VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Friday, January 2, 2026

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Stock Comparison

Constellation Software Inc. vs McDonald's Corporation

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

Constellation Software Inc.

CSU · Toronto Stock Exchange

Market cap (USD)—

Gross margin (TTM)—

Operating margin (TTM)—

Net margin (TTM)—

SectorTechnology

Industry—

CountryCA

Data as of2026-01-02

Moat score

74/ 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 Constellation Software Inc.'s moat claims, evidence, and risks.

View CSU analysis

McDonald's Corporation

MCD · New York Stock Exchange

Market cap (USD)$216.1B

Gross margin (TTM)57.4%

Operating margin (TTM)46.1%

Net margin (TTM)32%

SectorConsumer

IndustryRestaurants

CountryUS

Data as of2025-12-30

Moat score

80/ 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 McDonald's Corporation's moat claims, evidence, and risks.

View MCD analysis

Comparison highlights

Moat score gap: McDonald's Corporation leads (80 / 100 vs 74 / 100 for Constellation Software Inc.).
Segment focus: Constellation Software Inc. has 6 segments; McDonald's Corporation has 3 segments (48.7% in International Operated Markets).
Moat breadth: Constellation Software Inc. has 3 moat types across 2 domains; McDonald's Corporation has 5 across 2.

Primary market context

Constellation Software Inc.

Volaris Operating Group

Market

Vertical market software (VMS) portfolios across diverse industries (Volaris)

Geography

Global (North America, Continental Europe, UK, Australia, South America, Africa)

Customer

Organizations in specific verticals (mix of public and private sector)

Role

Vertical market software vendor (application provider + long-term maintainer)

McDonald's Corporation

International Operated Markets

Market

Quick-service restaurants and informal eating out (IEO)

Geography

International operated markets (e.g., Australia, Canada, France, Germany, Italy, Poland, Spain, U.K.)

Customer

Consumers (end customers) and franchisees (B2B system partners)

Role

Franchisor / restaurant operator

Revenue share

48.7%

Side-by-side metrics

Constellation Software Inc.

McDonald's Corporation

Ticker / Exchange

CSU - Toronto Stock Exchange

MCD - New York Stock Exchange

Market cap (USD)

n/a

$216.1B

Gross margin (TTM)

n/a

57.4%

Operating margin (TTM)

n/a

46.1%

Net margin (TTM)

n/a

32%

Sector

Technology

Consumer

Industry

n/a

Restaurants

HQ country

Primary segment

Volaris Operating Group

International Operated Markets

Market structure

Competitive

Market share

n/a

HHI estimate

n/a

Pricing power

Moderate

Moat score

74 / 100

80 / 100

Moat domains

Demand, Supply

Last update

2026-01-02

2025-12-30

Moat coverage

Shared moat types

Operational Excellence

Constellation Software Inc. strengths

Switching Costs GeneralInstalled Base Consumables

McDonald's Corporation strengths

Brand TrustPhysical Network DensityDistribution ControlLong Term Contracts

Segment mix

Constellation Software Inc. segments

Full profile >

Volaris Operating Group

Competitive

n/a

Harris Operating Group

Competitive

n/a

Topicus.com Operating Group

Competitive

n/a

Jonas Operating Group

Competitive

n/a

Perseus Operating Group

Competitive

n/a

Vela Operating Group

Competitive

n/a

McDonald's Corporation segments

Full profile >

U.S.

Competitive

41%

International Operated Markets

Competitive

48.7%

International Developmental Licensed Markets & Corporate

Competitive

10.3%

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.