VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

CSX Corporation vs Netflix, Inc.

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

CSX Corporation

CSX · NASDAQ

Market cap (USD)$66.9B
Gross margin (TTM)36.6%
Operating margin (TTM)30.7%
Net margin (TTM)19.2%
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

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: CSX Corporation leads (74 / 100 vs 65 / 100 for Netflix, Inc.).
  • Segment focus: CSX Corporation has 5 segments (61.2% in Merchandise (Rail)); Netflix, Inc. has 1 segment (100% in Streaming entertainment platform).
  • Moat breadth: CSX Corporation has 6 moat types across 2 domains; Netflix, Inc. has 5 across 4.

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%

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

CSX Corporation
Netflix, Inc.
Ticker / Exchange
CSX - NASDAQ
NFLX - NASDAQ
Market cap (USD)
$66.9B
$387.5B
Gross margin (TTM)
36.6%
48.1%
Operating margin (TTM)
30.7%
29.1%
Net margin (TTM)
19.2%
24.1%
Sector
Industrials
Communication Services
Industry
Railroads
Entertainment
HQ country
US
US
Primary segment
Merchandise (Rail)
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
74 / 100
65 / 100
Moat domains
Supply, Legal
Network, Supply, Legal, Financial
Last update
2026-01-02
2026-01-05

Moat coverage

Shared moat types

Physical Network DensityScale Economies Unit Cost

CSX Corporation strengths

Permits Rights Of WayCapex Knowhow ScaleOperational ExcellenceGeographic Natural

Netflix, Inc. strengths

Data Network EffectsContent Rights CurrencyFloat Prepayment

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%

Netflix, Inc. segments

Full profile >

Streaming entertainment platform

Oligopoly

100%

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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.