VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Apple Inc. vs Old Dominion Freight Line, Inc.

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

Apple Inc.

AAPL · NASDAQ

Market cap (USD)$4T
Gross margin (TTM)46.9%
Operating margin (TTM)32%
Net margin (TTM)26.9%
SectorTechnology
IndustryConsumer Electronics
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

Old Dominion Freight Line, Inc.

ODFL · The Nasdaq Stock Market LLC

Market cap (USD)$33.4B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
IndustryTrucking
CountryUS
Data as of2026-01-02
Moat score
76/ 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 Old Dominion Freight Line, Inc.'s moat claims, evidence, and risks.

View ODFL analysis

Comparison highlights

  • Moat score gap: Apple Inc. leads (87 / 100 vs 76 / 100 for Old Dominion Freight Line, Inc.).
  • Segment focus: Apple Inc. has 5 segments (50.4% in iPhone); Old Dominion Freight Line, Inc. has 2 segments (99.1% in LTL Services).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Apple Inc. has 7 moat types across 3 domains; Old Dominion Freight Line, Inc. has 7 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%

Old Dominion Freight Line, Inc.

LTL Services

Market

North American less-than-truckload (LTL) freight transportation

Geography

North America (primarily United States)

Customer

B2B shippers

Role

Asset-based LTL carrier (terminal network + pickup & delivery + linehaul)

Revenue share

99.1%

Side-by-side metrics

Apple Inc.
Old Dominion Freight Line, Inc.
Ticker / Exchange
AAPL - NASDAQ
ODFL - The Nasdaq Stock Market LLC
Market cap (USD)
$4T
$33.4B
Gross margin (TTM)
46.9%
n/a
Operating margin (TTM)
32%
n/a
Net margin (TTM)
26.9%
n/a
Sector
Technology
Industrials
Industry
Consumer Electronics
Trucking
HQ country
US
US
Primary segment
iPhone
LTL Services
Market structure
Oligopoly
Oligopoly
Market share
14%-17% (reported)
11%-14% (implied)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
87 / 100
76 / 100
Moat domains
Demand, Network, Supply
Supply, Demand
Last update
2025-12-20
2026-01-02

Moat coverage

Shared moat types

Switching Costs General

Apple Inc. strengths

Brand TrustEcosystem ComplementsScale Economies Unit CostDefault OS GatewayTwo Sided NetworkInstalled Base Consumables

Old Dominion Freight Line, Inc. strengths

Physical Network DensityCapex Knowhow ScaleOperational ExcellenceReputation ReviewsSuite BundlingProcurement Inertia

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%

Old Dominion Freight Line, Inc. segments

Full profile >

LTL Services

Oligopoly

99.1%

Other Services (Value-added logistics)

Competitive

0.9%

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.