VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

Equifax Inc. vs Ferguson Enterprises Inc.

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

Equifax Inc.

EFX · New York Stock Exchange

Market cap (USD)$19.7B
Gross margin (TTM)44.7%
Operating margin (TTM)18.3%
Net margin (TTM)11.1%
SectorIndustrials
IndustryConsulting Services
CountryUS
Data as of2026-05-26
Moat score
78/ 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 Equifax Inc.'s moat claims, evidence, and risks.

View EFX analysis

Ferguson Enterprises Inc.

FERG · New York Stock Exchange

Market cap (USD)$44.6B
Gross margin (TTM)30.7%
Operating margin (TTM)9.2%
Net margin (TTM)6.6%
SectorIndustrials
IndustryIndustrial - Distribution
CountryUS
Data as of2026-01-01
Moat score
72/ 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 Ferguson Enterprises Inc.'s moat claims, evidence, and risks.

View FERG analysis

Comparison highlights

  • Moat score gap: Equifax Inc. leads (78 / 100 vs 72 / 100 for Ferguson Enterprises Inc.).
  • Segment focus: Equifax Inc. has 4 segments (36.7% in U.S. Information Solutions); Ferguson Enterprises Inc. has 2 segments (95.1% in United States).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Equifax Inc. has 8 moat types across 4 domains; Ferguson Enterprises Inc. has 4 across 2.

Primary market context

Equifax Inc.

U.S. Information Solutions

Market

U.S. consumer and commercial credit information, mortgage credit, identity, fraud, analytics and financial marketing services

Geography

United States

Customer

Banks, mortgage lenders, auto lenders, credit card issuers, telecoms, utilities, merchants, resellers, and consumers

Role

Consumer reporting agency, credit-data supplier, decisioning workflow provider, fraud/identity data provider and mortgage-data distributor

Revenue share

36.7%

Ferguson Enterprises Inc.

United States

Market

Value-added distribution of plumbing, HVAC, PVF, waterworks and related products/services

Geography

United States

Customer

Residential and non-residential professional trade customers (contractors/builders) plus industrial and infrastructure customers

Role

Value-added distributor (B2B)

Revenue share

95.1%

Side-by-side metrics

Equifax Inc.
Ferguson Enterprises Inc.
Ticker / Exchange
EFX - New York Stock Exchange
FERG - New York Stock Exchange
Market cap (USD)
$19.7B
$44.6B
Gross margin (TTM)
44.7%
30.7%
Operating margin (TTM)
18.3%
9.2%
Net margin (TTM)
11.1%
6.6%
Sector
Industrials
Industrials
Industry
Consulting Services
Industrial - Distribution
HQ country
US
US
Primary segment
U.S. Information Solutions
United States
Market structure
Oligopoly
Competitive
Market share
25%-35% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
78 / 100
72 / 100
Moat domains
Network, Legal, Demand, Supply
Supply, Demand
Last update
2026-05-26
2026-01-01

Moat coverage

Shared moat types

Data Workflow Lockin

Equifax Inc. strengths

Data Network EffectsTwo Sided NetworkContractual ExclusivityCompliance AdvantageTraining Org Change CostsDe Facto StandardGeographic Natural

Ferguson Enterprises Inc. strengths

Physical Network DensityScale Economies Unit CostScope Economies

Segment mix

Equifax Inc. segments

Full profile >

Workforce Verification Services

Quasi-Monopoly

34.7%

Workforce Employer Services

Competitive

6.8%

U.S. Information Solutions

Oligopoly

36.7%

International

Oligopoly

21.8%

Ferguson Enterprises Inc. segments

Full profile >

United States

Competitive

95.1%

Canada

Competitive

4.9%

Want the full wide moat stocks list?

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Looking for expansion-stage stocks?

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.