I respectfully disagree. We *can* compare different companies, and we do so regularly--every time we make a purchase decision.
Sure it's hard for a big company to make a fast pivot, but it's not impossible. In all the big companies I've worked for there are people who are acutely aware of the issues and have solutions, but they are drowned out by bosses straight out of Dilbert who don't want to upset the status quo, complacent to take the easy road (the way it's always been done). The constraints you mention are entirely self-imposed if you look deeply enough.
Here is one example from history of a time when a large organization *was* able to make a pivot.
On 11/15/1961, John Houbolt, an engineer at the Langley Research Center, wrote a nine-page letter to Robert Seamans, associate administrator of NASA. (Referenced in this NASA retrospective.) This
space.stackexchange.com
When these pivots happen successfully you don't hear about them, this is what companies are supposed to be doing! Things happen in the background, the right plans are made in advance. Success feels automatic--but it is not. The big companies can keep fighting these battles, but they choose not to. They are not as hungry. People "rest and vest," as they say in my world, and they say it out loud.
I also disagree with the "they can't do it because it's hard" tone of your message. What I see more often is a failure of effort and imagination, they're not really trying. Just my opinion.