VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Brookfield Infrastructure Partners L.P. vs Old Dominion Freight Line, Inc.

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

Brookfield Infrastructure Partners L.P.

BIP · New York Stock Exchange

Market cap (USD)$15.9B
Gross margin (TTM)26.4%
Operating margin (TTM)24.6%
Net margin (TTM)3.6%
SectorUtilities
IndustryDiversified Utilities
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

Old Dominion Freight Line, Inc.

ODFL · The Nasdaq Stock Market LLC

Market cap (USD)$33.4B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
IndustryTrucking
CountryUS
Data as of2026-01-02
Moat score
76/ 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 (76 / 100 vs 74 / 100 for Brookfield Infrastructure Partners L.P.).
  • Segment focus: Brookfield Infrastructure Partners L.P. has 4 segments; Old Dominion Freight Line, Inc. has 2 segments (99.1% in LTL Services).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Brookfield Infrastructure Partners L.P. has 4 moat types across 3 domains; Old Dominion Freight Line, Inc. has 7 across 2.

Primary market context

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

Old Dominion Freight Line, Inc.

LTL Services

Market

North American less-than-truckload (LTL) freight transportation

Geography

North America (primarily United States)

Customer

B2B shippers

Role

Asset-based LTL carrier (terminal network + pickup & delivery + linehaul)

Revenue share

99.1%

Side-by-side metrics

Brookfield Infrastructure Partners L.P.
Old Dominion Freight Line, Inc.
Ticker / Exchange
BIP - New York Stock Exchange
ODFL - The Nasdaq Stock Market LLC
Market cap (USD)
$15.9B
$33.4B
Gross margin (TTM)
26.4%
n/a
Operating margin (TTM)
24.6%
n/a
Net margin (TTM)
3.6%
n/a
Sector
Utilities
Industrials
Industry
Diversified Utilities
Trucking
HQ country
BM
US
Primary segment
Utilities
LTL Services
Market structure
Quasi-Monopoly
Oligopoly
Market share
n/a
11%-14% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
74 / 100
76 / 100
Moat domains
Legal, Demand, Supply
Supply, Demand
Last update
2025-12-31
2026-01-02

Moat coverage

Shared moat types

Physical Network Density

Brookfield Infrastructure Partners L.P. strengths

Concession LicenseLong Term ContractsScale Economies Unit Cost

Old Dominion Freight Line, Inc. strengths

Capex Knowhow ScaleOperational ExcellenceReputation ReviewsSwitching Costs GeneralSuite BundlingProcurement Inertia

Segment mix

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

Old Dominion Freight Line, Inc. segments

Full profile >

LTL Services

Oligopoly

99.1%

Other Services (Value-added logistics)

Competitive

0.9%

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.