VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

CDW Corporation vs TransUnion

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

TransUnion

TRU · New York Stock Exchange

Market cap (USD)$16.9B
Gross margin (TTM)52.8%
Operating margin (TTM)18.7%
Net margin (TTM)9.5%
SectorFinancials
IndustryConsulting Services
CountryUS
Data as of2025-12-23
Moat score
61/ 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 TransUnion's moat claims, evidence, and risks.

View TRU analysis

Comparison highlights

  • Moat score gap: TransUnion leads (61 / 100 vs 52 / 100 for CDW Corporation).
  • Segment focus: CDW Corporation has 4 segments (42.1% in Corporate); TransUnion has 4 segments (34.2% in U.S. Markets - Financial Services).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: CDW Corporation has 6 moat types across 3 domains; TransUnion has 8 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%

TransUnion

U.S. Markets - Financial Services

Market

U.S. consumer credit bureau data & risk analytics for lenders

Geography

United States

Customer

B2B (banks, lenders, fintechs, mortgage/auto originators)

Role

Consumer reporting agency & decisioning analytics provider

Revenue share

34.2%

Side-by-side metrics

CDW Corporation
TransUnion
Ticker / Exchange
CDW - NASDAQ
TRU - New York Stock Exchange
Market cap (USD)
$17.4B
$16.9B
Gross margin (TTM)
21.6%
52.8%
Operating margin (TTM)
7.4%
18.7%
Net margin (TTM)
4.8%
9.5%
Sector
Technology
Financials
Industry
Information Technology Services
Consulting Services
HQ country
US
US
Primary segment
Corporate
U.S. Markets - Financial Services
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
52 / 100
61 / 100
Moat domains
Supply, Demand, Legal
Network, Demand, Legal, Supply
Last update
2026-01-06
2025-12-23

Moat coverage

Shared moat types

Scope Economies

CDW Corporation strengths

Service Field NetworkPreferential Input AccessProcurement InertiaOperational ExcellenceGovernment Contracting Relationships

TransUnion strengths

Standards RegistryData Network EffectsData Workflow LockinCompliance AdvantageBrand TrustHabit DefaultDe Facto Standard

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%

TransUnion segments

Full profile >

U.S. Markets - Financial Services

Oligopoly

34.2%

U.S. Markets - Emerging Verticals

Competitive

29%

U.S. Markets - Consumer Interactive

Competitive

14%

International

Oligopoly

22.8%

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.