VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Synopsys, Inc. vs The Trade Desk, Inc.

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

Synopsys, Inc.

SNPS · NASDAQ

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-29
Moat score
85/ 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 Synopsys, Inc.'s moat claims, evidence, and risks.

View SNPS 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: Synopsys, Inc. leads (85 / 100 vs 62 / 100 for The Trade Desk, Inc.).
  • Segment focus: Synopsys, Inc. has 2 segments (75.2% in Design Automation); The Trade Desk, Inc. has 1 segment (100% in Advertising Technology Platform (DSP)).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Synopsys, Inc. has 5 moat types across 2 domains; The Trade Desk, Inc. has 4 across 2.

Primary market context

Synopsys, Inc.

Design Automation

Market

Electronic design automation (EDA) software and silicon-to-systems simulation & analysis tools

Geography

Global

Customer

Semiconductor and systems companies (chip/system designers)

Role

Software + hardware tooling provider / platform

Revenue share

75.2%

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

Synopsys, Inc.
The Trade Desk, Inc.
Ticker / Exchange
SNPS - NASDAQ
TTD - NASDAQ
Market cap (USD)
n/a
$18.5B
Sector
Technology
Communication Services
HQ country
US
US
Primary segment
Design Automation
Advertising Technology Platform (DSP)
Market structure
Oligopoly
Competitive
Market share
30%-32% (reported)
6%-10% (implied)
HHI estimate
2,140
n/a
Pricing power
Moderate
Moderate
Moat score
85 / 100
62 / 100
Moat domains
Demand, Supply
Network, Demand
Last update
2025-12-29
2025-12-26

Moat coverage

Shared moat types

Switching Costs General

Synopsys, Inc. strengths

Suite BundlingCapex Knowhow ScaleDesign In QualificationInstalled Base Consumables

The Trade Desk, Inc. strengths

Interoperability HubData Network EffectsStandards Registry

Segment mix

Synopsys, Inc. segments

Full profile >

Design Automation

Oligopoly

75.2%

Design IP

Oligopoly

24.8%

The Trade Desk, Inc. segments

Full profile >

Advertising Technology Platform (DSP)

Competitive

100%

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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.