VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Friday, January 2, 2026

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Stock Comparison

Alibaba Group Holding Limited vs CSX Corporation

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

Alibaba Group Holding Limited

9988.HK · The Stock Exchange of Hong Kong Limited

Market cap (USD)$2.8T
Gross margin (TTM)41.2%
Operating margin (TTM)10.9%
Net margin (TTM)12.2%
SectorConsumer
IndustrySpecialty Retail
CountryKY
Data as of2025-12-29
Moat score
56/ 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 Alibaba Group Holding Limited's moat claims, evidence, and risks.

View 9988.HK analysis

CSX Corporation

CSX · NASDAQ

Market cap (USD)$67.7B
Gross margin (TTM)—
Operating margin (TTM)—
Net margin (TTM)—
SectorIndustrials
IndustryRailroads
CountryUS
Data as of2026-01-02
Moat score
74/ 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 CSX Corporation's moat claims, evidence, and risks.

View CSX analysis

Comparison highlights

  • Moat score gap: CSX Corporation leads (74 / 100 vs 56 / 100 for Alibaba Group Holding Limited).
  • Segment focus: Alibaba Group Holding Limited has 7 segments (41% in Taobao and Tmall Group); CSX Corporation has 5 segments (61.2% in Merchandise (Rail)).
  • Moat breadth: Alibaba Group Holding Limited has 6 moat types across 3 domains; CSX Corporation has 6 across 2.

Primary market context

Alibaba Group Holding Limited

Taobao and Tmall Group

Market

China online retail marketplaces & merchant services (Taobao, Tmall, 1688)

Geography

China

Customer

Consumers and merchants/brands

Role

Marketplace + advertising/merchant services

Revenue share

41%

CSX Corporation

Merchandise (Rail)

Market

Eastern U.S. rail freight transportation (merchandise carload)

Geography

Eastern United States (CSX network; interchange to other railroads)

Customer

Industrial, agricultural, automotive and consumer goods shippers; logistics providers

Role

Common-carrier freight railroad (line-haul + switching/terminal)

Revenue share

61.2%

Side-by-side metrics

Alibaba Group Holding Limited
CSX Corporation
Ticker / Exchange
9988.HK - The Stock Exchange of Hong Kong Limited
CSX - NASDAQ
Market cap (USD)
$2.8T
$67.7B
Gross margin (TTM)
41.2%
n/a
Operating margin (TTM)
10.9%
n/a
Net margin (TTM)
12.2%
n/a
Sector
Consumer
Industrials
Industry
Specialty Retail
Railroads
HQ country
KY
US
Primary segment
Taobao and Tmall Group
Merchandise (Rail)
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
56 / 100
74 / 100
Moat domains
Network, Supply, Demand
Supply, Legal
Last update
2025-12-29
2026-01-02

Moat coverage

Shared moat types

Capex Knowhow Scale

Alibaba Group Holding Limited strengths

Two Sided NetworkEcosystem ComplementsSwitching Costs GeneralSupply Chain ControlBrand Trust

CSX Corporation strengths

Physical Network DensityPermits Rights Of WayOperational ExcellenceGeographic NaturalScale Economies Unit Cost

Segment mix

Alibaba Group Holding Limited segments

Full profile >

Taobao and Tmall Group

Oligopoly

41%

Alibaba International Digital Commerce Group

Competitive

12.1%

Cloud Intelligence Group (Alibaba Cloud)

Oligopoly

10.8%

Cainiao Smart Logistics Network Limited

Competitive

9.2%

Local Services Group

Oligopoly

6.1%

Digital Media and Entertainment Group

Competitive

2%

All Others

Competitive

18.8%

CSX Corporation segments

Full profile >

Merchandise (Rail)

Oligopoly

61.2%

Intermodal (Rail)

Competitive

14.1%

Coal (Rail)

Oligopoly

15.5%

Trucking (Quality Carriers)

Competitive

5.8%

Other Revenue (Rail/Ancillary)

Competitive

3.4%

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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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.