VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Canadian National Railway Company vs Yum China Holdings, Inc.

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

Yum China Holdings, Inc.

YUMC · New York Stock Exchange

Market cap (USD)
SectorConsumer
CountryUS
Data as of2025-12-28
Moat score
75/ 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 Yum China Holdings, Inc.'s moat claims, evidence, and risks.

View YUMC analysis

Comparison highlights

  • Moat score gap: Canadian National Railway Company leads (97 / 100 vs 75 / 100 for Yum China Holdings, Inc.).
  • Segment focus: Canadian National Railway Company has 2 segments (96.2% in Rail freight transportation network); Yum China Holdings, Inc. has 3 segments (75.3% in KFC).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Canadian National Railway Company has 4 moat types across 2 domains; Yum China Holdings, Inc. has 7 across 3.

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%

Yum China Holdings, Inc.

KFC

Market

Quick-service restaurants (QSR), chicken-focused, in China

Geography

China

Customer

Consumers (end-users) via dine-in, takeaway and delivery

Role

Brand owner/operator (company-owned + franchised restaurants)

Revenue share

75.3%

Side-by-side metrics

Canadian National Railway Company
Yum China Holdings, Inc.
Ticker / Exchange
CNR - Toronto Stock Exchange
YUMC - New York Stock Exchange
Market cap (USD)
$61.2B
n/a
Sector
Industrials
Consumer
HQ country
CA
US
Primary segment
Rail freight transportation network
KFC
Market structure
Duopoly
Oligopoly
Market share
50%-56% (estimated)
n/a
HHI estimate
4,031
n/a
Pricing power
Moderate
Moderate
Moat score
97 / 100
75 / 100
Moat domains
Legal, Supply
Legal, Demand, Supply
Last update
2025-12-30
2025-12-28

Moat coverage

Shared moat types

Physical Network DensityScope Economies

Canadian National Railway Company strengths

Permits Rights Of WayScale Economies Unit Cost

Yum China Holdings, Inc. strengths

Contractual ExclusivityBrand TrustSupply Chain ControlHabit DefaultOperational Excellence

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%

Yum China Holdings, Inc. segments

Full profile >

KFC

Oligopoly

75.3%

Pizza Hut

Competitive

20%

All Other Segments (Emerging brands, delivery & e-commerce)

Competitive

1.6%

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.