VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

The Trade Desk, Inc. vs VeriSign, 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

VeriSign, Inc.

VRSN · Nasdaq Global Select Market

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-31
Moat score
100/ 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 VeriSign, Inc.'s moat claims, evidence, and risks.

View VRSN analysis

Comparison highlights

  • Moat score gap: VeriSign, Inc. leads (100 / 100 vs 62 / 100 for The Trade Desk, Inc.).
  • Segment focus: The Trade Desk, Inc. has 1 segment (100% in Advertising Technology Platform (DSP)); VeriSign, Inc. has 1 segment (100% in Naming Services (.com and .net registry)).
  • Primary market structure: Competitive vs Monopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: The Trade Desk, Inc. has 4 moat types across 2 domains; VeriSign, Inc. has 4 across 4.

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%

VeriSign, Inc.

Naming Services (.com and .net registry)

Market

Registry operator services for .com and .net top-level domains (domain registrations + authoritative DNS resolution)

Geography

Global

Customer

ICANN-accredited domain registrars (wholesale) and, indirectly, registrants

Role

Registry operator / DNS infrastructure provider

Revenue share

100%

Side-by-side metrics

The Trade Desk, Inc.
VeriSign, Inc.
Ticker / Exchange
TTD - NASDAQ
VRSN - Nasdaq Global Select Market
Market cap (USD)
$18.5B
n/a
Sector
Communication Services
Technology
HQ country
US
US
Primary segment
Advertising Technology Platform (DSP)
Naming Services (.com and .net registry)
Market structure
Competitive
Monopoly
Market share
6%-10% (implied)
100% (reported)
HHI estimate
n/a
10,000
Pricing power
Moderate
Strong
Moat score
62 / 100
100 / 100
Moat domains
Network, Demand
Legal, Network, Supply, Financial
Last update
2025-12-26
2025-12-31

Moat coverage

Shared moat types

No overlap yet.

The Trade Desk, Inc. strengths

Interoperability HubSwitching Costs GeneralData Network EffectsStandards Registry

VeriSign, Inc. strengths

Concession LicenseDe Facto StandardOperational ExcellenceFloat Prepayment

Segment mix

The Trade Desk, Inc. segments

Full profile >

Advertising Technology Platform (DSP)

Competitive

100%

VeriSign, Inc. segments

Full profile >

Naming Services (.com and .net registry)

Monopoly

100%

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.