VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Equinix, Inc. vs Tesla, Inc.

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)$75.3B
Gross margin (TTM)50.3%
Operating margin (TTM)16.9%
Net margin (TTM)11.8%
SectorReal Estate
IndustryREIT - Specialty
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

Tesla, Inc.

TSLA · NASDAQ

Market cap (USD)$1.5T
Gross margin (TTM)17%
Operating margin (TTM)4.7%
Net margin (TTM)5.5%
SectorConsumer
IndustryAuto - Manufacturers
CountryUS
Data as of2026-01-05
Moat score
75/ 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 Tesla, Inc.'s moat claims, evidence, and risks.

View TSLA analysis

Comparison highlights

  • Moat score gap: Tesla, Inc. leads (75 / 100 vs 66 / 100 for Equinix, Inc.).
  • Segment focus: Equinix, Inc. has 3 segments; Tesla, Inc. has 3 segments (78.9% in Automotive (vehicles + software + leasing + regulatory credits)).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: n/a vs Moderate.
  • Moat breadth: Equinix, Inc. has 7 moat types across 3 domains; Tesla, Inc. has 9 across 3.

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

Tesla, Inc.

Automotive (vehicles + software + leasing + regulatory credits)

Market

Battery-electric passenger vehicles (BEV) and connected vehicle software

Geography

United States (market share datapoint); global competition

Customer

Consumers and small fleets

Role

OEM (design, manufacture, direct-to-consumer sales)

Revenue share

78.9%

Side-by-side metrics

Equinix, Inc.
Tesla, Inc.
Ticker / Exchange
EQIX - The Nasdaq Stock Market LLC
TSLA - NASDAQ
Market cap (USD)
$75.3B
$1.5T
Gross margin (TTM)
50.3%
17%
Operating margin (TTM)
16.9%
4.7%
Net margin (TTM)
11.8%
5.5%
Sector
Real Estate
Consumer
Industry
REIT - Specialty
Auto - Manufacturers
HQ country
US
US
Primary segment
IBX Colocation & Interconnection Platform
Automotive (vehicles + software + leasing + regulatory credits)
Market structure
Oligopoly
Competitive
Market share
n/a
56.7% (reported)
HHI estimate
n/a
n/a
Pricing power
n/a
Moderate
Moat score
66 / 100
75 / 100
Moat domains
Supply, Network, Demand
Network, Supply, Demand
Last update
2025-12-31
2026-01-05

Moat coverage

Shared moat types

Physical Network DensityBrand TrustSwitching Costs GeneralCapex Knowhow Scale

Equinix, Inc. strengths

Ecosystem ComplementsCapacity MoatInteroperability Hub

Tesla, Inc. strengths

Data Network EffectsService Field NetworkScope EconomiesData Workflow LockinScale Economies Unit Cost

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

Tesla, Inc. segments

Full profile >

Automotive (vehicles + software + leasing + regulatory credits)

Competitive

78.9%

Services and Other (Supercharging + after-sales + used vehicles + insurance)

Quasi-Monopoly

10.8%

Energy Generation and Storage (Megapack + Powerwall + solar)

Oligopoly

10.3%

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.