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Economic moat analysis of 102 global companies

Every company here is taken apart the same way: what the moat actually is, the four facets it rests on, the threats that could erode it, and the one number that would prove the thesis wrong. 102 companies, 6630 pages, each grounded in filings and cited line by line.

Browse by sector: Technology · Communication Services · Consumer Discretionary · Industrials · Financials · Health Care · Consumer Staples · Energy · Materials · Utilities · How the ratings work →

All companies, by market capitalisation

1NvidiaNVDA · Technology$5.1T2AppleAAPL · Technology$4.9T3Alphabet (Google)GOOGL · Communication Services$4.0T4MicrosoftMSFT · Technology$3.9T5AmazonAMZN · Consumer Discretionary$2.6T6SpaceXSPCX · Industrials$2.0T7TSMCTSM · Technology$1.9T8Meta PlatformsMETA · Communication Services$1.9T9BroadcomAVGO · Technology$1.7T10TeslaTSLA · Consumer Discretionary$1.3T11Micron TechnologyMU · Technology$1.2T12Berkshire HathawayBRK.B · Financials$1.1T13Eli LillyLLY · Health Care$1.0T14Advanced Micro DevicesAMD · Technology$1.0T15AnthropicANT · Technology$965B16JPMorgan ChaseJPM · Financials$943B17SK hynixSKHY · Technology$895B18WalmartWMT · Consumer Staples$839B19IntelINTC · Technology$669B20VisaV · Financials$663B21ASMLASML · Technology$663B22ExxonMobilXOM · Energy$652B23Johnson & JohnsonJNJ · Health Care$652B24MastercardMA · Financials$496B25AbbVieABBV · Health Care$469B26Palantir TechnologiesPLTR · Technology$463B27OracleORCL · Technology$422B28Cisco SystemsCSCO · Technology$422B29Costco WholesaleCOST · Consumer Staples$406B30ChevronCVX · Energy$403B31Bank of AmericaBAC · Financials$392B32Lam ResearchLRCX · Technology$384B33Coca-ColaKO · Consumer Staples$382B34Applied MaterialsAMAT · Technology$376B35CaterpillarCAT · Industrials$370B36Merck & Co.MRK · Health Care$365B37Dell TechnologiesDELL · Technology$358B38Procter & GamblePG · Consumer Staples$340B39UnitedHealth GroupUNH · Health Care$338B40GE AerospaceGE · Industrials$330B41Morgan StanleyMS · Financials$308B42Palo Alto NetworksPANW · Technology$307B43Philip Morris InternationalPM · Consumer Staples$297B44NetflixNFLX · Communication Services$296B45Home DepotHD · Consumer Discretionary$293B46Goldman SachsGS · Financials$283B47CrowdStrikeCRWD · Technology$259B48RTXRTX · Industrials$255B49Arista NetworksANET · Technology$255B50GE VernovaGEV · Industrials$255B51Wells FargoWFC · Financials$251B52Thermo Fisher ScientificTMO · Health Care$250B53KLAKLAC · Technology$245B54Texas InstrumentsTXN · Technology$243B55LVMHMC · Consumer Discretionary$231B56Marvell TechnologyMRVL · Technology$227B57CitigroupC · Financials$225B58AmgenAMGN · Health Care$224B59SandiskSNDK · Technology$219B60IBMIBM · Technology$212B61QualcommQCOM · Technology$209B62American ExpressAXP · Financials$206B63AmphenolAPH · Technology$205B64VerizonVZ · Communication Services$194B65SalesforceCRM · Technology$193B66Analog DevicesADI · Technology$192B67Kioxia Holdings285A · Technology$187B68Deere & CompanyDE · Industrials$185B69Gilead SciencesGILD · Health Care$179B70T-Mobile USTMUS · Communication Services$177B71Walt DisneyDIS · Communication Services$176B72BlackRockBLK · Financials$173B73Abbott LaboratoriesABT · Health Care$173B74McDonald'sMCD · Consumer Discretionary$167B75Intuitive SurgicalISRG · Health Care$141B76Mitsubishi Corporation8058 · Industrials$110B77StarbucksSBUX · Consumer Discretionary$108B78ITOCHU8001 · Industrials$97B79Vertiv HoldingsVRT · Industrials$96B80Tokio Marine Holdings8766 · Financials$94B81Mitsui & Co.8031 · Industrials$92B82Bloom EnergyBE · Industrials$81B83FerrariRACE · Consumer Discretionary$73B84Barrick MiningB · Materials$72B85Sumitomo Corporation8053 · Industrials$53B86Marubeni8002 · Industrials$51B87CoreWeaveCRWV · Technology$48B88VistraVST · Utilities$46B89PKO Bank PolskiPKO · Financials$41B90AdyenADYEN · Financials$33B91Bending SpoonsBSP · Technology$28B92VeriSignVRSN · Technology$27B93KGHM Polska MiedźKGH · Materials$19B94PZUPZU · Financials$17B95AllegroALE · Consumer Discretionary$13B96Dino PolskaDNP · Consumer Staples$9.5B97XTBXTB · Financials$4.7B98StoneCoSTNE · Financials$2.2B99Dom DevelopmentDOM · Consumer Discretionary$1.6B100GPWGPW · Financials$1.1B101SynektikSNT · Health Care$810M102TextTXT · Technology$290M