VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

Equifax Inc. vs Intuit 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

Intuit Inc.

INTU · NASDAQ

Market cap (USD)$84B
Gross margin (TTM)81%
Operating margin (TTM)27.5%
Net margin (TTM)21.9%
SectorTechnology
IndustrySoftware - Application
CountryUS
Data as of2026-05-26
Moat score
76/ 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 Intuit Inc.'s moat claims, evidence, and risks.

View INTU analysis

Comparison highlights

  • Moat score gap: Equifax Inc. leads (78 / 100 vs 76 / 100 for Intuit Inc.).
  • Segment focus: Equifax Inc. has 4 segments (36.7% in U.S. Information Solutions); Intuit Inc. has 4 segments (55.2% in Global Business Solutions).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Equifax Inc. has 8 moat types across 4 domains; Intuit Inc. has 8 across 4.

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%

Intuit Inc.

Global Business Solutions

Market

Small and mid-market business financial management, payroll, payments/capital, and marketing automation software (QuickBooks ecosystem + Mailchimp)

Geography

Global

Customer

Small businesses, mid-market businesses, and accounting/bookkeeping professionals

Role

SaaS platform operator and payments/embedded-finance enabler

Revenue share

55.2%

Side-by-side metrics

Equifax Inc.
Intuit Inc.
Ticker / Exchange
EFX - New York Stock Exchange
INTU - NASDAQ
Market cap (USD)
$19.7B
$84B
Gross margin (TTM)
44.7%
81%
Operating margin (TTM)
18.3%
27.5%
Net margin (TTM)
11.1%
21.9%
Sector
Industrials
Technology
Industry
Consulting Services
Software - Application
HQ country
US
US
Primary segment
U.S. Information Solutions
Global Business Solutions
Market structure
Oligopoly
Oligopoly
Market share
25%-35% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
78 / 100
76 / 100
Moat domains
Network, Legal, Demand, Supply
Demand, Network, Supply, Legal
Last update
2026-05-26
2026-05-26

Moat coverage

Shared moat types

Data Network EffectsTwo Sided NetworkCompliance AdvantageData Workflow Lockin

Equifax Inc. strengths

Contractual ExclusivityTraining Org Change CostsDe Facto StandardGeographic Natural

Intuit Inc. strengths

Suite BundlingEcosystem ComplementsBrand TrustDistribution Control

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%

Intuit Inc. segments

Full profile >

Global Business Solutions

Oligopoly

55.2%

TurboTax Consumer Tax

Oligopoly

30.1%

Credit Karma

Competitive

11.1%

ProTax

Oligopoly

3.6%

Want the full wide moat stocks list?

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

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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.