VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Celsius Holdings, Inc. vs FactSet Research Systems Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Celsius Holdings, Inc.

CELH · NASDAQ

Market cap (USD)$12.4B
Gross margin (TTM)51.4%
Operating margin (TTM)4.5%
Net margin (TTM)3%
SectorConsumer
IndustryBeverages - Non-Alcoholic
CountryUS
Data as of2026-01-05
Moat score
57/ 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 Celsius Holdings, Inc.'s moat claims, evidence, and risks.

View CELH analysis

FactSet Research Systems Inc.

FDS · New York Stock Exchange

Market cap (USD)$10.8B
Gross margin (TTM)52.3%
Operating margin (TTM)31.7%
Net margin (TTM)25.4%
SectorFinancials
IndustryFinancial - Data & Stock Exchanges
CountryUS
Data as of2025-12-30
Moat score
85/ 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 FactSet Research Systems Inc.'s moat claims, evidence, and risks.

View FDS analysis

Comparison highlights

  • Moat score gap: FactSet Research Systems Inc. leads (85 / 100 vs 57 / 100 for Celsius Holdings, Inc.).
  • Segment focus: Celsius Holdings, Inc. has 1 segment (100% in Functional Energy Beverages (CELSIUS, Alani Nu, Rockstar)); FactSet Research Systems Inc. has 2 segments.
  • Moat breadth: Celsius Holdings, Inc. has 3 moat types across 2 domains; FactSet Research Systems Inc. has 6 across 3.

Primary market context

Celsius Holdings, Inc.

Functional Energy Beverages (CELSIUS, Alani Nu, Rockstar)

Market

Energy drinks (functional/better-for-you positioning) and adjacent wellness products

Geography

Primarily North America; growing international presence

Customer

Consumers via retail and e-commerce channels; sold through distributor/retail channels

Role

Brand owner / product developer; uses third-party manufacturing and third-party distribution

Revenue share

100%

FactSet Research Systems Inc.

Hosted Platform (Workstations & Analytics)

Market

Financial data and analytics platforms for investment professionals

Geography

Global

Customer

Institutional investors and financial institutions

Role

Software and data platform vendor

Side-by-side metrics

Celsius Holdings, Inc.
FactSet Research Systems Inc.
Ticker / Exchange
CELH - NASDAQ
FDS - New York Stock Exchange
Market cap (USD)
$12.4B
$10.8B
Gross margin (TTM)
51.4%
52.3%
Operating margin (TTM)
4.5%
31.7%
Net margin (TTM)
3%
25.4%
Sector
Consumer
Financials
Industry
Beverages - Non-Alcoholic
Financial - Data & Stock Exchanges
HQ country
US
US
Primary segment
Functional Energy Beverages (CELSIUS, Alani Nu, Rockstar)
Hosted Platform (Workstations & Analytics)
Market structure
Oligopoly
Oligopoly
Market share
16%-16.4% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
57 / 100
85 / 100
Moat domains
Supply, Demand
Demand, Network, Legal
Last update
2026-01-05
2025-12-30

Moat coverage

Shared moat types

No overlap yet.

Celsius Holdings, Inc. strengths

Distribution ControlBrand TrustScope Economies

FactSet Research Systems Inc. strengths

Data Workflow LockinSwitching Costs GeneralSuite BundlingStandards RegistryDe Facto StandardConcession License

Segment mix

Celsius Holdings, Inc. segments

Full profile >

Functional Energy Beverages (CELSIUS, Alani Nu, Rockstar)

Oligopoly

100%

FactSet Research Systems Inc. segments

Full profile >

Hosted Platform (Workstations & Analytics)

Oligopoly

n/a

Identifier Platform (CUSIP Global Services)

Quasi-Monopoly

n/a

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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.