VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

Berkshire Hathaway Inc. vs SoFi Technologies, Inc.

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

Berkshire Hathaway Inc.

BRK.B · New York Stock Exchange

Market cap (USD)$1T
Gross margin (TTM)25.1%
Operating margin (TTM)16.1%
Net margin (TTM)19.3%
SectorFinancials
IndustryInsurance - Diversified
CountryUS
Data as of2026-05-27
Moat score
64/ 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 Berkshire Hathaway Inc.'s moat claims, evidence, and risks.

View BRK.B analysis

SoFi Technologies, Inc.

SOFI · The Nasdaq Stock Market LLC

Market cap (USD)$20.9B
Gross margin (TTM)76%
Operating margin (TTM)12.6%
Net margin (TTM)11.2%
SectorFinancials
IndustryFinancial - Credit Services
CountryUS
Data as of2026-05-01
Moat score
58/ 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 SoFi Technologies, Inc.'s moat claims, evidence, and risks.

View SOFI analysis

Comparison highlights

  • Moat score gap: Berkshire Hathaway Inc. leads (64 / 100 vs 58 / 100 for SoFi Technologies, Inc.).
  • Segment focus: Berkshire Hathaway Inc. has 11 segments (28.3% in Insurance (underwriting + investment income)); SoFi Technologies, Inc. has 3 segments (49.9% in Lending).
  • Primary market structure: Competitive vs Competitive. Pricing power: n/a vs Moderate.
  • Moat breadth: Berkshire Hathaway Inc. has 17 moat types across 4 domains; SoFi Technologies, Inc. has 7 across 5.

Primary market context

Berkshire Hathaway Inc.

Insurance (underwriting + investment income)

Market

Insurance and reinsurance (property and casualty + life/health), including float-funded investing

Geography

Global

Customer

Consumers and businesses (policyholders) and insurers (reinsurance cedents)

Role

Underwriter and reinsurer plus investment manager of float

Revenue share

28.3%

SoFi Technologies, Inc.

Lending

Market

U.S. unsecured personal loans, with student-loan and home-loan adjacencies

Geography

United States

Customer

Prime and super-prime consumer borrowers, home borrowers, student-loan borrowers, and loan-capital partners

Role

Digital loan originator, balance-sheet lender, loan servicer, and loan-platform origination partner

Revenue share

49.9%

Side-by-side metrics

Berkshire Hathaway Inc.
SoFi Technologies, Inc.
Ticker / Exchange
BRK.B - New York Stock Exchange
SOFI - The Nasdaq Stock Market LLC
Market cap (USD)
$1T
$20.9B
Gross margin (TTM)
25.1%
76%
Operating margin (TTM)
16.1%
12.6%
Net margin (TTM)
19.3%
11.2%
Sector
Financials
Financials
Industry
Insurance - Diversified
Financial - Credit Services
HQ country
US
US
Primary segment
Insurance (underwriting + investment income)
Lending
Market structure
Competitive
Competitive
Market share
n/a
8%-8.6% (implied)
HHI estimate
n/a
n/a
Pricing power
n/a
Moderate
Moat score
64 / 100
58 / 100
Moat domains
Financial, Supply, Demand, Legal
Financial, Supply, Demand, Legal, Network
Last update
2026-05-27
2026-05-01

Moat coverage

Shared moat types

Concession LicenseScope EconomiesCost Of Capital Advantage

Berkshire Hathaway Inc. strengths

Float PrepaymentCapacity MoatBrand TrustPhysical Network DensityLong Term ContractsPermits Rights Of WayDesign In QualificationCapex Knowhow ScaleIP Choke PointScale Economies Unit CostDistribution ControlTraining Org Change CostsPreferential Input AccessService Field Network

SoFi Technologies, Inc. strengths

Underwriting Risk PoolingData Workflow LockinSwitching Costs GeneralInteroperability Hub

Segment mix

Berkshire Hathaway Inc. segments

Full profile >

Insurance (underwriting + investment income)

Competitive

28.3%

BNSF Railway (freight rail transportation)

Oligopoly

6.4%

Berkshire Hathaway Energy (regulated utilities, pipelines, renewables)

Monopoly

7.1%

Industrial products manufacturing (PCC, Lubrizol, IMC, Marmon, etc.)

Oligopoly

10.1%

Building products & housing (Clayton Homes, Shaw, Johns Manville, Benjamin Moore, etc.)

Competitive

7.3%

Consumer products manufacturing (Duracell, Forest River, apparel/footwear, toys, etc.)

Competitive

3.9%

Service businesses (FlightSafety, NetJets, TTI, Dairy Queen, etc.)

Competitive

6.2%

Retailing businesses (Berkshire Hathaway Automotive, home furnishings, jewelry, See's, etc.)

Competitive

5.3%

Pilot Travel Centers (travel centers + wholesale fuel marketing)

Oligopoly

11.5%

McLane (wholesale distribution to convenience stores and restaurants)

Oligopoly

13.8%

Holding company capital allocation and investing

Competitive

n/a

SoFi Technologies, Inc. segments

Full profile >

Lending

Competitive

49.9%

Financial Services

Competitive

40%

Technology Platform

Competitive

10.1%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.