VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Apple Inc. vs Canadian National Railway Company

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

Apple Inc.

AAPL · NASDAQ

Market cap (USD)$3T
SectorTechnology
CountryUS
Data as of2025-12-20
Moat score
87/ 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 Apple Inc.'s moat claims, evidence, and risks.

View AAPL analysis

Canadian National Railway Company

CNR · Toronto Stock Exchange

Market cap (USD)$61.2B
SectorIndustrials
CountryCA
Data as of2025-12-30
Moat score
97/ 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 Canadian National Railway Company's moat claims, evidence, and risks.

View CNR analysis

Comparison highlights

  • Moat score gap: Canadian National Railway Company leads (97 / 100 vs 87 / 100 for Apple Inc.).
  • Segment focus: Apple Inc. has 5 segments (50.4% in iPhone); Canadian National Railway Company has 2 segments (96.2% in Rail freight transportation network).
  • Primary market structure: Oligopoly vs Duopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Apple Inc. has 7 moat types across 3 domains; Canadian National Railway Company has 4 across 2.

Primary market context

Apple Inc.

iPhone

Market

Smartphones (with focus on premium smartphones and iOS ecosystem devices)

Geography

Global

Customer

Consumers and enterprises (end-users), plus carrier/retail channels

Role

OEM / platform owner

Revenue share

50.4%

Canadian National Railway Company

Rail freight transportation network

Market

Canadian Class I freight rail transportation

Geography

Canada (with U.S. cross-border corridors)

Customer

Industrial shippers, intermodal customers, and auto supply chains

Role

Line-haul freight railway (Class I)

Revenue share

96.2%

Side-by-side metrics

Apple Inc.
Canadian National Railway Company
Ticker / Exchange
AAPL - NASDAQ
CNR - Toronto Stock Exchange
Market cap (USD)
$3T
$61.2B
Sector
Technology
Industrials
HQ country
US
CA
Primary segment
iPhone
Rail freight transportation network
Market structure
Oligopoly
Duopoly
Market share
14%-17% (reported)
50%-56% (estimated)
HHI estimate
n/a
4,031
Pricing power
Strong
Moderate
Moat score
87 / 100
97 / 100
Moat domains
Demand, Network, Supply
Legal, Supply
Last update
2025-12-20
2025-12-30

Moat coverage

Shared moat types

Scale Economies Unit Cost

Apple Inc. strengths

Brand TrustEcosystem ComplementsSwitching Costs GeneralDefault OS GatewayTwo Sided NetworkInstalled Base Consumables

Canadian National Railway Company strengths

Permits Rights Of WayPhysical Network DensityScope Economies

Segment mix

Apple Inc. segments

Full profile >

iPhone

Oligopoly

50.4%

Mac

Oligopoly

8.1%

iPad

Oligopoly

6.7%

Wearables, Home and Accessories

Competitive

8.6%

Services

Quasi-Monopoly

26.2%

Canadian National Railway Company segments

Full profile >

Rail freight transportation network

Duopoly

96.2%

Non-rail logistics and ancillary services

Competitive

3.8%

Want the full wide moat stocks list?

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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.