 domains; The Trade Desk, Inc. has 4 across 2.

Primary market context

Prosus N.V.

Etail (eMAG marketplace + fulfillment)

Market

Online retail marketplace and fulfillment in Central & Eastern Europe

Geography

Romania, Hungary and other CEE markets

Customer

Consumers; marketplace sellers; brands

Role

Marketplace + first-party retail + logistics

Revenue share

40.3%

The Trade Desk, Inc.

Advertising Technology Platform (DSP)

Market

Demand-side platforms (DSP) for programmatic advertising (open internet)

Geography

Global

Customer

Advertising agencies and advertisers

Role

Buy-side platform / demand aggregation

Revenue share

100%

Side-by-side metrics

Prosus N.V.
The Trade Desk, Inc.
Ticker / Exchange
PRX - Euronext Amsterdam
TTD - NASDAQ
Market cap (USD)
$135.6B
$18.5B
Sector
Technology
Communication Services
HQ country
NL
US
Primary segment
Etail (eMAG marketplace + fulfillment)
Advertising Technology Platform (DSP)
Market structure
Competitive
Competitive
Market share
n/a
6%-10% (implied)
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
49 / 100
62 / 100
Moat domains
Network, Supply, Demand
Network, Demand
Last update
2025-12-28
2025-12-26

Moat coverage

Shared moat types

No overlap yet.

Prosus N.V. strengths

Two Sided NetworkPhysical Network DensityHabit DefaultBrand TrustDesign In QualificationScale Economies Unit CostScope Economies

The Trade Desk, Inc. strengths

Interoperability HubSwitching Costs GeneralData Network EffectsStandards Registry

Segment mix

Prosus N.V. segments

Full profile >

Food Delivery (iFood ecosystem + delivery investments)

Oligopoly

21%

Classifieds (OLX Group)

Oligopoly

12.7%

Payments & Fintech (PayU, Iyzico)

Competitive

21%

Etail (eMAG marketplace + fulfillment)

Competitive

40.3%

Ecosystem & Other ecommerce (cross-portfolio synergies, ventures)

Competitive

5%

The Trade Desk, Inc. segments

Full profile >

Advertising Technology Platform (DSP)

Competitive

100%

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.