VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

QUALCOMM Incorporated vs Constellation Brands, Inc.

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)
SectorTechnology
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

Constellation Brands, Inc.

STZ · New York Stock Exchange

Market cap (USD)$24.7B
SectorConsumer
CountryUS
Data as of2025-12-23
Moat score
76/ 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 Constellation Brands, Inc.'s moat claims, evidence, and risks.

View STZ analysis

Comparison highlights

  • Moat score gap: Constellation Brands, Inc. leads (76 / 100 vs 70 / 100 for QUALCOMM Incorporated).
  • Segment focus: QUALCOMM Incorporated has 4 segments (62.8% in Handset chipsets (Snapdragon platforms)); Constellation Brands, Inc. has 2 segments (83.7% in Beer).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: QUALCOMM Incorporated has 7 moat types across 4 domains; Constellation Brands, Inc. has 4 across 3.

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%

Constellation Brands, Inc.

Beer

Market

U.S. high-end beer (imported beer + above-premium American beer)

Geography

United States

Customer

Beer wholesalers/distributors; retailers; on-premise

Role

Importer/producer; marketer; supplier to distributors

Revenue share

83.7%

Side-by-side metrics

QUALCOMM Incorporated
Constellation Brands, Inc.
Ticker / Exchange
QCOM - NASDAQ Global Select Market
STZ - New York Stock Exchange
Market cap (USD)
n/a
$24.7B
Sector
Technology
Consumer
HQ country
US
US
Primary segment
Handset chipsets (Snapdragon platforms)
Beer
Market structure
Oligopoly
Oligopoly
Market share
22%-26% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
70 / 100
76 / 100
Moat domains
Supply, Network, Demand, Legal
Legal, Demand, Supply
Last update
2025-12-30
2025-12-23

Moat coverage

Shared moat types

No overlap yet.

QUALCOMM Incorporated strengths

Keystone ComponentCapex Knowhow ScaleEcosystem ComplementsDesign In QualificationScope EconomiesIP Choke PointLong Term Contracts

Constellation Brands, Inc. strengths

Contractual ExclusivityBrand TrustDistribution ControlCapacity Moat

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%

Constellation Brands, Inc. segments

Full profile >

Beer

Oligopoly

83.7%

Wine and Spirits

Competitive

16.4%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.