VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Cintas Corporation vs Netflix, Inc.

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

Cintas Corporation

CTAS · NASDAQ

Market cap (USD)$74.7B
Gross margin (TTM)50.3%
Operating margin (TTM)23%
Net margin (TTM)17.6%
SectorIndustrials
IndustrySpecialty Business Services
CountryUS
Data as of2026-01-01
Moat score
63/ 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 Cintas Corporation's moat claims, evidence, and risks.

View CTAS 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: Netflix, Inc. leads (65 / 100 vs 63 / 100 for Cintas Corporation).
  • Segment focus: Cintas Corporation has 3 segments (77.1% in Uniform Rental and Facility Services); Netflix, Inc. has 1 segment (100% in Streaming entertainment platform).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Cintas Corporation has 5 moat types across 2 domains; Netflix, Inc. has 5 across 4.

Primary market context

Cintas Corporation

Uniform Rental and Facility Services

Market

B2B uniform rental and route-based facility services (entrance mats, restroom supplies, towels/mops, etc.)

Geography

North America (primarily United States; also Canada and Latin America)

Customer

Businesses (SMB to large enterprise) via local delivery routes and branches

Role

Service operator / rental provider (route-based distribution and processing network)

Revenue share

77.1%

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

Cintas Corporation
Netflix, Inc.
Ticker / Exchange
CTAS - NASDAQ
NFLX - NASDAQ
Market cap (USD)
$74.7B
$387.5B
Gross margin (TTM)
50.3%
48.1%
Operating margin (TTM)
23%
29.1%
Net margin (TTM)
17.6%
24.1%
Sector
Industrials
Communication Services
Industry
Specialty Business Services
Entertainment
HQ country
US
US
Primary segment
Uniform Rental and Facility Services
Streaming entertainment platform
Market structure
Competitive
Oligopoly
Market share
n/a
8.2%-8.4% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
63 / 100
65 / 100
Moat domains
Supply, Demand
Network, Supply, Legal, Financial
Last update
2026-01-01
2026-01-05

Moat coverage

Shared moat types

No overlap yet.

Cintas Corporation strengths

Service Field NetworkProcurement InertiaSuite BundlingOperational ExcellenceSwitching Costs General

Netflix, Inc. strengths

Data Network EffectsScale Economies Unit CostContent Rights CurrencyPhysical Network DensityFloat Prepayment

Segment mix

Cintas Corporation segments

Full profile >

Uniform Rental and Facility Services

Competitive

77.1%

First Aid and Safety Services

Competitive

11.8%

All Other (Fire Protection Services and Uniform Direct Sale)

Competitive

11.1%

Netflix, Inc. segments

Full profile >

Streaming entertainment platform

Oligopoly

100%

Want the full wide moat stocks list?

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Proven models entering the expansion stage with unit economics that work.

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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.