VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

CSX Corporation vs Meta Platforms, Inc.

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

Meta Platforms, Inc.

META · Nasdaq Global Select Market

Market cap (USD)$1.6T
Gross margin (TTM)82%
Operating margin (TTM)43.2%
Net margin (TTM)30.9%
SectorCommunication Services
IndustryInternet Content & Information
CountryUS
Data as of2025-12-26
Moat score
94/ 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 Meta Platforms, Inc.'s moat claims, evidence, and risks.

View META analysis

Comparison highlights

  • Moat score gap: Meta Platforms, Inc. leads (94 / 100 vs 74 / 100 for CSX Corporation).
  • Segment focus: CSX Corporation has 5 segments (61.2% in Merchandise (Rail)); Meta Platforms, Inc. has 2 segments (98.7% in Family of Apps (FoA)).
  • Moat breadth: CSX Corporation has 6 moat types across 2 domains; Meta Platforms, Inc. has 6 across 2.

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%

Meta Platforms, Inc.

Family of Apps (FoA)

Market

Global social media platforms & social media advertising

Geography

Global

Customer

Consumers and advertisers

Role

Two-sided platform (attention + ad auction)

Revenue share

98.7%

Side-by-side metrics

CSX Corporation
Meta Platforms, Inc.
Ticker / Exchange
CSX - NASDAQ
META - Nasdaq Global Select Market
Market cap (USD)
$67.7B
$1.6T
Gross margin (TTM)
n/a
82%
Operating margin (TTM)
n/a
43.2%
Net margin (TTM)
n/a
30.9%
Sector
Industrials
Communication Services
Industry
Railroads
Internet Content & Information
HQ country
US
US
Primary segment
Merchandise (Rail)
Family of Apps (FoA)
Market structure
Oligopoly
Oligopoly
Market share
n/a
55%-65% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
74 / 100
94 / 100
Moat domains
Supply, Legal
Network, Supply
Last update
2026-01-02
2025-12-26

Moat coverage

Shared moat types

Capex Knowhow Scale

CSX Corporation strengths

Physical Network DensityPermits Rights Of WayOperational ExcellenceGeographic NaturalScale Economies Unit Cost

Meta Platforms, Inc. strengths

Two Sided NetworkDirect Network EffectsData Network EffectsEcosystem ComplementsLearning Curve Yield

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%

Meta Platforms, Inc. segments

Full profile >

Family of Apps (FoA)

Oligopoly

98.7%

Reality Labs (RL)

Quasi-Monopoly

1.3%

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.