VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Canadian National Railway Company vs Fair Isaac Corporation

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

Canadian National Railway Company

CNR · Toronto Stock Exchange

Market cap (USD)$61.2B
SectorIndustrials
CountryCA
Data as of2025-12-30
Moat score
97/ 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 Canadian National Railway Company's moat claims, evidence, and risks.

View CNR analysis

Fair Isaac Corporation

FICO · New York Stock Exchange

Market cap (USD)$41.4B
SectorTechnology
CountryUS
Data as of2025-12-31
Moat score
82/ 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 Fair Isaac Corporation's moat claims, evidence, and risks.

View FICO analysis

Comparison highlights

  • Moat score gap: Canadian National Railway Company leads (97 / 100 vs 82 / 100 for Fair Isaac Corporation).
  • Segment focus: Canadian National Railway Company has 2 segments (96.2% in Rail freight transportation network); Fair Isaac Corporation has 2 segments (58.7% in Scores).
  • Primary market structure: Duopoly vs Quasi-Monopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Canadian National Railway Company has 4 moat types across 2 domains; Fair Isaac Corporation has 5 across 2.

Primary market context

Canadian National Railway Company

Rail freight transportation network

Market

Canadian Class I freight rail transportation

Geography

Canada (with U.S. cross-border corridors)

Customer

Industrial shippers, intermodal customers, and auto supply chains

Role

Line-haul freight railway (Class I)

Revenue share

96.2%

Fair Isaac Corporation

Scores

Market

Consumer credit scoring and related predictive scores used in lending decisions

Geography

Primarily United States; also international

Customer

Lenders (mortgage, credit card, auto, etc.), consumer reporting agencies, and consumers (B2C)

Role

Score model developer/licensor; distribution via consumer reporting agencies and direct-to-consumer channels

Revenue share

58.7%

Side-by-side metrics

Canadian National Railway Company
Fair Isaac Corporation
Ticker / Exchange
CNR - Toronto Stock Exchange
FICO - New York Stock Exchange
Market cap (USD)
$61.2B
$41.4B
Sector
Industrials
Technology
HQ country
CA
US
Primary segment
Rail freight transportation network
Scores
Market structure
Duopoly
Quasi-Monopoly
Market share
50%-56% (estimated)
90% (reported)
HHI estimate
4,031
n/a
Pricing power
Moderate
Strong
Moat score
97 / 100
82 / 100
Moat domains
Legal, Supply
Network, Demand
Last update
2025-12-30
2025-12-31

Moat coverage

Shared moat types

No overlap yet.

Canadian National Railway Company strengths

Permits Rights Of WayPhysical Network DensityScale Economies Unit CostScope Economies

Fair Isaac Corporation strengths

De Facto StandardFormat Lock InBrand TrustData Workflow LockinSwitching Costs General

Segment mix

Canadian National Railway Company segments

Full profile >

Rail freight transportation network

Duopoly

96.2%

Non-rail logistics and ancillary services

Competitive

3.8%

Fair Isaac Corporation segments

Full profile >

Scores

Quasi-Monopoly

58.7%

Software

Competitive

41.3%

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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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.