VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Celsius Holdings, Inc. vs Ferguson Enterprises 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

Ferguson Enterprises Inc.

FERG · New York Stock Exchange

Market cap (USD)$44.5B
Gross margin (TTM)30.8%
Operating margin (TTM)8.7%
Net margin (TTM)6.3%
SectorIndustrials
IndustryIndustrial - Distribution
CountryUS
Data as of2026-01-01
Moat score
72/ 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 Ferguson Enterprises Inc.'s moat claims, evidence, and risks.

View FERG analysis

Comparison highlights

  • Moat score gap: Ferguson Enterprises Inc. leads (72 / 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)); Ferguson Enterprises Inc. has 2 segments (95.1% in United States).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Celsius Holdings, Inc. has 3 moat types across 2 domains; Ferguson Enterprises Inc. has 4 across 2.

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%

Ferguson Enterprises Inc.

United States

Market

Value-added distribution of plumbing, HVAC, PVF, waterworks and related products/services

Geography

United States

Customer

Residential and non-residential professional trade customers (contractors/builders) plus industrial and infrastructure customers

Role

Value-added distributor (B2B)

Revenue share

95.1%

Side-by-side metrics

Celsius Holdings, Inc.
Ferguson Enterprises Inc.
Ticker / Exchange
CELH - NASDAQ
FERG - New York Stock Exchange
Market cap (USD)
$12.4B
$44.5B
Gross margin (TTM)
51.4%
30.8%
Operating margin (TTM)
4.5%
8.7%
Net margin (TTM)
3%
6.3%
Sector
Consumer
Industrials
Industry
Beverages - Non-Alcoholic
Industrial - Distribution
HQ country
US
US
Primary segment
Functional Energy Beverages (CELSIUS, Alani Nu, Rockstar)
United States
Market structure
Oligopoly
Competitive
Market share
16%-16.4% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
57 / 100
72 / 100
Moat domains
Supply, Demand
Supply, Demand
Last update
2026-01-05
2026-01-01

Moat coverage

Shared moat types

Scope Economies

Celsius Holdings, Inc. strengths

Distribution ControlBrand Trust

Ferguson Enterprises Inc. strengths

Physical Network DensityScale Economies Unit CostData Workflow Lockin

Segment mix

Celsius Holdings, Inc. segments

Full profile >

Functional Energy Beverages (CELSIUS, Alani Nu, Rockstar)

Oligopoly

100%

Ferguson Enterprises Inc. segments

Full profile >

United States

Competitive

95.1%

Canada

Competitive

4.9%

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.