VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

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Stock Comparison

Canadian Pacific Kansas City Limited vs FedEx Corporation

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

Canadian Pacific Kansas City Limited

CP · New York Stock Exchange

Market cap (USD)$66.2B

Gross margin (TTM)56.7%

Operating margin (TTM)37%

Net margin (TTM)28.4%

SectorIndustrials

IndustryRailroads

CountryCA

Data as of2025-12-30

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 Canadian Pacific Kansas City Limited's moat claims, evidence, and risks.

View CP analysis

FedEx Corporation

FDX · New York Stock Exchange

Market cap (USD)—

Gross margin (TTM)—

Operating margin (TTM)—

Net margin (TTM)—

SectorIndustrials

Industry—

CountryUS

Data as of2026-01-10

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 FedEx Corporation's moat claims, evidence, and risks.

View FDX analysis

Comparison highlights

Moat score gap: FedEx Corporation leads (72 / 100 vs 70 / 100 for Canadian Pacific Kansas City Limited).
Segment focus: Canadian Pacific Kansas City Limited has 4 segments (46% in Merchandise Freight); FedEx Corporation has 3 segments (85.6% in Federal Express (integrated parcel & express)).
Moat breadth: Canadian Pacific Kansas City Limited has 4 moat types across 2 domains; FedEx Corporation has 6 across 4.

Primary market context

Canadian Pacific Kansas City Limited

Merchandise Freight

Market

North American carload rail freight (industrial and consumer commodities)

Geography

Canada, United States, Mexico

Customer

Industrial shippers and manufacturers across multiple commodity groups

Role

Rail carrier + logistics/transload provider

Revenue share

46%

FedEx Corporation

Federal Express (integrated parcel & express)

Market

Integrated parcel and express delivery (air-ground integrator model)

Geography

Global

Customer

Business and consumer shippers

Role

Carrier / integrator

Revenue share

85.6%

Side-by-side metrics

Canadian Pacific Kansas City Limited

FedEx Corporation

Ticker / Exchange

CP - New York Stock Exchange

FDX - New York Stock Exchange

Market cap (USD)

$66.2B

n/a

Gross margin (TTM)

56.7%

n/a

Operating margin (TTM)

37%

n/a

Net margin (TTM)

28.4%

n/a

Sector

Industrials

Industry

Railroads

n/a

HQ country

Primary segment

Merchandise Freight

Federal Express (integrated parcel & express)

Market structure

Oligopoly

Market share

n/a

18% (reported)

HHI estimate

n/a

2,464

Pricing power

Moderate

Moat score

70 / 100

72 / 100

Moat domains

Legal, Supply

Supply, Demand, Financial, Network

Last update

2025-12-30

2026-01-10

Moat coverage

Shared moat types

Physical Network Density

Canadian Pacific Kansas City Limited strengths

Permits Rights Of WayOperational ExcellenceDistribution Control

FedEx Corporation strengths

Scale Economies Unit CostBrand TrustBenchmark Pricing PowerScope EconomiesData Network Effects

Segment mix

Canadian Pacific Kansas City Limited segments

Full profile >

Bulk Freight

Oligopoly

34.2%

Merchandise Freight

Oligopoly

46%

Intermodal Freight

Competitive

17.6%

Non-freight and Other

Competitive

2.2%

FedEx Corporation segments

Full profile >

Federal Express (integrated parcel & express)

Oligopoly

85.6%

FedEx Freight (LTL)

Oligopoly

10.1%

Corporate, other, and eliminations (Dataworks, Office, Logistics)

Competitive

4.2%

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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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.