VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Wednesday, January 7, 2026

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Stock Comparison

CDW Corporation vs Equifax Inc.

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

CDW Corporation

CDW · NASDAQ

Market cap (USD)$17.4B
Gross margin (TTM)21.6%
Operating margin (TTM)7.4%
Net margin (TTM)4.8%
SectorTechnology
IndustryInformation Technology Services
CountryUS
Data as of2026-01-06
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 CDW Corporation's moat claims, evidence, and risks.

View CDW analysis

Equifax Inc.

EFX · New York Stock Exchange

Market cap (USD)$27.3B
Gross margin (TTM)56.3%
Operating margin (TTM)18.5%
Net margin (TTM)11.1%
SectorIndustrials
IndustryConsulting Services
CountryUS
Data as of2025-12-26
Moat score
70/ 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 Equifax Inc.'s moat claims, evidence, and risks.

View EFX analysis

Comparison highlights

  • Moat score gap: Equifax Inc. leads (70 / 100 vs 52 / 100 for CDW Corporation).
  • Segment focus: CDW Corporation has 4 segments (42.1% in Corporate); Equifax Inc. has 3 segments (42.8% in Workforce Solutions).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Weak vs Strong.
  • Moat breadth: CDW Corporation has 6 moat types across 3 domains; Equifax Inc. has 3 across 3.

Primary market context

CDW Corporation

Corporate

Market

IT solutions provider / value-added reseller (VAR) + services for U.S. private-sector businesses (250+ employees)

Geography

United States

Customer

Private-sector enterprises (mid-market and large)

Role

Value-added reseller / systems integrator

Revenue share

42.1%

Equifax Inc.

Workforce Solutions

Market

Income & employment verification and employer HR compliance services

Geography

Primarily U.S. (with smaller international offerings)

Customer

Employers, lenders, government agencies, and credentialed verifiers

Role

Payroll-fed data & verification intermediary

Revenue share

42.8%

Side-by-side metrics

CDW Corporation
Equifax Inc.
Ticker / Exchange
CDW - NASDAQ
EFX - New York Stock Exchange
Market cap (USD)
$17.4B
$27.3B
Gross margin (TTM)
21.6%
56.3%
Operating margin (TTM)
7.4%
18.5%
Net margin (TTM)
4.8%
11.1%
Sector
Technology
Industrials
Industry
Information Technology Services
Consulting Services
HQ country
US
US
Primary segment
Corporate
Workforce Solutions
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Strong
Moat score
52 / 100
70 / 100
Moat domains
Supply, Demand, Legal
Network, Demand, Legal
Last update
2026-01-06
2025-12-26

Moat coverage

Shared moat types

No overlap yet.

CDW Corporation strengths

Service Field NetworkScope EconomiesPreferential Input AccessProcurement InertiaOperational ExcellenceGovernment Contracting Relationships

Equifax Inc. strengths

Data Network EffectsData Workflow LockinCompliance Advantage

Segment mix

CDW Corporation segments

Full profile >

Corporate

Competitive

42.1%

Small Business

Competitive

7.3%

Public

Competitive

38.8%

Other (UK & Canada)

Competitive

11.8%

Equifax Inc. segments

Full profile >

Workforce Solutions

Oligopoly

42.8%

U.S. Information Solutions

Oligopoly

33.3%

International

Competitive

23.8%

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.