VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

American Water Works Company, Inc. vs Global Payments Inc.

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

American Water Works Company, Inc.

AWK · New York Stock Exchange

Market cap (USD)$25B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorUtilities
Industry
CountryUS
Data as of2026-01-09
Moat score
79/ 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 American Water Works Company, Inc.'s moat claims, evidence, and risks.

View AWK analysis

Global Payments Inc.

GPN · New York Stock Exchange

Market cap (USD)$18.8B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorFinancials
Industry
CountryUS
Data as of2026-01-10
Moat score
62/ 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 Global Payments Inc.'s moat claims, evidence, and risks.

View GPN analysis

Comparison highlights

  • Moat score gap: American Water Works Company, Inc. leads (79 / 100 vs 62 / 100 for Global Payments Inc.).
  • Segment focus: American Water Works Company, Inc. has 2 segments (91.7% in Regulated Businesses); Global Payments Inc. has 2 segments (76.1% in Merchant Solutions).
  • Primary market structure: Monopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: American Water Works Company, Inc. has 8 moat types across 3 domains; Global Payments Inc. has 6 across 4.

Primary market context

American Water Works Company, Inc.

Regulated Businesses

Market

Regulated water and wastewater utility service in certificated/franchised territories

Geography

United States (14-state footprint)

Customer

Residential, commercial, industrial, public authority, fire service, and sale-for-resale customers

Role

Regulated utility owner/operator (water & wastewater)

Revenue share

91.7%

Global Payments Inc.

Merchant Solutions

Market

Merchant acquiring and integrated payments (card-present and e-commerce)

Geography

Global

Customer

Merchants (SMB to enterprise) and software platforms

Role

Acquirer and payment processor

Revenue share

76.1%

Side-by-side metrics

American Water Works Company, Inc.
Global Payments Inc.
Ticker / Exchange
AWK - New York Stock Exchange
GPN - New York Stock Exchange
Market cap (USD)
$25B
$18.8B
Gross margin (TTM)
n/a
n/a
Operating margin (TTM)
n/a
n/a
Net margin (TTM)
n/a
n/a
Sector
Utilities
Financials
Industry
n/a
n/a
HQ country
US
US
Primary segment
Regulated Businesses
Merchant Solutions
Market structure
Monopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
79 / 100
62 / 100
Moat domains
Legal, Supply, Demand
Network, Demand, Supply, Legal
Last update
2026-01-09
2026-01-10

Moat coverage

Shared moat types

Compliance AdvantageScale Economies Unit CostLong Term Contracts

American Water Works Company, Inc. strengths

Concession LicensePhysical Network DensityPermits Rights Of WayGovernment Contracting RelationshipsOperational Excellence

Global Payments Inc. strengths

Ecosystem ComplementsData Workflow LockinSwitching Costs General

Segment mix

American Water Works Company, Inc. segments

Full profile >

Regulated Businesses

Monopoly

91.7%

Military and Contract Water Services (Other)

Duopoly

8.3%

Global Payments Inc. segments

Full profile >

Merchant Solutions

Competitive

76.1%

Issuer Solutions

Oligopoly

24.6%

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.