VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Wednesday, January 7, 2026
Stock Comparison
Watsco, Inc. vs Yum China Holdings, Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Watsco, Inc.
WSO · New York Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Watsco, Inc.'s moat claims, evidence, and risks.
View WSO analysisYum China Holdings, Inc.
YUMC · New York Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Yum China Holdings, Inc.'s moat claims, evidence, and risks.
View YUMC analysisComparison highlights
- Moat score gap: Yum China Holdings, Inc. leads (75 / 100 vs 72 / 100 for Watsco, Inc.).
- Segment focus: Watsco, Inc. has 1 segment (100% in HVAC/R Distribution); Yum China Holdings, Inc. has 3 segments (75.3% in KFC).
- Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
- Moat breadth: Watsco, Inc. has 4 moat types across 3 domains; Yum China Holdings, Inc. has 7 across 3.
Primary market context
Watsco, Inc.
HVAC/R Distribution
HVAC/R equipment, parts and supplies distribution
North America (U.S., Canada, Mexico, Puerto Rico; export to Latin America/Caribbean)
Licensed HVAC and refrigeration contractors (residential & commercial)
Wholesale distributor
100%
Yum China Holdings, Inc.
KFC
Quick-service restaurants (QSR), chicken-focused, in China
China
Consumers (end-users) via dine-in, takeaway and delivery
Brand owner/operator (company-owned + franchised restaurants)
75.3%
Side-by-side metrics
Moat coverage
Shared moat types
Watsco, Inc. strengths
Yum China Holdings, Inc. strengths
Segment mix
Watsco, Inc. segments
Full profile >HVAC/R Distribution
Competitive
Yum China Holdings, Inc. segments
Full profile >KFC
Oligopoly
Pizza Hut
Competitive
All Other Segments (Emerging brands, delivery & e-commerce)
Competitive
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View expansion-stage stocksCuration & 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.