VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Equinix, Inc. vs Fair Isaac Corporation

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

Equinix, Inc.

EQIX · The Nasdaq Stock Market LLC

Market cap (USD)
SectorReal Estate
CountryUS
Data as of2025-12-31
Moat score
66/ 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 Equinix, Inc.'s moat claims, evidence, and risks.

View EQIX analysis

Fair Isaac Corporation

FICO · New York Stock Exchange

Market cap (USD)$41.4B
SectorTechnology
CountryUS
Data as of2025-12-31
Moat score
82/ 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 Fair Isaac Corporation's moat claims, evidence, and risks.

View FICO analysis

Comparison highlights

  • Moat score gap: Fair Isaac Corporation leads (82 / 100 vs 66 / 100 for Equinix, Inc.).
  • Segment focus: Equinix, Inc. has 3 segments; Fair Isaac Corporation has 2 segments (58.7% in Scores).
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: n/a vs Strong.
  • Moat breadth: Equinix, Inc. has 7 moat types across 3 domains; Fair Isaac Corporation has 5 across 2.

Primary market context

Equinix, Inc.

IBX Colocation & Interconnection Platform

Market

Carrier-neutral multi-tenant data centers (colocation) and physical interconnection (cross connects, exchanges) in network-dense metros

Geography

Global

Customer

Enterprises and service providers

Role

Digital infrastructure / colocation operator and interconnection hub

Fair Isaac Corporation

Scores

Market

Consumer credit scoring and related predictive scores used in lending decisions

Geography

Primarily United States; also international

Customer

Lenders (mortgage, credit card, auto, etc.), consumer reporting agencies, and consumers (B2C)

Role

Score model developer/licensor; distribution via consumer reporting agencies and direct-to-consumer channels

Revenue share

58.7%

Side-by-side metrics

Equinix, Inc.
Fair Isaac Corporation
Ticker / Exchange
EQIX - The Nasdaq Stock Market LLC
FICO - New York Stock Exchange
Market cap (USD)
n/a
$41.4B
Sector
Real Estate
Technology
HQ country
US
US
Primary segment
IBX Colocation & Interconnection Platform
Scores
Market structure
Oligopoly
Quasi-Monopoly
Market share
n/a
90% (reported)
HHI estimate
n/a
n/a
Pricing power
n/a
Strong
Moat score
66 / 100
82 / 100
Moat domains
Supply, Network, Demand
Network, Demand
Last update
2025-12-31
2025-12-31

Moat coverage

Shared moat types

Brand TrustSwitching Costs General

Equinix, Inc. strengths

Physical Network DensityEcosystem ComplementsCapex Knowhow ScaleCapacity MoatInteroperability Hub

Fair Isaac Corporation strengths

De Facto StandardFormat Lock InData Workflow Lockin

Segment mix

Equinix, Inc. segments

Full profile >

IBX Colocation & Interconnection Platform

Oligopoly

n/a

Hyperscale xScale & Joint Ventures

Competitive

n/a

Digital Services & Software-Defined Interconnection

Competitive

n/a

Fair Isaac Corporation segments

Full profile >

Scores

Quasi-Monopoly

58.7%

Software

Competitive

41.3%

Want the full wide moat stocks list?

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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.