VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Chipotle Mexican Grill, Inc. vs Global Payments Inc.

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

Chipotle Mexican Grill, Inc.

CMG · New York Stock Exchange

Market cap (USD)$54.1B
Gross margin (TTM)25.7%
Operating margin (TTM)16.4%
Net margin (TTM)13%
SectorConsumer
IndustryRestaurants
CountryUS
Data as of2025-12-26
Moat score
62/ 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 Chipotle Mexican Grill, Inc.'s moat claims, evidence, and risks.

View CMG analysis

Global Payments Inc.

GPN · New York Stock Exchange

Market cap (USD)$18.8B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorFinancials
Industry
CountryUS
Data as of2026-01-10
Moat score
62/ 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 Global Payments Inc.'s moat claims, evidence, and risks.

View GPN analysis

Comparison highlights

  • Moat score: both at 62 / 100.
  • Segment focus: Chipotle Mexican Grill, Inc. has 1 segment (100% in Restaurant operations (company-owned Chipotle restaurants)); Global Payments Inc. has 2 segments (76.1% in Merchant Solutions).
  • Moat breadth: Chipotle Mexican Grill, Inc. has 4 moat types across 2 domains; Global Payments Inc. has 6 across 4.

Primary market context

Chipotle Mexican Grill, Inc.

Restaurant operations (company-owned Chipotle restaurants)

Market

Fast-casual restaurants (Mexican-inspired, made-to-order)

Geography

Primarily United States; limited international presence

Customer

Consumers

Role

Company-operated restaurant operator

Revenue share

100%

Global Payments Inc.

Merchant Solutions

Market

Merchant acquiring and integrated payments (card-present and e-commerce)

Geography

Global

Customer

Merchants (SMB to enterprise) and software platforms

Role

Acquirer and payment processor

Revenue share

76.1%

Side-by-side metrics

Chipotle Mexican Grill, Inc.
Global Payments Inc.
Ticker / Exchange
CMG - New York Stock Exchange
GPN - New York Stock Exchange
Market cap (USD)
$54.1B
$18.8B
Gross margin (TTM)
25.7%
n/a
Operating margin (TTM)
16.4%
n/a
Net margin (TTM)
13%
n/a
Sector
Consumer
Financials
Industry
Restaurants
n/a
HQ country
US
US
Primary segment
Restaurant operations (company-owned Chipotle restaurants)
Merchant Solutions
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
62 / 100
62 / 100
Moat domains
Demand, Supply
Network, Demand, Supply, Legal
Last update
2025-12-26
2026-01-10

Moat coverage

Shared moat types

No overlap yet.

Chipotle Mexican Grill, Inc. strengths

Brand TrustSupply Chain ControlOperational ExcellenceHabit Default

Global Payments Inc. strengths

Ecosystem ComplementsData Workflow LockinScale Economies Unit CostLong Term ContractsSwitching Costs GeneralCompliance Advantage

Segment mix

Chipotle Mexican Grill, Inc. segments

Full profile >

Restaurant operations (company-owned Chipotle restaurants)

Competitive

100%

Global Payments Inc. segments

Full profile >

Merchant Solutions

Competitive

76.1%

Issuer Solutions

Oligopoly

24.6%

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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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.