VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 9, 2026

Stock Comparison

Domino's Pizza, Inc. vs Manhattan Associates, Inc.

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

Domino's Pizza, Inc.

DPZ · Nasdaq Global Select Market

Market cap (USD)$13.9B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorConsumer
Industry
CountryUS
Data as of2026-01-06
Moat score
77/ 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 Domino's Pizza, Inc.'s moat claims, evidence, and risks.

View DPZ analysis

Manhattan Associates, Inc.

MANH · The Nasdaq Stock Market LLC

Market cap (USD)$10B
Gross margin (TTM)55.9%
Operating margin (TTM)25.9%
Net margin (TTM)20.3%
SectorTechnology
IndustrySoftware - Application
CountryUS
Data as of2025-12-28
Moat score
56/ 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 Manhattan Associates, Inc.'s moat claims, evidence, and risks.

View MANH analysis

Comparison highlights

  • Moat score gap: Domino's Pizza, Inc. leads (77 / 100 vs 56 / 100 for Manhattan Associates, Inc.).
  • Segment focus: Domino's Pizza, Inc. has 3 segments (60.5% in Supply Chain); Manhattan Associates, Inc. has 4 segments (50.4% in Professional services (implementation, consulting, training)).
  • Primary market structure: Quasi-Monopoly vs Competitive. Pricing power: Moderate vs Weak.
  • Moat breadth: Domino's Pizza, Inc. has 7 moat types across 3 domains; Manhattan Associates, Inc. has 7 across 1.

Primary market context

Domino's Pizza, Inc.

Supply Chain

Market

Pizza ingredients manufacturing & distribution for Domino's system stores

Geography

United States and Canada

Customer

Domino's franchisees and company-owned stores

Role

Manufacturer / distributor

Revenue share

60.5%

Manhattan Associates, Inc.

Professional services (implementation, consulting, training)

Market

Supply chain & omnichannel software implementation and consulting services

Geography

Global

Customer

Enterprises implementing or expanding supply chain/omnichannel systems

Role

Implementation and advisory services provider

Revenue share

50.4%

Side-by-side metrics

Domino's Pizza, Inc.
Manhattan Associates, Inc.
Ticker / Exchange
DPZ - Nasdaq Global Select Market
MANH - The Nasdaq Stock Market LLC
Market cap (USD)
$13.9B
$10B
Gross margin (TTM)
n/a
55.9%
Operating margin (TTM)
n/a
25.9%
Net margin (TTM)
n/a
20.3%
Sector
Consumer
Technology
Industry
n/a
Software - Application
HQ country
US
US
Primary segment
Supply Chain
Professional services (implementation, consulting, training)
Market structure
Quasi-Monopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
77 / 100
56 / 100
Moat domains
Supply, Demand, Network
Demand
Last update
2026-01-06
2025-12-28

Moat coverage

Shared moat types

No overlap yet.

Domino's Pizza, Inc. strengths

Physical Network DensityHabit DefaultOperational ExcellenceBrand TrustSupply Chain ControlScale Economies Unit CostEcosystem Complements

Manhattan Associates, Inc. strengths

Suite BundlingData Workflow LockinLong Term ContractsReputation ReviewsProcurement InertiaInstalled Base ConsumablesSwitching Costs General

Segment mix

Domino's Pizza, Inc. segments

Full profile >

U.S. Stores

Oligopoly

32.8%

Supply Chain

Quasi-Monopoly

60.5%

International Franchise

Competitive

6.8%

Manhattan Associates, Inc. segments

Full profile >

Cloud subscriptions (Manhattan Active SaaS)

Oligopoly

32.4%

Professional services (implementation, consulting, training)

Competitive

50.4%

Maintenance and support (legacy perpetual licenses)

Monopoly

13.3%

Perpetual licenses and hardware

Competitive

4%

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.