VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

CSX Corporation vs The Coca-Cola Company

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

CSX Corporation

CSX · NASDAQ

Market cap (USD)$67.7B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
IndustryRailroads
CountryUS
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 CSX Corporation's moat claims, evidence, and risks.

View CSX analysis

The Coca-Cola Company

KO · New York Stock Exchange

Market cap (USD)$298.4B
Gross margin (TTM)61.6%
Operating margin (TTM)30.7%
Net margin (TTM)27.3%
SectorConsumer
IndustryBeverages - Non-Alcoholic
CountryUS
Data as of2025-12-30
Moat score
79/ 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 The Coca-Cola Company's moat claims, evidence, and risks.

View KO analysis

Comparison highlights

  • Moat score gap: The Coca-Cola Company leads (79 / 100 vs 74 / 100 for CSX Corporation).
  • Segment focus: CSX Corporation has 5 segments (61.2% in Merchandise (Rail)); The Coca-Cola Company has 6 segments (39.6% in North America).
  • Moat breadth: CSX Corporation has 6 moat types across 2 domains; The Coca-Cola Company has 7 across 3.

Primary market context

CSX Corporation

Merchandise (Rail)

Market

Eastern U.S. rail freight transportation (merchandise carload)

Geography

Eastern United States (CSX network; interchange to other railroads)

Customer

Industrial, agricultural, automotive and consumer goods shippers; logistics providers

Role

Common-carrier freight railroad (line-haul + switching/terminal)

Revenue share

61.2%

The Coca-Cola Company

North America

Market

Nonalcoholic ready-to-drink beverages

Geography

North America (primarily United States and Canada)

Customer

Retailers, foodservice, and consumers

Role

Brand owner and concentrate/syrup producer; system marketing leadership

Revenue share

39.6%

Side-by-side metrics

CSX Corporation
The Coca-Cola Company
Ticker / Exchange
CSX - NASDAQ
KO - New York Stock Exchange
Market cap (USD)
$67.7B
$298.4B
Gross margin (TTM)
n/a
61.6%
Operating margin (TTM)
n/a
30.7%
Net margin (TTM)
n/a
27.3%
Sector
Industrials
Consumer
Industry
Railroads
Beverages - Non-Alcoholic
HQ country
US
US
Primary segment
Merchandise (Rail)
North America
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
74 / 100
79 / 100
Moat domains
Supply, Legal
Demand, Supply, Legal
Last update
2026-01-02
2025-12-30

Moat coverage

Shared moat types

Operational Excellence

CSX Corporation strengths

Physical Network DensityPermits Rights Of WayCapex Knowhow ScaleGeographic NaturalScale Economies Unit Cost

The Coca-Cola Company strengths

Brand TrustDistribution ControlLong Term ContractsScope EconomiesIP Choke PointService Field Network

Segment mix

CSX Corporation segments

Full profile >

Merchandise (Rail)

Oligopoly

61.2%

Intermodal (Rail)

Competitive

14.1%

Coal (Rail)

Oligopoly

15.5%

Trucking (Quality Carriers)

Competitive

5.8%

Other Revenue (Rail/Ancillary)

Competitive

3.4%

The Coca-Cola Company segments

Full profile >

Europe, Middle East & Africa

Oligopoly

15.8%

Latin America

Oligopoly

13.7%

North America

Oligopoly

39.6%

Asia Pacific

Oligopoly

10.8%

Global Ventures

Competitive

6.6%

Bottling Investments

Competitive

13.2%

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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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.