VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

CDW Corporation vs Moody's 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

Moody's Corporation

MCO · New York Stock Exchange

Market cap (USD)$94.7B
Gross margin (TTM)67.5%
Operating margin (TTM)43.5%
Net margin (TTM)29.9%
SectorFinancials
IndustryFinancial - Data & Stock Exchanges
CountryUS
Data as of2025-12-21
Moat score
79/ 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 Moody's Corporation's moat claims, evidence, and risks.

View MCO analysis

Comparison highlights

  • Moat score gap: Moody's Corporation leads (79 / 100 vs 52 / 100 for CDW Corporation).
  • Segment focus: CDW Corporation has 4 segments (42.1% in Corporate); Moody's Corporation has 2 segments (53.5% in Moody's Investors Service (Credit Ratings)).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Weak vs Strong.
  • Moat breadth: CDW Corporation has 6 moat types across 3 domains; Moody's Corporation has 5 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%

Moody's Corporation

Moody's Investors Service (Credit Ratings)

Market

Credit ratings and ratings-related research

Geography

Global

Customer

Issuers, investors, regulators

Role

Credit rating agency / research provider

Revenue share

53.5%

Side-by-side metrics

CDW Corporation
Moody's Corporation
Ticker / Exchange
CDW - NASDAQ
MCO - New York Stock Exchange
Market cap (USD)
$17.4B
$94.7B
Gross margin (TTM)
21.6%
67.5%
Operating margin (TTM)
7.4%
43.5%
Net margin (TTM)
4.8%
29.9%
Sector
Technology
Financials
Industry
Information Technology Services
Financial - Data & Stock Exchanges
HQ country
US
US
Primary segment
Corporate
Moody's Investors Service (Credit Ratings)
Market structure
Competitive
Oligopoly
Market share
n/a
29%-32% (estimated)
HHI estimate
n/a
3,568
Pricing power
Weak
Strong
Moat score
52 / 100
79 / 100
Moat domains
Supply, Demand, Legal
Legal, Network, Demand, Supply
Last update
2026-01-06
2025-12-21

Moat coverage

Shared moat types

Scope Economies

CDW Corporation strengths

Service Field NetworkPreferential Input AccessProcurement InertiaOperational ExcellenceGovernment Contracting Relationships

Moody's Corporation strengths

Regulated Standards PipeDe Facto StandardBrand TrustData Workflow Lockin

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%

Moody's Corporation segments

Full profile >

Moody's Investors Service (Credit Ratings)

Oligopoly

53.5%

Moody's Analytics (Risk & Data/Software)

Competitive

46.5%

Want the full wide moat stocks list?

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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.