VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

CDW Corporation vs General Dynamics Corporation

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

General Dynamics Corporation

GD · New York Stock Exchange

Market cap (USD)$95.9B
Gross margin (TTM)15.3%
Operating margin (TTM)10.3%
Net margin (TTM)8.2%
SectorIndustrials
IndustryAerospace & Defense
CountryUS
Data as of2025-12-29
Moat score
80/ 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 General Dynamics Corporation's moat claims, evidence, and risks.

View GD analysis

Comparison highlights

  • Moat score gap: General Dynamics Corporation leads (80 / 100 vs 52 / 100 for CDW Corporation).
  • Segment focus: CDW Corporation has 4 segments (42.1% in Corporate); General Dynamics Corporation has 4 segments (30.1% in Marine Systems (Nuclear subs + surface shipbuilding)).
  • Primary market structure: Competitive vs Duopoly. Pricing power: Weak vs Weak.
  • Moat breadth: CDW Corporation has 6 moat types across 3 domains; General Dynamics Corporation has 11 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%

General Dynamics Corporation

Marine Systems (Nuclear subs + surface shipbuilding)

Market

U.S. Navy nuclear-powered submarine construction and major surface combatant shipbuilding/lifecycle services

Geography

United States

Customer

Government (primarily U.S. Navy)

Role

Prime contractor / shipbuilder / lifecycle services

Revenue share

30.1%

Side-by-side metrics

CDW Corporation
General Dynamics Corporation
Ticker / Exchange
CDW - NASDAQ
GD - New York Stock Exchange
Market cap (USD)
$17.4B
$95.9B
Gross margin (TTM)
21.6%
15.3%
Operating margin (TTM)
7.4%
10.3%
Net margin (TTM)
4.8%
8.2%
Sector
Technology
Industrials
Industry
Information Technology Services
Aerospace & Defense
HQ country
US
US
Primary segment
Corporate
Marine Systems (Nuclear subs + surface shipbuilding)
Market structure
Competitive
Duopoly
Market share
n/a
45%-55% (estimated)
HHI estimate
n/a
5,000
Pricing power
Weak
Weak
Moat score
52 / 100
80 / 100
Moat domains
Supply, Demand, Legal
Demand, Supply, Legal
Last update
2026-01-06
2025-12-29

Moat coverage

Shared moat types

Service Field NetworkProcurement InertiaGovernment Contracting Relationships

CDW Corporation strengths

Scope EconomiesPreferential Input AccessOperational Excellence

General Dynamics Corporation strengths

Brand TrustRegulated Standards PipeCapex Knowhow ScaleLong Term ContractsDesign In QualificationCapacity MoatCompliance AdvantageSuite Bundling

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%

General Dynamics Corporation segments

Full profile >

Aerospace (Gulfstream + Jet Aviation)

Oligopoly

23.6%

Marine Systems (Nuclear subs + surface shipbuilding)

Duopoly

30.1%

Combat Systems (Land vehicles + munitions)

Oligopoly

18.9%

Technologies (C5ISR + Federal IT)

Competitive

27.5%

Want the full wide moat stocks list?

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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.