VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Canadian Pacific Kansas City Limited vs Netflix, Inc.

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)$67.3B
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

Netflix, Inc.

NFLX · NASDAQ

Market cap (USD)$387.5B
Gross margin (TTM)48.1%
Operating margin (TTM)29.1%
Net margin (TTM)24.1%
SectorCommunication Services
IndustryEntertainment
CountryUS
Data as of2026-01-05
Moat score
65/ 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 Netflix, Inc.'s moat claims, evidence, and risks.

View NFLX analysis

Comparison highlights

  • Moat score gap: Canadian Pacific Kansas City Limited leads (70 / 100 vs 65 / 100 for Netflix, Inc.).
  • Segment focus: Canadian Pacific Kansas City Limited has 4 segments (46% in Merchandise Freight); Netflix, Inc. has 1 segment (100% in Streaming entertainment platform).
  • Moat breadth: Canadian Pacific Kansas City Limited has 4 moat types across 2 domains; Netflix, Inc. has 5 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%

Netflix, Inc.

Streaming entertainment platform

Market

Paid streaming video entertainment (SVOD/AVOD)

Geography

Global

Customer

Consumers (B2C); advertisers via ad-supported inventory

Role

Streaming platform operator; content producer/licensor

Revenue share

100%

Side-by-side metrics

Canadian Pacific Kansas City Limited
Netflix, Inc.
Ticker / Exchange
CP - New York Stock Exchange
NFLX - NASDAQ
Market cap (USD)
$67.3B
$387.5B
Gross margin (TTM)
56.7%
48.1%
Operating margin (TTM)
37%
29.1%
Net margin (TTM)
28.4%
24.1%
Sector
Industrials
Communication Services
Industry
Railroads
Entertainment
HQ country
CA
US
Primary segment
Merchandise Freight
Streaming entertainment platform
Market structure
Oligopoly
Oligopoly
Market share
n/a
8.2%-8.4% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
70 / 100
65 / 100
Moat domains
Legal, Supply
Network, Supply, Legal, Financial
Last update
2025-12-30
2026-01-05

Moat coverage

Shared moat types

Physical Network Density

Canadian Pacific Kansas City Limited strengths

Permits Rights Of WayOperational ExcellenceDistribution Control

Netflix, Inc. strengths

Data Network EffectsScale Economies Unit CostContent Rights CurrencyFloat Prepayment

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%

Netflix, Inc. segments

Full profile >

Streaming entertainment platform

Oligopoly

100%

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.