VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Canadian Pacific Kansas City Limited vs Texas Instruments Incorporated

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)
SectorIndustrials
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

Texas Instruments Incorporated

TXN · Nasdaq Global Select Market

Market cap (USD)$160.7B
SectorTechnology
CountryUS
Data as of2025-12-30
Moat score
66/ 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 Texas Instruments Incorporated's moat claims, evidence, and risks.

View TXN analysis

Comparison highlights

  • Moat score gap: Canadian Pacific Kansas City Limited leads (70 / 100 vs 66 / 100 for Texas Instruments Incorporated).
  • Segment focus: Canadian Pacific Kansas City Limited has 4 segments (46% in Merchandise Freight); Texas Instruments Incorporated has 3 segments (77.8% in Analog).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Canadian Pacific Kansas City Limited has 4 moat types across 2 domains; Texas Instruments Incorporated has 7 across 3.

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%

Texas Instruments Incorporated

Analog

Market

Analog semiconductors (power management and signal chain ICs)

Geography

Global

Customer

Electronics OEMs/ODMs and distributors

Role

IDM semiconductor supplier

Revenue share

77.8%

Side-by-side metrics

Canadian Pacific Kansas City Limited
Texas Instruments Incorporated
Ticker / Exchange
CP - New York Stock Exchange
TXN - Nasdaq Global Select Market
Market cap (USD)
n/a
$160.7B
Sector
Industrials
Technology
HQ country
CA
US
Primary segment
Merchandise Freight
Analog
Market structure
Oligopoly
Competitive
Market share
n/a
12%-16% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
70 / 100
66 / 100
Moat domains
Legal, Supply
Supply, Demand, Legal
Last update
2025-12-30
2025-12-30

Moat coverage

Shared moat types

Distribution Control

Canadian Pacific Kansas City Limited strengths

Permits Rights Of WayPhysical Network DensityOperational Excellence

Texas Instruments Incorporated strengths

Scale Economies Unit CostSupply Chain ControlScope EconomiesTraining Org Change CostsIP Choke PointHabit Default

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%

Texas Instruments Incorporated segments

Full profile >

Analog

Competitive

77.8%

Embedded Processing

Competitive

16.2%

Other

Competitive

6.1%

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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.