VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Broadridge Financial Solutions, Inc. vs Canadian National Railway Company

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

Broadridge Financial Solutions, Inc.

BR · New York Stock Exchange

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-26
Moat score
91/ 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 Broadridge Financial Solutions, Inc.'s moat claims, evidence, and risks.

View BR analysis

Canadian National Railway Company

CNR · Toronto Stock Exchange

Market cap (USD)$61.2B
SectorIndustrials
CountryCA
Data as of2025-12-30
Moat score
97/ 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 Canadian National Railway Company's moat claims, evidence, and risks.

View CNR analysis

Comparison highlights

  • Moat score gap: Canadian National Railway Company leads (97 / 100 vs 91 / 100 for Broadridge Financial Solutions, Inc.).
  • Segment focus: Broadridge Financial Solutions, Inc. has 2 segments (74.2% in Investor Communication Solutions); Canadian National Railway Company has 2 segments (96.2% in Rail freight transportation network).
  • Primary market structure: Quasi-Monopoly vs Duopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Broadridge Financial Solutions, Inc. has 5 moat types across 4 domains; Canadian National Railway Company has 4 across 2.

Primary market context

Broadridge Financial Solutions, Inc.

Investor Communication Solutions

Market

Proxy distribution, vote processing, and regulatory investor communications

Geography

Primarily United States (with select international services)

Customer

Public companies, mutual funds, banks and broker-dealers, asset managers

Role

Outsourced intermediary for shareholder communications and proxy voting workflows

Revenue share

74.2%

Canadian National Railway Company

Rail freight transportation network

Market

Canadian Class I freight rail transportation

Geography

Canada (with U.S. cross-border corridors)

Customer

Industrial shippers, intermodal customers, and auto supply chains

Role

Line-haul freight railway (Class I)

Revenue share

96.2%

Side-by-side metrics

Broadridge Financial Solutions, Inc.
Canadian National Railway Company
Ticker / Exchange
BR - New York Stock Exchange
CNR - Toronto Stock Exchange
Market cap (USD)
n/a
$61.2B
Sector
Technology
Industrials
HQ country
US
CA
Primary segment
Investor Communication Solutions
Rail freight transportation network
Market structure
Quasi-Monopoly
Duopoly
Market share
85%-95% (estimated)
50%-56% (estimated)
HHI estimate
8,200
4,031
Pricing power
Moderate
Moderate
Moat score
91 / 100
97 / 100
Moat domains
Legal, Supply, Network, Demand
Legal, Supply
Last update
2025-12-26
2025-12-30

Moat coverage

Shared moat types

Scale Economies Unit Cost

Broadridge Financial Solutions, Inc. strengths

Regulated Standards PipeTwo Sided NetworkSwitching Costs GeneralInteroperability Hub

Canadian National Railway Company strengths

Permits Rights Of WayPhysical Network DensityScope Economies

Segment mix

Broadridge Financial Solutions, Inc. segments

Full profile >

Investor Communication Solutions

Quasi-Monopoly

74.2%

Global Technology and Operations

Oligopoly

25.8%

Canadian National Railway Company segments

Full profile >

Rail freight transportation network

Duopoly

96.2%

Non-rail logistics and ancillary services

Competitive

3.8%

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.