VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Equinix, Inc. vs VeriSign, 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)
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

VeriSign, Inc.

VRSN · Nasdaq Global Select Market

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-31
Moat score
100/ 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 VeriSign, Inc.'s moat claims, evidence, and risks.

View VRSN analysis

Comparison highlights

  • Moat score gap: VeriSign, Inc. leads (100 / 100 vs 66 / 100 for Equinix, Inc.).
  • Segment focus: Equinix, Inc. has 3 segments; VeriSign, Inc. has 1 segment (100% in Naming Services (.com and .net registry)).
  • Primary market structure: Oligopoly vs Monopoly. Pricing power: n/a vs Strong.
  • Moat breadth: Equinix, Inc. has 7 moat types across 3 domains; VeriSign, Inc. has 4 across 4.

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

VeriSign, Inc.

Naming Services (.com and .net registry)

Market

Registry operator services for .com and .net top-level domains (domain registrations + authoritative DNS resolution)

Geography

Global

Customer

ICANN-accredited domain registrars (wholesale) and, indirectly, registrants

Role

Registry operator / DNS infrastructure provider

Revenue share

100%

Side-by-side metrics

Equinix, Inc.
VeriSign, Inc.
Ticker / Exchange
EQIX - The Nasdaq Stock Market LLC
VRSN - Nasdaq Global Select Market
Market cap (USD)
n/a
n/a
Sector
Real Estate
Technology
HQ country
US
US
Primary segment
IBX Colocation & Interconnection Platform
Naming Services (.com and .net registry)
Market structure
Oligopoly
Monopoly
Market share
n/a
100% (reported)
HHI estimate
n/a
10,000
Pricing power
n/a
Strong
Moat score
66 / 100
100 / 100
Moat domains
Supply, Network, Demand
Legal, Network, Supply, Financial
Last update
2025-12-31
2025-12-31

Moat coverage

Shared moat types

No overlap yet.

Equinix, Inc. strengths

Physical Network DensityEcosystem ComplementsBrand TrustSwitching Costs GeneralCapex Knowhow ScaleCapacity MoatInteroperability Hub

VeriSign, Inc. strengths

Concession LicenseDe Facto StandardOperational ExcellenceFloat Prepayment

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

VeriSign, Inc. segments

Full profile >

Naming Services (.com and .net registry)

Monopoly

100%

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

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.