VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Experian plc vs Fair Isaac Corporation

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

Experian plc

EXPN · London Stock Exchange

Market cap (USD)$41.9B
SectorIndustrials
CountryJE
Data as of2025-12-30
Moat score
76/ 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 Experian plc's moat claims, evidence, and risks.

View EXPN 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 76 / 100 for Experian plc).
  • Segment focus: Experian plc has 4 segments (67.2% in North America); Fair Isaac Corporation has 2 segments (58.7% in Scores).
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Strong vs Strong.
  • Moat breadth: Experian plc has 7 moat types across 4 domains; Fair Isaac Corporation has 5 across 2.

Primary market context

Experian plc

North America

Market

Consumer and business credit reporting, identity/fraud data and decision analytics, plus consumer credit/insurance marketplaces

Geography

North America

Customer

Financial institutions, insurers, auto lenders, healthcare providers, advertisers, consumers

Role

Data/analytics provider and consumer marketplace operator

Revenue share

67.2%

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

Experian plc
Fair Isaac Corporation
Ticker / Exchange
EXPN - London Stock Exchange
FICO - New York Stock Exchange
Market cap (USD)
$41.9B
$41.4B
Sector
Industrials
Technology
HQ country
JE
US
Primary segment
North America
Scores
Market structure
Oligopoly
Quasi-Monopoly
Market share
n/a
90% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
76 / 100
82 / 100
Moat domains
Network, Legal, Supply, Demand
Network, Demand
Last update
2025-12-30
2025-12-31

Moat coverage

Shared moat types

Switching Costs General

Experian plc strengths

Data Network EffectsRegulated Standards PipeTwo Sided NetworkPreferential Input AccessCompliance AdvantageSuite Bundling

Fair Isaac Corporation strengths

De Facto StandardFormat Lock InBrand TrustData Workflow Lockin

Segment mix

Experian plc segments

Full profile >

North America

Oligopoly

67.2%

Latin America

Quasi-Monopoly

14.2%

UK and Ireland

Oligopoly

11.6%

EMEA and Asia Pacific

Competitive

7%

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.