VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

Equifax Inc. vs Verisk Analytics, 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

Verisk Analytics, Inc.

VRSK · NASDAQ Global Select Market

Market cap (USD)$22.6B
Gross margin (TTM)67.4%
Operating margin (TTM)44.9%
Net margin (TTM)29.3%
SectorIndustrials
IndustrySoftware - Services
CountryUS
Data as of2026-05-27
Moat score
84/ 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 Verisk Analytics, Inc.'s moat claims, evidence, and risks.

View VRSK analysis

Comparison highlights

  • Moat score gap: Verisk Analytics, Inc. leads (84 / 100 vs 78 / 100 for Equifax Inc.).
  • Segment focus: Equifax Inc. has 4 segments (36.7% in U.S. Information Solutions); Verisk Analytics, Inc. has 2 segments (70.5% in Underwriting Solutions).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Equifax Inc. has 8 moat types across 4 domains; Verisk Analytics, Inc. has 6 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%

Verisk Analytics, Inc.

Underwriting Solutions

Market

Property and casualty insurance underwriting content and analytics (forms and rules and loss costs, underwriting data and catastrophe and weather risk)

Geography

Primarily U.S. (with growing international offerings)

Customer

P&C insurers (personal and commercial lines)

Role

Insurance data and analytics and standards and content provider

Revenue share

70.5%

Side-by-side metrics

Equifax Inc.
Verisk Analytics, Inc.
Ticker / Exchange
EFX - New York Stock Exchange
VRSK - NASDAQ Global Select Market
Market cap (USD)
$19.7B
$22.6B
Gross margin (TTM)
44.7%
67.4%
Operating margin (TTM)
18.3%
44.9%
Net margin (TTM)
11.1%
29.3%
Sector
Industrials
Industrials
Industry
Consulting Services
Software - Services
HQ country
US
US
Primary segment
U.S. Information Solutions
Underwriting 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
84 / 100
Moat domains
Network, Legal, Demand, Supply
Network, Legal, Demand
Last update
2026-05-26
2026-05-27

Moat coverage

Shared moat types

Data Network EffectsCompliance AdvantageDe Facto StandardData Workflow Lockin

Equifax Inc. strengths

Two Sided NetworkContractual ExclusivityTraining Org Change CostsGeographic Natural

Verisk Analytics, Inc. strengths

Ecosystem ComplementsFormat Lock In

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%

Verisk Analytics, Inc. segments

Full profile >

Underwriting Solutions

Oligopoly

70.5%

Claims Solutions

Oligopoly

29.5%

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.