VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

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)
Gross margin (TTM)56.3%
Operating margin (TTM)18.5%
Net margin (TTM)11.1%
SectorIndustrials
CountryUS
Data as of2025-12-26
Moat score
70/ 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)$44.7B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
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: Ferguson Enterprises Inc. leads (72 / 100 vs 70 / 100 for Equifax Inc.).
  • Segment focus: Equifax Inc. has 3 segments (42.8% in Workforce Solutions); Ferguson Enterprises Inc. has 2 segments (95.1% in United States).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: Equifax Inc. has 3 moat types across 3 domains; Ferguson Enterprises Inc. has 4 across 2.

Primary market context

Equifax Inc.

Workforce Solutions

Market

Income & employment verification and employer HR compliance services

Geography

Primarily U.S. (with smaller international offerings)

Customer

Employers, lenders, government agencies, and credentialed verifiers

Role

Payroll-fed data & verification intermediary

Revenue share

42.8%

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)
n/a
$44.7B
Gross margin (TTM)
56.3%
n/a
Operating margin (TTM)
18.5%
n/a
Net margin (TTM)
11.1%
n/a
Sector
Industrials
Industrials
HQ country
US
US
Primary segment
Workforce Solutions
United States
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
70 / 100
72 / 100
Moat domains
Network, Demand, Legal
Supply, Demand
Last update
2025-12-26
2026-01-01

Moat coverage

Shared moat types

Data Workflow Lockin

Equifax Inc. strengths

Data Network EffectsCompliance Advantage

Ferguson Enterprises Inc. strengths

Physical Network DensityScale Economies Unit CostScope Economies

Segment mix

Equifax Inc. segments

Full profile >

Workforce Solutions

Oligopoly

42.8%

U.S. Information Solutions

Oligopoly

33.3%

International

Competitive

23.8%

Ferguson Enterprises Inc. segments

Full profile >

United States

Competitive

95.1%

Canada

Competitive

4.9%

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

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.