VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 10, 2026

Stock Comparison

Analog Devices, Inc. vs Floor & Decor Holdings, Inc.

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)$148.8B
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

Floor & Decor Holdings, Inc.

FND · New York Stock Exchange

Market cap (USD)$7.8B
Gross margin (TTM)42.4%
Operating margin (TTM)6.1%
Net margin (TTM)4.7%
SectorConsumer
IndustryHome Improvement
CountryUS
Data as of2026-01-08
Moat score
55/ 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 Floor & Decor Holdings, Inc.'s moat claims, evidence, and risks.

View FND analysis

Comparison highlights

  • Moat score gap: Analog Devices, Inc. leads (59 / 100 vs 55 / 100 for Floor & Decor Holdings, Inc.).
  • Segment focus: Analog Devices, Inc. has 4 segments (44.7% in Industrial); Floor & Decor Holdings, Inc. has 2 segments (95% in Floor & Decor Retail).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Weak.
  • Moat breadth: Analog Devices, Inc. has 5 moat types across 2 domains; Floor & Decor Holdings, Inc. has 6 across 2.

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%

Floor & Decor Holdings, Inc.

Floor & Decor Retail

Market

U.S. retail hard-surface flooring and accessories

Geography

United States

Customer

Homeowners (DIY/BIY) and professional installers (Pros)

Role

Specialty retailer (warehouse-format stores + e-commerce)

Revenue share

95%

Side-by-side metrics

Analog Devices, Inc.
Floor & Decor Holdings, Inc.
Ticker / Exchange
ADI - Nasdaq Global Select Market
FND - New York Stock Exchange
Market cap (USD)
$148.8B
$7.8B
Gross margin (TTM)
59.8%
42.4%
Operating margin (TTM)
26.6%
6.1%
Net margin (TTM)
20.6%
4.7%
Sector
Technology
Consumer
Industry
Semiconductors
Home Improvement
HQ country
US
US
Primary segment
Industrial
Floor & Decor Retail
Market structure
Oligopoly
Competitive
Market share
n/a
9%-11% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Weak
Moat score
59 / 100
55 / 100
Moat domains
Demand, Supply
Supply, Demand
Last update
2026-01-02
2026-01-08

Moat coverage

Shared moat types

Scope EconomiesBrand Trust

Analog Devices, Inc. strengths

Design In QualificationCapex Knowhow ScaleData Workflow Lockin

Floor & Decor Holdings, Inc. strengths

Scale Economies Unit CostDistribution ControlProcurement InertiaOperational Excellence

Segment mix

Analog Devices, Inc. segments

Full profile >

Industrial

Oligopoly

44.7%

Automotive

Oligopoly

29.8%

Communications

Oligopoly

12.5%

Consumer

Competitive

13%

Floor & Decor Holdings, Inc. segments

Full profile >

Floor & Decor Retail

Competitive

95%

Spartan (Commercial surfaces)

Competitive

5%

Want the full wide moat stocks list?

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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.