VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

The Trade Desk, Inc. vs Verisk Analytics, Inc.

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

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

Verisk Analytics, Inc.

VRSK · NASDAQ Global Select Market

Market cap (USD)$31.3B
SectorIndustrials
CountryUS
Data as of2025-12-30
Moat score
87/ 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 Verisk Analytics, Inc.'s moat claims, evidence, and risks.

View VRSK analysis

Comparison highlights

  • Moat score gap: Verisk Analytics, Inc. leads (87 / 100 vs 62 / 100 for The Trade Desk, Inc.).
  • Segment focus: The Trade Desk, Inc. has 1 segment (100% in Advertising Technology Platform (DSP)); Verisk Analytics, Inc. has 2 segments (70.2% in Underwriting Solutions).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: The Trade Desk, Inc. has 4 moat types across 2 domains; Verisk Analytics, Inc. has 6 across 3.

Primary market context

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%

Verisk Analytics, Inc.

Underwriting Solutions

Market

Property and casualty insurance underwriting content and analytics (forms and rules and loss costs, underwriting data and catastrophe and weather risk)

Geography

Primarily U.S. (with growing international offerings)

Customer

P&C insurers (personal and commercial lines)

Role

Insurance data and analytics and standards and content provider

Revenue share

70.2%

Side-by-side metrics

The Trade Desk, Inc.
Verisk Analytics, Inc.
Ticker / Exchange
TTD - NASDAQ
VRSK - NASDAQ Global Select Market
Market cap (USD)
$18.5B
$31.3B
Sector
Communication Services
Industrials
HQ country
US
US
Primary segment
Advertising Technology Platform (DSP)
Underwriting Solutions
Market structure
Competitive
Oligopoly
Market share
6%-10% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
62 / 100
87 / 100
Moat domains
Network, Demand
Network, Legal, Demand
Last update
2025-12-26
2025-12-30

Moat coverage

Shared moat types

Data Network Effects

The Trade Desk, Inc. strengths

Interoperability HubSwitching Costs GeneralStandards Registry

Verisk Analytics, Inc. strengths

De Facto StandardCompliance AdvantageData Workflow LockinEcosystem ComplementsFormat Lock In

Segment mix

The Trade Desk, Inc. segments

Full profile >

Advertising Technology Platform (DSP)

Competitive

100%

Verisk Analytics, Inc. segments

Full profile >

Underwriting Solutions

Oligopoly

70.2%

Claims Solutions

Oligopoly

29.8%

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.