VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Atlas Copco AB (publ) vs Old Dominion Freight Line, Inc.

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

Atlas Copco AB (publ)

ATCO-A · Nasdaq Stockholm

Market cap (USD)$839.9B
Gross margin (TTM)42.7%
Operating margin (TTM)21%
Net margin (TTM)16.1%
SectorIndustrials
IndustryIndustrial - Machinery
CountrySE
Data as of2026-01-05
Moat score
63/ 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 Atlas Copco AB (publ)'s moat claims, evidence, and risks.

View ATCO-A analysis

Old Dominion Freight Line, Inc.

ODFL · NASDAQ

Market cap (USD)$34.2B
Gross margin (TTM)33%
Operating margin (TTM)25%
Net margin (TTM)19%
SectorIndustrials
IndustryTrucking
CountryUS
Data as of2026-01-06
Moat score
70/ 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: Old Dominion Freight Line, Inc. leads (70 / 100 vs 63 / 100 for Atlas Copco AB (publ)).
  • Segment focus: Atlas Copco AB (publ) has 4 segments (43.8% in Compressor Technique); Old Dominion Freight Line, Inc. has 2 segments (99.1% in LTL Services).
  • Moat breadth: Atlas Copco AB (publ) has 6 moat types across 2 domains; Old Dominion Freight Line, Inc. has 6 across 2.

Primary market context

Atlas Copco AB (publ)

Compressor Technique

Market

Industrial compressors, air/gas systems (including air treatment) and related aftermarket service

Geography

Global

Customer

Industrial and process customers; distributors; service-contract customers

Role

Equipment OEM + aftermarket service provider

Revenue share

43.8%

Old Dominion Freight Line, Inc.

LTL Services

Market

Less-than-truckload (LTL) freight transportation

Geography

United States (primarily); broader North America via alliances

Customer

B2B shippers

Role

Asset-based carrier (pickup, linehaul, delivery)

Revenue share

99.1%

Side-by-side metrics

Atlas Copco AB (publ)
Old Dominion Freight Line, Inc.
Ticker / Exchange
ATCO-A - Nasdaq Stockholm
ODFL - NASDAQ
Market cap (USD)
$839.9B
$34.2B
Gross margin (TTM)
42.7%
33%
Operating margin (TTM)
21%
25%
Net margin (TTM)
16.1%
19%
Sector
Industrials
Industrials
Industry
Industrial - Machinery
Trucking
HQ country
SE
US
Primary segment
Compressor Technique
LTL Services
Market structure
Oligopoly
Oligopoly
Market share
n/a
11%-13% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
63 / 100
70 / 100
Moat domains
Supply, Demand
Supply, Demand
Last update
2026-01-05
2026-01-06

Moat coverage

Shared moat types

Data Workflow Lockin

Atlas Copco AB (publ) strengths

Service Field NetworkDesign In QualificationLearning Curve YieldInstalled Base ConsumablesCapacity Moat

Old Dominion Freight Line, Inc. strengths

Physical Network DensityOperational ExcellenceScale Economies Unit CostBrand TrustSuite Bundling

Segment mix

Atlas Copco AB (publ) segments

Full profile >

Compressor Technique

Oligopoly

43.8%

Vacuum Technique

Oligopoly

22.9%

Industrial Technique

Oligopoly

16.7%

Power Technique

Competitive

16.7%

Old Dominion Freight Line, Inc. segments

Full profile >

LTL Services

Oligopoly

99.1%

Other Services (Drayage, Brokerage, Supply Chain Consulting)

Competitive

0.9%

Want the full wide moat stocks list?

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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.