VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

Equifax Inc. vs General Dynamics Corporation

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

General Dynamics Corporation

GD · New York Stock Exchange

Market cap (USD)$93B
Gross margin (TTM)15.2%
Operating margin (TTM)10.2%
Net margin (TTM)8.1%
SectorIndustrials
IndustryAerospace & Defense
CountryUS
Data as of2026-05-26
Moat score
81/ 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 General Dynamics Corporation's moat claims, evidence, and risks.

View GD analysis

Comparison highlights

  • Moat score gap: General Dynamics Corporation leads (81 / 100 vs 78 / 100 for Equifax Inc.).
  • Segment focus: Equifax Inc. has 4 segments (36.7% in U.S. Information Solutions); General Dynamics Corporation has 4 segments (31.8% in Marine Systems (Nuclear subs + surface shipbuilding)).
  • Primary market structure: Oligopoly vs Duopoly. Pricing power: Moderate vs Weak.
  • Moat breadth: Equifax Inc. has 8 moat types across 4 domains; General Dynamics Corporation has 11 across 3.

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%

General Dynamics Corporation

Marine Systems (Nuclear subs + surface shipbuilding)

Market

U.S. Navy nuclear-powered submarine construction and major surface combatant shipbuilding/lifecycle services

Geography

United States

Customer

Government (primarily U.S. Navy)

Role

Prime contractor / shipbuilder / lifecycle services

Revenue share

31.8%

Side-by-side metrics

Equifax Inc.
General Dynamics Corporation
Ticker / Exchange
EFX - New York Stock Exchange
GD - New York Stock Exchange
Market cap (USD)
$19.7B
$93B
Gross margin (TTM)
44.7%
15.2%
Operating margin (TTM)
18.3%
10.2%
Net margin (TTM)
11.1%
8.1%
Sector
Industrials
Industrials
Industry
Consulting Services
Aerospace & Defense
HQ country
US
US
Primary segment
U.S. Information Solutions
Marine Systems (Nuclear subs + surface shipbuilding)
Market structure
Oligopoly
Duopoly
Market share
25%-35% (estimated)
45%-55% (estimated)
HHI estimate
n/a
5,000
Pricing power
Moderate
Weak
Moat score
78 / 100
81 / 100
Moat domains
Network, Legal, Demand, Supply
Demand, Supply, Legal
Last update
2026-05-26
2026-05-26

Moat coverage

Shared moat types

Compliance Advantage

Equifax Inc. strengths

Data Network EffectsTwo Sided NetworkContractual ExclusivityTraining Org Change CostsDe Facto StandardData Workflow LockinGeographic Natural

General Dynamics Corporation strengths

Brand TrustService Field NetworkRegulated Standards PipeCapex Knowhow ScaleLong Term ContractsGovernment Contracting RelationshipsDesign In QualificationProcurement InertiaCapacity MoatSuite Bundling

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%

General Dynamics Corporation segments

Full profile >

Aerospace (Gulfstream + Jet Aviation)

Oligopoly

24.9%

Marine Systems (Nuclear subs + surface shipbuilding)

Duopoly

31.8%

Combat Systems (Land vehicles + munitions)

Oligopoly

17.6%

Technologies (C5ISR + Federal IT)

Competitive

25.6%

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.