VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

CDW Corporation vs Experian plc

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

Experian plc

EXPN · London Stock Exchange

Market cap (USD)$31B
Gross margin (TTM)24.8%
Operating margin (TTM)24.8%
Net margin (TTM)16.5%
SectorIndustrials
IndustryConsulting Services
CountryJE
Data as of2025-12-30
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 Experian plc's moat claims, evidence, and risks.

View EXPN analysis

Comparison highlights

  • Moat score gap: Experian plc leads (76 / 100 vs 52 / 100 for CDW Corporation).
  • Segment focus: CDW Corporation has 4 segments (42.1% in Corporate); Experian plc has 4 segments (67.2% in North America).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Weak vs Strong.
  • Moat breadth: CDW Corporation has 6 moat types across 3 domains; Experian plc has 7 across 4.

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%

Experian plc

North America

Market

Consumer and business credit reporting, identity/fraud data and decision analytics, plus consumer credit/insurance marketplaces

Geography

North America

Customer

Financial institutions, insurers, auto lenders, healthcare providers, advertisers, consumers

Role

Data/analytics provider and consumer marketplace operator

Revenue share

67.2%

Side-by-side metrics

CDW Corporation
Experian plc
Ticker / Exchange
CDW - NASDAQ
EXPN - London Stock Exchange
Market cap (USD)
$17.4B
$31B
Gross margin (TTM)
21.6%
24.8%
Operating margin (TTM)
7.4%
24.8%
Net margin (TTM)
4.8%
16.5%
Sector
Technology
Industrials
Industry
Information Technology Services
Consulting Services
HQ country
US
JE
Primary segment
Corporate
North America
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Strong
Moat score
52 / 100
76 / 100
Moat domains
Supply, Demand, Legal
Network, Legal, Supply, Demand
Last update
2026-01-06
2025-12-30

Moat coverage

Shared moat types

Preferential Input Access

CDW Corporation strengths

Service Field NetworkScope EconomiesProcurement InertiaOperational ExcellenceGovernment Contracting Relationships

Experian plc strengths

Data Network EffectsRegulated Standards PipeTwo Sided NetworkCompliance AdvantageSuite BundlingSwitching Costs General

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%

Experian plc segments

Full profile >

North America

Oligopoly

67.2%

Latin America

Quasi-Monopoly

14.2%

UK and Ireland

Oligopoly

11.6%

EMEA and Asia Pacific

Competitive

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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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.