VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Cochlear Limited vs Old Dominion Freight Line, Inc.

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

Cochlear Limited

COH · ASX

Market cap (USD)$17B
Gross margin (TTM)74.5%
Operating margin (TTM)22.7%
Net margin (TTM)16.2%
SectorHealthcare
IndustryMedical - Devices
CountryAU
Data as of2026-01-04
Moat score
81/ 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 Cochlear Limited's moat claims, evidence, and risks.

View COH analysis

Old Dominion Freight Line, Inc.

ODFL · NASDAQ

Market cap (USD)$34.2B
Gross margin (TTM)33%
Operating margin (TTM)25%
Net margin (TTM)19%
SectorIndustrials
IndustryTrucking
CountryUS
Data as of2026-01-06
Moat score
70/ 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 Old Dominion Freight Line, Inc.'s moat claims, evidence, and risks.

View ODFL analysis

Comparison highlights

  • Moat score gap: Cochlear Limited leads (81 / 100 vs 70 / 100 for Old Dominion Freight Line, Inc.).
  • Segment focus: Cochlear Limited has 3 segments (62.4% in Cochlear Implants); Old Dominion Freight Line, Inc. has 2 segments (99.1% in LTL Services).
  • Moat breadth: Cochlear Limited has 8 moat types across 3 domains; Old Dominion Freight Line, Inc. has 6 across 2.

Primary market context

Cochlear Limited

Cochlear Implants

Market

Cochlear implant systems (internal implant + external sound processors) for severe-to-profound hearing loss

Geography

Global

Customer

Hospitals/ENT clinics and audiology programs (providers) serving implant candidates/recipients; reimbursed by public/private payers

Role

Medical device OEM / platform owner (implant + processor + fitting software + clinical support)

Revenue share

62.4%

Old Dominion Freight Line, Inc.

LTL Services

Market

Less-than-truckload (LTL) freight transportation

Geography

United States (primarily); broader North America via alliances

Customer

B2B shippers

Role

Asset-based carrier (pickup, linehaul, delivery)

Revenue share

99.1%

Side-by-side metrics

Cochlear Limited
Old Dominion Freight Line, Inc.
Ticker / Exchange
COH - ASX
ODFL - NASDAQ
Market cap (USD)
$17B
$34.2B
Gross margin (TTM)
74.5%
33%
Operating margin (TTM)
22.7%
25%
Net margin (TTM)
16.2%
19%
Sector
Healthcare
Industrials
Industry
Medical - Devices
Trucking
HQ country
AU
US
Primary segment
Cochlear Implants
LTL Services
Market structure
Oligopoly
Oligopoly
Market share
60%-65% (reported)
11%-13% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
81 / 100
70 / 100
Moat domains
Demand, Legal, Supply
Supply, Demand
Last update
2026-01-04
2026-01-06

Moat coverage

Shared moat types

Brand TrustData Workflow Lockin

Cochlear Limited strengths

Compliance AdvantageCapex Knowhow ScaleIP Choke PointService Field NetworkInstalled Base ConsumablesFormat Lock In

Old Dominion Freight Line, Inc. strengths

Physical Network DensityOperational ExcellenceScale Economies Unit CostSuite Bundling

Segment mix

Cochlear Limited segments

Full profile >

Cochlear Implants

Oligopoly

62.4%

Services

Monopoly

25.9%

Acoustics

Oligopoly

11.7%

Old Dominion Freight Line, Inc. segments

Full profile >

LTL Services

Oligopoly

99.1%

Other Services (Drayage, Brokerage, Supply Chain Consulting)

Competitive

0.9%

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.