VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 9, 2026

Stock Comparison

CDW Corporation vs VeriSign, 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

VeriSign, Inc.

VRSN · Nasdaq Global Select Market

Market cap (USD)$22.2B
Gross margin (TTM)88%
Operating margin (TTM)67.6%
Net margin (TTM)49.9%
SectorTechnology
IndustrySoftware - Infrastructure
CountryUS
Data as of2025-12-31
Moat score
100/ 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 VeriSign, Inc.'s moat claims, evidence, and risks.

View VRSN analysis

Comparison highlights

  • Moat score gap: VeriSign, Inc. leads (100 / 100 vs 52 / 100 for CDW Corporation).
  • Segment focus: CDW Corporation has 4 segments (42.1% in Corporate); VeriSign, Inc. has 1 segment (100% in Naming Services (.com and .net registry)).
  • Primary market structure: Competitive vs Monopoly. Pricing power: Weak vs Strong.
  • Moat breadth: CDW Corporation has 6 moat types across 3 domains; VeriSign, Inc. has 4 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%

VeriSign, Inc.

Naming Services (.com and .net registry)

Market

Registry operator services for .com and .net top-level domains (domain registrations + authoritative DNS resolution)

Geography

Global

Customer

ICANN-accredited domain registrars (wholesale) and, indirectly, registrants

Role

Registry operator / DNS infrastructure provider

Revenue share

100%

Side-by-side metrics

CDW Corporation
VeriSign, Inc.
Ticker / Exchange
CDW - NASDAQ
VRSN - Nasdaq Global Select Market
Market cap (USD)
$17.4B
$22.2B
Gross margin (TTM)
21.6%
88%
Operating margin (TTM)
7.4%
67.6%
Net margin (TTM)
4.8%
49.9%
Sector
Technology
Technology
Industry
Information Technology Services
Software - Infrastructure
HQ country
US
US
Primary segment
Corporate
Naming Services (.com and .net registry)
Market structure
Competitive
Monopoly
Market share
n/a
100% (reported)
HHI estimate
n/a
10,000
Pricing power
Weak
Strong
Moat score
52 / 100
100 / 100
Moat domains
Supply, Demand, Legal
Legal, Network, Supply, Financial
Last update
2026-01-06
2025-12-31

Moat coverage

Shared moat types

Operational Excellence

CDW Corporation strengths

Service Field NetworkScope EconomiesPreferential Input AccessProcurement InertiaGovernment Contracting Relationships

VeriSign, Inc. strengths

Concession LicenseDe Facto StandardFloat Prepayment

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%

VeriSign, Inc. segments

Full profile >

Naming Services (.com and .net registry)

Monopoly

100%

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.