VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Emerson Electric Co. vs Old Dominion Freight Line, Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Emerson Electric Co.

EMR · New York Stock Exchange

Market cap (USD)$83.6B
Gross margin (TTM)51.7%
Operating margin (TTM)18%
Net margin (TTM)12.7%
SectorIndustrials
IndustryIndustrial - Machinery
CountryUS
Data as of2026-01-02
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 Emerson Electric Co.'s moat claims, evidence, and risks.

View EMR 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: Emerson Electric Co. has 6 segments (24.2% in Final Control); 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: Emerson Electric Co. has 10 moat types across 4 domains; Old Dominion Freight Line, Inc. has 6 across 2.

Primary market context

Emerson Electric Co.

Final Control

Market

Industrial control valves, isolation/shutoff valves, pressure relief & safety valves, actuators and regulators

Geography

Global

Customer

Process & hybrid manufacturers

Role

Automation components supplier

Revenue share

24.2%

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

Emerson Electric Co.
Old Dominion Freight Line, Inc.
Ticker / Exchange
EMR - New York Stock Exchange
ODFL - NASDAQ
Market cap (USD)
$83.6B
$42.1B
Gross margin (TTM)
51.7%
32.2%
Operating margin (TTM)
18%
24.8%
Net margin (TTM)
12.7%
18.6%
Sector
Industrials
Industrials
Industry
Industrial - Machinery
Trucking
HQ country
US
US
Primary segment
Final Control
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
Demand, Supply, Legal, Network
Supply, Demand
Last update
2026-01-02
2026-01-06

Moat coverage

Shared moat types

Brand TrustData Workflow LockinSuite Bundling

Emerson Electric Co. strengths

Installed Base ConsumablesService Field NetworkDesign In QualificationCompliance AdvantageDistribution ControlEcosystem ComplementsInteroperability Hub

Old Dominion Freight Line, Inc. strengths

Physical Network DensityOperational ExcellenceScale Economies Unit Cost

Segment mix

Emerson Electric Co. segments

Full profile >

Final Control

Oligopoly

24.2%

Measurement & Analytical

Oligopoly

22.9%

Discrete Automation

Competitive

13.9%

Safety & Productivity

Competitive

7.5%

Control Systems & Software

Oligopoly

23.2%

Test & Measurement

Competitive

8.2%

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?

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

View the moat stocks list

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.