VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Amazon.com, Inc. vs FedEx Corporation

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

Amazon.com, Inc.

AMZN · NASDAQ

Market cap (USD)$2.6T
Gross margin (TTM)50.1%
Operating margin (TTM)11%
Net margin (TTM)11.1%
SectorConsumer
IndustrySpecialty Retail
CountryUS
Data as of2025-12-29
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 Amazon.com, Inc.'s moat claims, evidence, and risks.

View AMZN analysis

FedEx Corporation

FDX · New York Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
Industry
CountryUS
Data as of2026-01-10
Moat score
72/ 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 FedEx Corporation's moat claims, evidence, and risks.

View FDX analysis

Comparison highlights

  • Moat score gap: Amazon.com, Inc. leads (87 / 100 vs 72 / 100 for FedEx Corporation).
  • Segment focus: Amazon.com, Inc. has 4 segments (73.5% in Amazon Stores (Retail, Marketplace, Prime Subscriptions)); FedEx Corporation has 3 segments (85.6% in Federal Express (integrated parcel & express)).
  • Moat breadth: Amazon.com, Inc. has 10 moat types across 4 domains; FedEx Corporation has 6 across 4.

Primary market context

Amazon.com, Inc.

Amazon Stores (Retail, Marketplace, Prime Subscriptions)

Market

US retail ecommerce marketplace and online retail (integrated fulfillment + membership shipping)

Geography

United States

Customer

Consumers and third-party merchants

Role

Marketplace operator, retailer, and fulfillment provider

Revenue share

73.5%

FedEx Corporation

Federal Express (integrated parcel & express)

Market

Integrated parcel and express delivery (air-ground integrator model)

Geography

Global

Customer

Business and consumer shippers

Role

Carrier / integrator

Revenue share

85.6%

Side-by-side metrics

Amazon.com, Inc.
FedEx Corporation
Ticker / Exchange
AMZN - NASDAQ
FDX - New York Stock Exchange
Market cap (USD)
$2.6T
n/a
Gross margin (TTM)
50.1%
n/a
Operating margin (TTM)
11%
n/a
Net margin (TTM)
11.1%
n/a
Sector
Consumer
Industrials
Industry
Specialty Retail
n/a
HQ country
US
US
Primary segment
Amazon Stores (Retail, Marketplace, Prime Subscriptions)
Federal Express (integrated parcel & express)
Market structure
Oligopoly
Oligopoly
Market share
39%-42% (estimated)
18% (reported)
HHI estimate
n/a
2,464
Pricing power
Moderate
Moderate
Moat score
87 / 100
72 / 100
Moat domains
Supply, Demand, Network, Financial
Supply, Demand, Financial, Network
Last update
2025-12-29
2026-01-10

Moat coverage

Shared moat types

Scope EconomiesPhysical Network DensityData Network Effects

Amazon.com, Inc. strengths

Capex Knowhow ScaleLong Term ContractsTwo Sided NetworkSuite BundlingHabit DefaultNegative Working CapitalDistribution Control

FedEx Corporation strengths

Scale Economies Unit CostBrand TrustBenchmark Pricing Power

Segment mix

Amazon.com, Inc. segments

Full profile >

Amazon Web Services (AWS)

Oligopoly

16.9%

Amazon Stores (Retail, Marketplace, Prime Subscriptions)

Oligopoly

73.5%

Advertising Services (Amazon Ads / Retail Media)

Oligopoly

8.8%

Other (healthcare, content licensing/distribution, shipping services, co-branded credit card agreements, etc.)

Competitive

0.9%

FedEx Corporation segments

Full profile >

Federal Express (integrated parcel & express)

Oligopoly

85.6%

FedEx Freight (LTL)

Oligopoly

10.1%

Corporate, other, and eliminations (Dataworks, Office, Logistics)

Competitive

4.2%

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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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.