VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

American Express Company vs Prologis, 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

Prologis, Inc.

PLD · New York Stock Exchange

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

View PLD analysis

Comparison highlights

  • Moat score gap: Prologis, Inc. leads (67 / 100 vs 52 / 100 for American Express Company).
  • Segment focus: American Express Company has 4 segments (47.5% in U.S. Consumer Services (USCS)); Prologis, Inc. has 2 segments (91.8% in Real Estate (Rental Operations and Development)).
  • Primary market structure: Competitive vs Competitive. Pricing power: n/a vs Strong.
  • Moat breadth: American Express Company has 8 moat types across 3 domains; Prologis, Inc. has 7 across 4.

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%

Prologis, Inc.

Real Estate (Rental Operations and Development)

Market

Logistics/industrial real estate leasing & development

Geography

Global

Customer

Logistics users (retail, e-commerce, 3PL, manufacturing)

Role

Owner/operator/developer (landlord)

Revenue share

91.8%

Side-by-side metrics

American Express Company
Prologis, Inc.
Ticker / Exchange
AXP - New York Stock Exchange
PLD - New York Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Financials
Real Estate
HQ country
US
US
Primary segment
U.S. Consumer Services (USCS)
Real Estate (Rental Operations and Development)
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
n/a
Strong
Moat score
52 / 100
67 / 100
Moat domains
Demand, Financial, Network
Supply, Legal, Financial, Demand
Last update
2025-12-30
2025-12-31

Moat coverage

Shared moat types

Long Term ContractsCost Of Capital Advantage

American Express Company strengths

Brand TrustSwitching Costs GeneralTraining Org Change CostsEcosystem ComplementsTwo Sided NetworkData Network Effects

Prologis, Inc. strengths

Geographic NaturalPermits Rights Of WayScale Economies Unit CostProcurement InertiaReputation Reviews

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%

Prologis, Inc. segments

Full profile >

Real Estate (Rental Operations and Development)

Competitive

91.8%

Strategic Capital (co-investment ventures / investment management)

Competitive

8.2%

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.