VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

QUALCOMM Incorporated vs Rightmove plc

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

QUALCOMM Incorporated

QCOM · NASDAQ Global Select Market

Market cap (USD)$190.4B
Gross margin (TTM)55.4%
Operating margin (TTM)27.9%
Net margin (TTM)12.5%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2025-12-30
Moat score
70/ 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 QUALCOMM Incorporated's moat claims, evidence, and risks.

View QCOM analysis

Rightmove plc

RMV · London Stock Exchange

Market cap (USD)$5.2B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorReal Estate
Industry
CountryGB
Data as of2026-01-09
Moat score
88/ 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 Rightmove plc's moat claims, evidence, and risks.

View RMV analysis

Comparison highlights

  • Moat score gap: Rightmove plc leads (88 / 100 vs 70 / 100 for QUALCOMM Incorporated).
  • Segment focus: QUALCOMM Incorporated has 4 segments (62.8% in Handset chipsets (Snapdragon platforms)); Rightmove plc has 3 segments (71.8% in Agency).
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: QUALCOMM Incorporated has 7 moat types across 4 domains; Rightmove plc has 5 across 2.

Primary market context

QUALCOMM Incorporated

Handset chipsets (Snapdragon platforms)

Market

Smartphone application processors and cellular modem/RF platforms

Geography

Global

Customer

Smartphone OEMs

Role

fabless semiconductor/platform supplier

Revenue share

62.8%

Rightmove plc

Agency

Market

UK residential property portal advertising subscriptions and lead generation for estate and letting agents

Geography

United Kingdom

Customer

Property professionals (estate and letting agents)

Role

Two-sided marketplace operator (consumers <-> agents)

Revenue share

71.8%

Side-by-side metrics

QUALCOMM Incorporated
Rightmove plc
Ticker / Exchange
QCOM - NASDAQ Global Select Market
RMV - London Stock Exchange
Market cap (USD)
$190.4B
$5.2B
Gross margin (TTM)
55.4%
n/a
Operating margin (TTM)
27.9%
n/a
Net margin (TTM)
12.5%
n/a
Sector
Technology
Real Estate
Industry
Semiconductors
n/a
HQ country
US
GB
Primary segment
Handset chipsets (Snapdragon platforms)
Agency
Market structure
Oligopoly
Quasi-Monopoly
Market share
22%-26% (estimated)
70%-82% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
70 / 100
88 / 100
Moat domains
Supply, Network, Demand, Legal
Network, Demand
Last update
2025-12-30
2026-01-09

Moat coverage

Shared moat types

Ecosystem Complements

QUALCOMM Incorporated strengths

Keystone ComponentCapex Knowhow ScaleDesign In QualificationScope EconomiesIP Choke PointLong Term Contracts

Rightmove plc strengths

Two Sided NetworkHabit DefaultProcurement InertiaData Workflow Lockin

Segment mix

QUALCOMM Incorporated segments

Full profile >

Handset chipsets (Snapdragon platforms)

Oligopoly

62.8%

Automotive silicon (connectivity, digital cockpit, ADAS/AD)

Oligopoly

8.9%

IoT silicon (consumer, industrial, edge networking)

Competitive

14.9%

Wireless technology licensing (cellular SEPs, royalties)

Oligopoly

12.6%

Rightmove plc segments

Full profile >

Agency

Quasi-Monopoly

71.8%

New Homes

Oligopoly

17.7%

Other

Competitive

10.4%

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.