VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

American Express Company vs Equinix, Inc.

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

Equinix, Inc.

EQIX · The Nasdaq Stock Market LLC

Market cap (USD)
SectorReal Estate
CountryUS
Data as of2025-12-31
Moat score
66/ 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 Equinix, Inc.'s moat claims, evidence, and risks.

View EQIX analysis

Comparison highlights

  • Moat score gap: Equinix, Inc. leads (66 / 100 vs 52 / 100 for American Express Company).
  • Segment focus: American Express Company has 4 segments (47.5% in U.S. Consumer Services (USCS)); Equinix, Inc. has 3 segments.
  • Primary market structure: Competitive vs Oligopoly.
  • Moat breadth: American Express Company has 8 moat types across 3 domains; Equinix, Inc. has 7 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%

Equinix, Inc.

IBX Colocation & Interconnection Platform

Market

Carrier-neutral multi-tenant data centers (colocation) and physical interconnection (cross connects, exchanges) in network-dense metros

Geography

Global

Customer

Enterprises and service providers

Role

Digital infrastructure / colocation operator and interconnection hub

Side-by-side metrics

American Express Company
Equinix, Inc.
Ticker / Exchange
AXP - New York Stock Exchange
EQIX - The Nasdaq Stock Market LLC
Market cap (USD)
n/a
n/a
Sector
Financials
Real Estate
HQ country
US
US
Primary segment
U.S. Consumer Services (USCS)
IBX Colocation & Interconnection Platform
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
n/a
n/a
Moat score
52 / 100
66 / 100
Moat domains
Demand, Financial, Network
Supply, Network, Demand
Last update
2025-12-30
2025-12-31

Moat coverage

Shared moat types

Brand TrustSwitching Costs GeneralEcosystem Complements

American Express Company strengths

Long Term ContractsCost Of Capital AdvantageTraining Org Change CostsTwo Sided NetworkData Network Effects

Equinix, Inc. strengths

Physical Network DensityCapex Knowhow ScaleCapacity MoatInteroperability Hub

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%

Equinix, Inc. segments

Full profile >

IBX Colocation & Interconnection Platform

Oligopoly

n/a

Hyperscale xScale & Joint Ventures

Competitive

n/a

Digital Services & Software-Defined Interconnection

Competitive

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.