VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Experian plc vs Old Dominion Freight Line, Inc.

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)$30.4B
Gross margin (TTM)24.8%
Operating margin (TTM)24.8%
Net margin (TTM)16.5%
SectorIndustrials
IndustryConsulting Services
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

Old Dominion Freight Line, Inc.

ODFL · The Nasdaq Stock Market LLC

Market cap (USD)$33.4B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
IndustryTrucking
CountryUS
Data as of2026-01-02
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 Old Dominion Freight Line, Inc.'s moat claims, evidence, and risks.

View ODFL analysis

Comparison highlights

  • Moat score: both at 76 / 100.
  • Segment focus: Experian plc has 4 segments (67.2% in North America); Old Dominion Freight Line, Inc. has 2 segments (99.1% in LTL Services).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Experian plc has 7 moat types across 4 domains; Old Dominion Freight Line, Inc. has 7 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%

Old Dominion Freight Line, Inc.

LTL Services

Market

North American less-than-truckload (LTL) freight transportation

Geography

North America (primarily United States)

Customer

B2B shippers

Role

Asset-based LTL carrier (terminal network + pickup & delivery + linehaul)

Revenue share

99.1%

Side-by-side metrics

Experian plc
Old Dominion Freight Line, Inc.
Ticker / Exchange
EXPN - London Stock Exchange
ODFL - The Nasdaq Stock Market LLC
Market cap (USD)
$30.4B
$33.4B
Gross margin (TTM)
24.8%
n/a
Operating margin (TTM)
24.8%
n/a
Net margin (TTM)
16.5%
n/a
Sector
Industrials
Industrials
Industry
Consulting Services
Trucking
HQ country
JE
US
Primary segment
North America
LTL Services
Market structure
Oligopoly
Oligopoly
Market share
n/a
11%-14% (implied)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
76 / 100
76 / 100
Moat domains
Network, Legal, Supply, Demand
Supply, Demand
Last update
2025-12-30
2026-01-02

Moat coverage

Shared moat types

Suite BundlingSwitching Costs General

Experian plc strengths

Data Network EffectsRegulated Standards PipeTwo Sided NetworkPreferential Input AccessCompliance Advantage

Old Dominion Freight Line, Inc. strengths

Physical Network DensityCapex Knowhow ScaleOperational ExcellenceReputation ReviewsProcurement Inertia

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%

Old Dominion Freight Line, Inc. segments

Full profile >

LTL Services

Oligopoly

99.1%

Other Services (Value-added logistics)

Competitive

0.9%

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.