VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

The Trade Desk, Inc. vs Wolters Kluwer N.V.

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

Wolters Kluwer N.V.

WKL · Euronext Amsterdam

Market cap (USD)$23.9B
SectorIndustrials
CountryNL
Data as of2025-12-29
Moat score
73/ 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 Wolters Kluwer N.V.'s moat claims, evidence, and risks.

View WKL analysis

Comparison highlights

  • Moat score gap: Wolters Kluwer N.V. leads (73 / 100 vs 62 / 100 for The Trade Desk, Inc.).
  • Segment focus: The Trade Desk, Inc. has 1 segment (100% in Advertising Technology Platform (DSP)); Wolters Kluwer N.V. has 5 segments (26.8% in Health).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: The Trade Desk, Inc. has 4 moat types across 2 domains; Wolters Kluwer N.V. has 6 across 2.

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%

Wolters Kluwer N.V.

Health

Market

Clinical decision support and clinical drug information solutions (point-of-care) for healthcare providers

Geography

Global

Customer

Hospitals/health systems, clinicians, payers, and academic institutions

Role

Software + expert content provider

Revenue share

26.8%

Side-by-side metrics

The Trade Desk, Inc.
Wolters Kluwer N.V.
Ticker / Exchange
TTD - NASDAQ
WKL - Euronext Amsterdam
Market cap (USD)
$18.5B
$23.9B
Sector
Communication Services
Industrials
HQ country
US
NL
Primary segment
Advertising Technology Platform (DSP)
Health
Market structure
Competitive
Oligopoly
Market share
6%-10% (implied)
85%-90% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
62 / 100
73 / 100
Moat domains
Network, Demand
Demand, Legal
Last update
2025-12-26
2025-12-29

Moat coverage

Shared moat types

Switching Costs General

The Trade Desk, Inc. strengths

Interoperability HubData Network EffectsStandards Registry

Wolters Kluwer N.V. strengths

Data Workflow LockinBrand TrustSuite BundlingCompliance AdvantageLong Term Contracts

Segment mix

The Trade Desk, Inc. segments

Full profile >

Advertising Technology Platform (DSP)

Competitive

100%

Wolters Kluwer N.V. segments

Full profile >

Health

Oligopoly

26.8%

Tax & Accounting

Oligopoly

26.4%

Financial & Corporate Compliance

Oligopoly

20.8%

Legal & Regulatory

Oligopoly

16%

Corporate Performance & ESG

Competitive

10.1%

Want the full wide moat stocks list?

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

View the moat stocks list

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.