Moats Analysis

NVIDIA Corporation, founded in 1993, is a leading technology company known for its Graphics Processing Units (GPUs) and integrated circuit technologies. The company has expanded its reach into various sectors, including gaming, professional visualization, data centers, and automotive markets.

Nike is a globally recognized leader in designing, marketing, and distributing athletic footwear, apparel, equipment, and accessories. Founded in 1964, Nike has consistently leveraged its robust marketing strategies, endorsements from top athletes, sponsorship of leading sports clubs, and cutting-edge technology to maintain its leading position in the sportswear industry.

Meta Platforms (formerly Facebook) is a leading tech company known for its social media platforms, including Facebook, Instagram, and WhatsApp, serving billions of users globally. The company leverages its vast user base, extensive data collection, and advanced advertising capabilities to generate substantial revenue.

Intel Corporation is one of the largest semiconductor companies in the world, known primarily for its dominance in the microprocessor market. The company designs and manufactures microprocessors for personal computers (PCs), servers, and other computing devices. Intel has diversified its portfolio over the years, extending into areas such as artificial intelligence (AI), autonomous driving, networking, and data centers.

Fortinet Inc. is a global leader in cybersecurity, known for its high-performance FortiGate firewall and comprehensive Security Fabric architecture. The company offers advanced solutions for network, cloud, and endpoint security, serving large enterprises, service providers, and governments.

Fair Isaac Corporation (FICO) is a leading analytics and software company known for its credit scoring services, which are widely used by financial institutions to assess consumer credit risk. FICO’s credit score is a standard metric for evaluating the creditworthiness of individuals, but the company also offers a broader range of decision-making tools, including fraud detection, risk management, and advanced analytics solutions for industries such as banking, insurance, healthcare, and retail.

Etsy Inc. operates a global online marketplace that connects millions of buyers and sellers. The company specializes in unique and creative goods, including handmade items, vintage products, and craft supplies. It has a distinct niche in the e-commerce market, which differentiates it from giants like Amazon and eBay.

Estée Lauder Companies Inc. is a global leader in the beauty industry, specializing in skincare, makeup, fragrance, and hair care products. The company owns a diverse portfolio of brands, including Estée Lauder, Clinique, MAC, Bobbi Brown, La Mer, and Aveda, catering to various segments of the market from luxury to mass-market products.

The Coca-Cola Company is a global beverage leader, offering a wide range of non-alcoholic beverages, including sparkling soft drinks, water, juices, dairy, and plant-based drinks. Its flagship product, Coca-Cola, is one of the most recognized and valuable brands in the world. The company operates in over 200 countries and has a diverse portfolio of over 500 brands, including Sprite, Fanta, Minute Maid, and Dasani.

Boeing is one of the largest aerospace and defense companies in the world, with a diverse product line that includes commercial airplanes, defense systems, and space and security systems. Founded in 1916, Boeing has established itself as a leader in the aviation industry, with a strong presence in both the commercial and defense sectors.