VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Equifax Inc. vs Stevanato Group S.p.A.

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)$27.3B
Gross margin (TTM)56.3%
Operating margin (TTM)18.5%
Net margin (TTM)11.1%
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

Stevanato Group S.p.A.

STVN · New York Stock Exchange

Market cap (USD)$5.7B
Gross margin (TTM)28.6%
Operating margin (TTM)16.7%
Net margin (TTM)12%
SectorHealthcare
IndustryMedical - Instruments & Supplies
CountryIT
Data as of2026-01-05
Moat score
59/ 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 Stevanato Group S.p.A.'s moat claims, evidence, and risks.

View STVN analysis

Comparison highlights

  • Moat score gap: Equifax Inc. leads (70 / 100 vs 59 / 100 for Stevanato Group S.p.A.).
  • Segment focus: Equifax Inc. has 3 segments (42.8% in Workforce Solutions); Stevanato Group S.p.A. has 3 segments (46.3% in Other Containment and Delivery Solutions).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Weak.
  • Moat breadth: Equifax Inc. has 3 moat types across 3 domains; Stevanato Group S.p.A. has 8 across 3.

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%

Stevanato Group S.p.A.

Other Containment and Delivery Solutions

Market

Standard primary packaging and related services for injectable drugs and diagnostics

Geography

Global

Customer

Pharmaceutical, biotechnology, diagnostics and life sciences companies; fill-finish CMOs

Role

Primary packaging/component manufacturer and contract manufacturing partner

Revenue share

46.3%

Side-by-side metrics

Equifax Inc.
Stevanato Group S.p.A.
Ticker / Exchange
EFX - New York Stock Exchange
STVN - New York Stock Exchange
Market cap (USD)
$27.3B
$5.7B
Gross margin (TTM)
56.3%
28.6%
Operating margin (TTM)
18.5%
16.7%
Net margin (TTM)
11.1%
12%
Sector
Industrials
Healthcare
Industry
Consulting Services
Medical - Instruments & Supplies
HQ country
US
IT
Primary segment
Workforce Solutions
Other Containment and Delivery Solutions
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Weak
Moat score
70 / 100
59 / 100
Moat domains
Network, Demand, Legal
Demand, Supply, Network
Last update
2025-12-26
2026-01-05

Moat coverage

Shared moat types

No overlap yet.

Equifax Inc. strengths

Data Network EffectsData Workflow LockinCompliance Advantage

Stevanato Group S.p.A. strengths

Design In QualificationCapex Knowhow ScaleDe Facto StandardBrand TrustLong Term ContractsOperational ExcellenceService Field NetworkScope Economies

Segment mix

Equifax Inc. segments

Full profile >

Workforce Solutions

Oligopoly

42.8%

U.S. Information Solutions

Oligopoly

33.3%

International

Competitive

23.8%

Stevanato Group S.p.A. segments

Full profile >

High-Value Solutions

Oligopoly

38.3%

Other Containment and Delivery Solutions

Competitive

46.3%

Engineering

Competitive

15.4%

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.