VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Friday, January 9, 2026

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Stock Comparison

Domino's Pizza, Inc. vs Oracle Corporation

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

Oracle Corporation

ORCL · New York Stock Exchange

Market cap (USD)$544.2B

Gross margin (TTM)70.7%

Operating margin (TTM)30.3%

Net margin (TTM)25.3%

SectorTechnology

IndustrySoftware - Infrastructure

CountryUS

Data as of2025-12-26

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 Oracle Corporation's moat claims, evidence, and risks.

View ORCL analysis

Comparison highlights

Moat score gap: Domino's Pizza, Inc. leads (77 / 100 vs 56 / 100 for Oracle Corporation).
Segment focus: Domino's Pizza, Inc. has 3 segments (60.5% in Supply Chain); Oracle Corporation has 5 segments (42.9% in Infrastructure cloud services and license support).
Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Moderate vs Weak.
Moat breadth: Domino's Pizza, Inc. has 7 moat types across 3 domains; Oracle Corporation has 7 across 3.

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%

Oracle Corporation

Infrastructure cloud services and license support

Market

Enterprise cloud infrastructure services (IaaS/PaaS, cloud database) plus related support

Geography

Global

Customer

Enterprises & developers

Role

Cloud service provider (IaaS/PaaS)

Revenue share

42.9%

Side-by-side metrics

Domino's Pizza, Inc.

Oracle Corporation

Ticker / Exchange

DPZ - Nasdaq Global Select Market

ORCL - New York Stock Exchange

Market cap (USD)

$13.9B

$544.2B

Gross margin (TTM)

n/a

70.7%

Operating margin (TTM)

n/a

30.3%

Net margin (TTM)

n/a

25.3%

Sector

Consumer

Technology

Industry

n/a

Software - Infrastructure

HQ country

Primary segment

Supply Chain

Infrastructure cloud services and license support

Market structure

Quasi-Monopoly

Oligopoly

Market share

n/a

3% (estimated)

HHI estimate

n/a

Pricing power

Moderate

Weak

Moat score

77 / 100

56 / 100

Moat domains

Supply, Demand, Network

Demand, Supply, Network

Last update

2026-01-06

2025-12-26

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

Oracle Corporation strengths

Suite BundlingLong Term ContractsCapex Knowhow ScaleInteroperability HubSwitching Costs GeneralKeystone ComponentTraining Org Change Costs

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%

Oracle Corporation segments

Full profile >

Applications cloud services and license support

Oligopoly

33.8%

Infrastructure cloud services and license support

Oligopoly

42.9%

Cloud license and on-premise license

Oligopoly

9.1%

Hardware

Competitive

5.1%

Services

Competitive

9.1%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

Looking for expansion-stage stocks?

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

View expansion-stage stocks

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.