VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

OMRON Corporation vs CDW Corporation

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

OMRON Corporation

6645 · Tokyo Stock Exchange

Market cap (USD)$791.8B
Gross margin (TTM)43.8%
Operating margin (TTM)6.4%
Net margin (TTM)3.5%
SectorIndustrials
IndustryHardware, Equipment & Parts
CountryJP
Data as of2025-12-30
Moat score
59/ 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 OMRON Corporation's moat claims, evidence, and risks.

View 6645 analysis

CDW Corporation

CDW · NASDAQ

Market cap (USD)$17.4B
Gross margin (TTM)21.6%
Operating margin (TTM)7.4%
Net margin (TTM)4.8%
SectorTechnology
IndustryInformation Technology Services
CountryUS
Data as of2026-01-06
Moat score
52/ 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 CDW Corporation's moat claims, evidence, and risks.

View CDW analysis

Comparison highlights

  • Moat score gap: OMRON Corporation leads (59 / 100 vs 52 / 100 for CDW Corporation).
  • Segment focus: OMRON Corporation has 5 segments (45% in Industrial Automation Business (IAB)); CDW Corporation has 4 segments (42.1% in Corporate).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Weak.
  • Moat breadth: OMRON Corporation has 7 moat types across 4 domains; CDW Corporation has 6 across 3.

Primary market context

OMRON Corporation

Industrial Automation Business (IAB)

Market

Industrial automation components and factory automation solutions (sensors, controllers, safety, robotics, OT/IT services)

Geography

Global

Customer

Manufacturers and machine builders (B2B)

Role

Automation supplier + solutions/services provider

Revenue share

45%

CDW Corporation

Corporate

Market

IT solutions provider / value-added reseller (VAR) + services for U.S. private-sector businesses (250+ employees)

Geography

United States

Customer

Private-sector enterprises (mid-market and large)

Role

Value-added reseller / systems integrator

Revenue share

42.1%

Side-by-side metrics

OMRON Corporation
CDW Corporation
Ticker / Exchange
6645 - Tokyo Stock Exchange
CDW - NASDAQ
Market cap (USD)
$791.8B
$17.4B
Gross margin (TTM)
43.8%
21.6%
Operating margin (TTM)
6.4%
7.4%
Net margin (TTM)
3.5%
4.8%
Sector
Industrials
Technology
Industry
Hardware, Equipment & Parts
Information Technology Services
HQ country
JP
US
Primary segment
Industrial Automation Business (IAB)
Corporate
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
59 / 100
52 / 100
Moat domains
Supply, Demand, Legal, Network
Supply, Demand, Legal
Last update
2025-12-30
2026-01-06

Moat coverage

Shared moat types

Service Field NetworkProcurement Inertia

OMRON Corporation strengths

Data Workflow LockinBrand TrustCompliance AdvantageLearning Curve YieldData Network Effects

CDW Corporation strengths

Scope EconomiesPreferential Input AccessOperational ExcellenceGovernment Contracting Relationships

Segment mix

OMRON Corporation segments

Full profile >

Industrial Automation Business (IAB)

Oligopoly

45%

Healthcare Business (HCB)

Competitive

18.2%

Social Systems, Solutions and Service Business (SSB)

Oligopoly

18.2%

Device and Module Solutions Business (DMB)

Competitive

13.2%

Data Solution Business (DSB)

Oligopoly

5.3%

CDW Corporation segments

Full profile >

Corporate

Competitive

42.1%

Small Business

Competitive

7.3%

Public

Competitive

38.8%

Other (UK & Canada)

Competitive

11.8%

Want the full wide moat stocks list?

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

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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

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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.