VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Fastenal Company vs Fortinet, Inc.

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

Fastenal Company

FAST · Nasdaq Stock Market

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
CountryUS
Data as of2026-01-01
Moat score
60/ 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 Fastenal Company's moat claims, evidence, and risks.

View FAST analysis

Fortinet, Inc.

FTNT · NASDAQ

Market cap (USD)
Gross margin (TTM)81.3%
Operating margin (TTM)31%
Net margin (TTM)28.6%
SectorTechnology
CountryUS
Data as of2025-12-26
Moat score
84/ 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 Fortinet, Inc.'s moat claims, evidence, and risks.

View FTNT analysis

Comparison highlights

  • Moat score gap: Fortinet, Inc. leads (84 / 100 vs 60 / 100 for Fastenal Company).
  • Segment focus: Fastenal Company has 3 segments (54.5% in Branch-based distribution (in-market branches)); Fortinet, Inc. has 2 segments (68% in Subscriptions & Support Services).
  • Primary market structure: Competitive vs Quasi-Monopoly. Pricing power: Weak vs Strong.
  • Moat breadth: Fastenal Company has 5 moat types across 2 domains; Fortinet, Inc. has 7 across 3.

Primary market context

Fastenal Company

Branch-based distribution (in-market branches)

Market

Industrial & construction supplies distribution (MRO/OEM consumables) via local branches

Geography

North America (primary) + select international

Customer

B2B

Role

Distributor / MRO supplier

Revenue share

54.5%

Fortinet, Inc.

Subscriptions & Support Services

Market

Cybersecurity subscriptions and technical support for Fortinet installed base (FortiGuard + FortiCare)

Geography

Global

Customer

Installed-base enterprises and channel partners

Role

Vendor (subscription/support services)

Revenue share

68%

Side-by-side metrics

Fastenal Company
Fortinet, Inc.
Ticker / Exchange
FAST - Nasdaq Stock Market
FTNT - NASDAQ
Market cap (USD)
n/a
n/a
Gross margin (TTM)
n/a
81.3%
Operating margin (TTM)
n/a
31%
Net margin (TTM)
n/a
28.6%
Sector
Industrials
Technology
HQ country
US
US
Primary segment
Branch-based distribution (in-market branches)
Subscriptions & Support Services
Market structure
Competitive
Quasi-Monopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Strong
Moat score
60 / 100
84 / 100
Moat domains
Supply, Demand
Demand, Supply, Financial
Last update
2026-01-01
2025-12-26

Moat coverage

Shared moat types

Switching Costs GeneralScope Economies

Fastenal Company strengths

Physical Network DensityOperational ExcellenceData Workflow Lockin

Fortinet, Inc. strengths

Suite BundlingKeystone ComponentBenchmark Pricing PowerInstalled Base ConsumablesLong Term Contracts

Segment mix

Fastenal Company segments

Full profile >

Branch-based distribution (in-market branches)

Competitive

54.5%

Onsite solutions (embedded customer locations)

Competitive

42.4%

Other / non-traditional sales (services & custom manufacturing)

Competitive

3.1%

Fortinet, Inc. segments

Full profile >

Secure Networking Products

Oligopoly

32%

Subscriptions & Support Services

Quasi-Monopoly

68%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.