VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Analog Devices, Inc. vs CDW Corporation

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

Analog Devices, Inc.

ADI · Nasdaq Global Select Market

Market cap (USD)$137.1B
Gross margin (TTM)59.8%
Operating margin (TTM)26.6%
Net margin (TTM)20.6%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2026-01-02
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 Analog Devices, Inc.'s moat claims, evidence, and risks.

View ADI 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: Analog Devices, Inc. leads (59 / 100 vs 52 / 100 for CDW Corporation).
  • Segment focus: Analog Devices, Inc. has 4 segments (44.7% in Industrial); CDW Corporation has 4 segments (42.1% in Corporate).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Weak.
  • Moat breadth: Analog Devices, Inc. has 5 moat types across 2 domains; CDW Corporation has 6 across 3.

Primary market context

Analog Devices, Inc.

Industrial

Market

Industrial analog, mixed-signal, RF and power management semiconductors

Geography

Global

Customer

B2B (OEMs/ODMs, industrial equipment, test & measurement, aerospace/defense)

Role

Semiconductor IC supplier

Revenue share

44.7%

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

Analog Devices, Inc.
CDW Corporation
Ticker / Exchange
ADI - Nasdaq Global Select Market
CDW - NASDAQ
Market cap (USD)
$137.1B
$17.4B
Gross margin (TTM)
59.8%
21.6%
Operating margin (TTM)
26.6%
7.4%
Net margin (TTM)
20.6%
4.8%
Sector
Technology
Technology
Industry
Semiconductors
Information Technology Services
HQ country
US
US
Primary segment
Industrial
Corporate
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Weak
Moat score
59 / 100
52 / 100
Moat domains
Demand, Supply
Supply, Demand, Legal
Last update
2026-01-02
2026-01-06

Moat coverage

Shared moat types

Scope Economies

Analog Devices, Inc. strengths

Design In QualificationCapex Knowhow ScaleData Workflow LockinBrand Trust

CDW Corporation strengths

Service Field NetworkPreferential Input AccessProcurement InertiaOperational ExcellenceGovernment Contracting Relationships

Segment mix

Analog Devices, Inc. segments

Full profile >

Industrial

Oligopoly

44.7%

Automotive

Oligopoly

29.8%

Communications

Oligopoly

12.5%

Consumer

Competitive

13%

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.