VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

CDW Corporation vs The Estee Lauder Companies 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

The Estee Lauder Companies Inc.

EL · New York Stock Exchange

Market cap (USD)$39B
Gross margin (TTM)74.2%
Operating margin (TTM)-0.7%
Net margin (TTM)-6.4%
SectorConsumer
IndustryHousehold & Personal Products
CountryUS
Data as of2025-12-23
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 The Estee Lauder Companies Inc.'s moat claims, evidence, and risks.

View EL analysis

Comparison highlights

  • Moat score gap: The Estee Lauder Companies Inc. leads (70 / 100 vs 52 / 100 for CDW Corporation).
  • Segment focus: CDW Corporation has 4 segments (42.1% in Corporate); The Estee Lauder Companies Inc. has 5 segments (48.6% in Skin Care).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Weak vs Strong.
  • Moat breadth: CDW Corporation has 6 moat types across 3 domains; The Estee Lauder Companies Inc. has 4 across 2.

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%

The Estee Lauder Companies Inc.

Skin Care

Market

Prestige skin care products

Geography

Global

Customer

Consumers

Role

Branded manufacturer/marketer

Revenue share

48.6%

Side-by-side metrics

CDW Corporation
The Estee Lauder Companies Inc.
Ticker / Exchange
CDW - NASDAQ
EL - New York Stock Exchange
Market cap (USD)
$17.4B
$39B
Gross margin (TTM)
21.6%
74.2%
Operating margin (TTM)
7.4%
-0.7%
Net margin (TTM)
4.8%
-6.4%
Sector
Technology
Consumer
Industry
Information Technology Services
Household & Personal Products
HQ country
US
US
Primary segment
Corporate
Skin Care
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
Demand, Supply
Last update
2026-01-06
2025-12-23

Moat coverage

Shared moat types

Scope EconomiesOperational Excellence

CDW Corporation strengths

Service Field NetworkPreferential Input AccessProcurement InertiaGovernment Contracting Relationships

The Estee Lauder Companies Inc. strengths

Brand TrustDistribution Control

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%

The Estee Lauder Companies Inc. segments

Full profile >

Skin Care

Oligopoly

48.6%

Makeup

Oligopoly

29.4%

Fragrance

Oligopoly

17.4%

Hair Care

Competitive

3.9%

Other

Competitive

0.7%

Want the full wide moat stocks list?

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

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Looking for expansion-stage stocks?

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

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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.