VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

American Express Company vs Brookfield Infrastructure Partners L.P.

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

American Express Company

AXP · New York Stock Exchange

Market cap (USD)
SectorFinancials
CountryUS
Data as of2025-12-30
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 American Express Company's moat claims, evidence, and risks.

View AXP analysis

Brookfield Infrastructure Partners L.P.

BIP · New York Stock Exchange

Market cap (USD)
SectorUtilities
CountryBM
Data as of2025-12-31
Moat score
74/ 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 Brookfield Infrastructure Partners L.P.'s moat claims, evidence, and risks.

View BIP analysis

Comparison highlights

  • Moat score gap: Brookfield Infrastructure Partners L.P. leads (74 / 100 vs 52 / 100 for American Express Company).
  • Segment focus: American Express Company has 4 segments (47.5% in U.S. Consumer Services (USCS)); Brookfield Infrastructure Partners L.P. has 4 segments.
  • Primary market structure: Competitive vs Quasi-Monopoly. Pricing power: n/a vs Moderate.
  • Moat breadth: American Express Company has 8 moat types across 3 domains; Brookfield Infrastructure Partners L.P. has 4 across 3.

Primary market context

American Express Company

U.S. Consumer Services (USCS)

Market

U.S. premium consumer card issuing (charge and credit) and attached consumer banking and financing

Geography

United States

Customer

Consumers

Role

Issuer (proprietary cards) and consumer lender/services

Revenue share

47.5%

Brookfield Infrastructure Partners L.P.

Utilities

Market

Regulated and contracted utility infrastructure (electric transmission, gas pipelines/distribution, metering and residential energy services)

Geography

Global

Customer

Regulators and contracted counterparties; residential and commercial end-users via utility networks

Role

Owner-operator of regulated networks and contracted utility assets

Side-by-side metrics

American Express Company
Brookfield Infrastructure Partners L.P.
Ticker / Exchange
AXP - New York Stock Exchange
BIP - New York Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Financials
Utilities
HQ country
US
BM
Primary segment
U.S. Consumer Services (USCS)
Utilities
Market structure
Competitive
Quasi-Monopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
n/a
Moderate
Moat score
52 / 100
74 / 100
Moat domains
Demand, Financial, Network
Legal, Demand, Supply
Last update
2025-12-30
2025-12-31

Moat coverage

Shared moat types

Long Term Contracts

American Express Company strengths

Brand TrustSwitching Costs GeneralCost Of Capital AdvantageTraining Org Change CostsEcosystem ComplementsTwo Sided NetworkData Network Effects

Brookfield Infrastructure Partners L.P. strengths

Concession LicensePhysical Network DensityScale Economies Unit Cost

Segment mix

American Express Company segments

Full profile >

U.S. Consumer Services (USCS)

Competitive

47.5%

Commercial Services (CS)

Competitive

23.9%

International Card Services (ICS)

Competitive

17.3%

Global Merchant and Network Services (GMNS)

Oligopoly

11.3%

Brookfield Infrastructure Partners L.P. segments

Full profile >

Utilities

Quasi-Monopoly

n/a

Transport

Oligopoly

n/a

Midstream

Oligopoly

n/a

Data

Oligopoly

n/a

Want the full wide moat stocks list?

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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.