VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Eaton Corporation plc vs Fidelity National Information Services, Inc.

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

Eaton Corporation plc

ETN · New York Stock Exchange

Market cap (USD)$126B
Gross margin (TTM)38.1%
Operating margin (TTM)19.4%
Net margin (TTM)14.7%
SectorIndustrials
IndustryIndustrial - Machinery
CountryIE
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 Eaton Corporation plc's moat claims, evidence, and risks.

View ETN analysis

Fidelity National Information Services, Inc.

FIS · New York Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
CountryUS
Data as of2026-01-10
Moat score
65/ 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 Fidelity National Information Services, Inc.'s moat claims, evidence, and risks.

View FIS analysis

Comparison highlights

  • Moat score gap: Eaton Corporation plc leads (66 / 100 vs 65 / 100 for Fidelity National Information Services, Inc.).
  • Segment focus: Eaton Corporation plc has 5 segments (46% in Electrical Americas); Fidelity National Information Services, Inc. has 2 segments (68.1% in Banking Solutions).
  • Moat breadth: Eaton Corporation plc has 7 moat types across 3 domains; Fidelity National Information Services, Inc. has 6 across 3.

Primary market context

Eaton Corporation plc

Electrical Americas

Market

Electrical components, power distribution systems/assemblies, and related services (Americas)

Geography

North and South America

Customer

Industrial, commercial/institutional, utilities, residential, and IT/data center customers (end users and channel partners)

Role

Manufacturer + systems/assembly provider + service provider

Revenue share

46%

Fidelity National Information Services, Inc.

Banking Solutions

Market

Core banking platforms and bank transaction processing software/services

Geography

Global

Customer

Banks, credit unions, commercial lenders, and other institutions

Role

Software/platform provider and outsourced processor

Revenue share

68.1%

Side-by-side metrics

Eaton Corporation plc
Fidelity National Information Services, Inc.
Ticker / Exchange
ETN - New York Stock Exchange
FIS - New York Stock Exchange
Market cap (USD)
$126B
n/a
Gross margin (TTM)
38.1%
n/a
Operating margin (TTM)
19.4%
n/a
Net margin (TTM)
14.7%
n/a
Sector
Industrials
Technology
Industry
Industrial - Machinery
n/a
HQ country
IE
US
Primary segment
Electrical Americas
Banking Solutions
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
66 / 100
65 / 100
Moat domains
Supply, Demand, Legal
Demand, Legal, Network
Last update
2025-12-31
2026-01-10

Moat coverage

Shared moat types

Compliance AdvantageLong Term Contracts

Eaton Corporation plc strengths

Distribution ControlScope EconomiesDesign In QualificationInstalled Base ConsumablesService Field Network

Fidelity National Information Services, Inc. strengths

Switching Costs GeneralSuite BundlingData Workflow LockinEcosystem Complements

Segment mix

Eaton Corporation plc segments

Full profile >

Electrical Americas

Oligopoly

46%

Electrical Global

Oligopoly

25.1%

Aerospace

Oligopoly

15%

Vehicle

Competitive

11.2%

eMobility

Competitive

2.7%

Fidelity National Information Services, Inc. segments

Full profile >

Banking Solutions

Oligopoly

68.1%

Capital Market Solutions

Competitive

29.4%

Want the full wide moat stocks list?

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Proven models entering the expansion stage with unit economics that work.

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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.