VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Fastenal Company vs Oracle Corporation

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

Oracle Corporation

ORCL · New York Stock Exchange

Market cap (USD)$567.4B
Gross margin (TTM)70.7%
Operating margin (TTM)30.3%
Net margin (TTM)25.3%
SectorTechnology
CountryUS
Data as of2025-12-26
Moat score
56/ 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 Oracle Corporation's moat claims, evidence, and risks.

View ORCL analysis

Comparison highlights

  • Moat score gap: Fastenal Company leads (60 / 100 vs 56 / 100 for Oracle Corporation).
  • Segment focus: Fastenal Company has 3 segments (54.5% in Branch-based distribution (in-market branches)); Oracle Corporation has 5 segments (42.9% in Infrastructure cloud services and license support).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Weak vs Weak.
  • Moat breadth: Fastenal Company has 5 moat types across 2 domains; Oracle Corporation 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%

Oracle Corporation

Infrastructure cloud services and license support

Market

Enterprise cloud infrastructure services (IaaS/PaaS, cloud database) plus related support

Geography

Global

Customer

Enterprises & developers

Role

Cloud service provider (IaaS/PaaS)

Revenue share

42.9%

Side-by-side metrics

Fastenal Company
Oracle Corporation
Ticker / Exchange
FAST - Nasdaq Stock Market
ORCL - New York Stock Exchange
Market cap (USD)
n/a
$567.4B
Gross margin (TTM)
n/a
70.7%
Operating margin (TTM)
n/a
30.3%
Net margin (TTM)
n/a
25.3%
Sector
Industrials
Technology
HQ country
US
US
Primary segment
Branch-based distribution (in-market branches)
Infrastructure cloud services and license support
Market structure
Competitive
Oligopoly
Market share
n/a
3% (estimated)
HHI estimate
n/a
n/a
Pricing power
Weak
Weak
Moat score
60 / 100
56 / 100
Moat domains
Supply, Demand
Demand, Supply, Network
Last update
2026-01-01
2025-12-26

Moat coverage

Shared moat types

Switching Costs General

Fastenal Company strengths

Physical Network DensityOperational ExcellenceData Workflow LockinScope Economies

Oracle Corporation strengths

Suite BundlingLong Term ContractsCapex Knowhow ScaleInteroperability HubKeystone ComponentTraining Org Change Costs

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%

Oracle Corporation segments

Full profile >

Applications cloud services and license support

Oligopoly

33.8%

Infrastructure cloud services and license support

Oligopoly

42.9%

Cloud license and on-premise license

Oligopoly

9.1%

Hardware

Competitive

5.1%

Services

Competitive

9.1%

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.