VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Equifax Inc. vs Old Dominion Freight Line, 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)$24.2B
Gross margin (TTM)44.6%
Operating margin (TTM)18%
Net margin (TTM)10.9%
SectorIndustrials
IndustryConsulting Services
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

Old Dominion Freight Line, Inc.

ODFL · NASDAQ

Market cap (USD)$42.1B
Gross margin (TTM)32.2%
Operating margin (TTM)24.8%
Net margin (TTM)18.6%
SectorIndustrials
IndustryTrucking
CountryUS
Data as of2026-01-06
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 Old Dominion Freight Line, Inc.'s moat claims, evidence, and risks.

View ODFL analysis

Comparison highlights

  • Moat score: both at 70 / 100.
  • Segment focus: Equifax Inc. has 3 segments (42.8% in Workforce Solutions); Old Dominion Freight Line, Inc. has 2 segments (99.1% in LTL Services).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Equifax Inc. has 3 moat types across 3 domains; Old Dominion Freight Line, Inc. has 6 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%

Old Dominion Freight Line, Inc.

LTL Services

Market

Less-than-truckload (LTL) freight transportation

Geography

United States (primarily); broader North America via alliances

Customer

B2B shippers

Role

Asset-based carrier (pickup, linehaul, delivery)

Revenue share

99.1%

Side-by-side metrics

Equifax Inc.
Old Dominion Freight Line, Inc.
Ticker / Exchange
EFX - New York Stock Exchange
ODFL - NASDAQ
Market cap (USD)
$24.2B
$42.1B
Gross margin (TTM)
44.6%
32.2%
Operating margin (TTM)
18%
24.8%
Net margin (TTM)
10.9%
18.6%
Sector
Industrials
Industrials
Industry
Consulting Services
Trucking
HQ country
US
US
Primary segment
Workforce Solutions
LTL Services
Market structure
Oligopoly
Oligopoly
Market share
n/a
11%-13% (implied)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
70 / 100
70 / 100
Moat domains
Network, Demand, Legal
Supply, Demand
Last update
2025-12-26
2026-01-06

Moat coverage

Shared moat types

Data Workflow Lockin

Equifax Inc. strengths

Data Network EffectsCompliance Advantage

Old Dominion Freight Line, Inc. strengths

Physical Network DensityOperational ExcellenceScale Economies Unit CostBrand TrustSuite Bundling

Segment mix

Equifax Inc. segments

Full profile >

Workforce Solutions

Oligopoly

42.8%

U.S. Information Solutions

Oligopoly

33.3%

International

Competitive

23.8%

Old Dominion Freight Line, Inc. segments

Full profile >

LTL Services

Oligopoly

99.1%

Other Services (Drayage, Brokerage, Supply Chain Consulting)

Competitive

0.9%

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.