VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Wide Moat Stocks Expansion-Stage Stocks Home My Collections

Stock Comparison

FedEx Corporation vs Alphabet Inc.

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

FedEx Corporation

FDX · New York Stock Exchange

Market cap (USD)—

Gross margin (TTM)—

Operating margin (TTM)—

Net margin (TTM)—

SectorIndustrials

Industry—

CountryUS

Data as of2026-01-10

Moat score

72/ 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 FedEx Corporation's moat claims, evidence, and risks.

View FDX analysis

Alphabet Inc.

GOOGL · The Nasdaq Stock Market

Market cap (USD)$4T

Gross margin (TTM)59.2%

Operating margin (TTM)32.2%

Net margin (TTM)32.2%

SectorCommunication Services

IndustryInternet Content & Information

CountryUS

Data as of2025-12-21

Moat score

86/ 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 Alphabet Inc.'s moat claims, evidence, and risks.

View GOOGL analysis

Comparison highlights

Moat score gap: Alphabet Inc. leads (86 / 100 vs 72 / 100 for FedEx Corporation).
Segment focus: FedEx Corporation has 3 segments (85.6% in Federal Express (integrated parcel & express)); Alphabet Inc. has 6 segments (56.6% in Google Search & other (Advertising)).
Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Moderate vs Strong.
Moat breadth: FedEx Corporation has 6 moat types across 4 domains; Alphabet Inc. has 10 across 4.

Primary market context

FedEx Corporation

Federal Express (integrated parcel & express)

Market

Integrated parcel and express delivery (air-ground integrator model)

Geography

Global

Customer

Business and consumer shippers

Role

Carrier / integrator

Revenue share

85.6%

Alphabet Inc.

Google Search & other (Advertising)

Market

Search advertising (intent-based digital ads)

Geography

Global

Customer

Advertisers (SMB to enterprise)

Role

Ad platform / publisher

Revenue share

56.6%

Side-by-side metrics

FedEx Corporation

Alphabet Inc.

Ticker / Exchange

FDX - New York Stock Exchange

GOOGL - The Nasdaq Stock Market

Market cap (USD)

n/a

$4T

Gross margin (TTM)

n/a

59.2%

Operating margin (TTM)

n/a

32.2%

Net margin (TTM)

n/a

32.2%

Sector

Industrials

Communication Services

Industry

n/a

Internet Content & Information

HQ country

Primary segment

Federal Express (integrated parcel & express)

Google Search & other (Advertising)

Market structure

Oligopoly

Quasi-Monopoly

Market share

18% (reported)

88%-91% (reported)

HHI estimate

2,464

8,115

Pricing power

Moderate

Strong

Moat score

72 / 100

86 / 100

Moat domains

Supply, Demand, Financial, Network

Network, Demand, Legal, Supply

Last update

2026-01-10

2025-12-21

Moat coverage

Shared moat types

Data Network Effects

FedEx Corporation strengths

Physical Network DensityScale Economies Unit CostBrand TrustBenchmark Pricing PowerScope Economies

Alphabet Inc. strengths

Habit DefaultTwo Sided NetworkContent Rights CurrencyOperational ExcellenceDefault OS GatewaySwitching Costs GeneralCapex Knowhow ScaleEcosystem ComplementsIncubation & patient capital

Segment mix

FedEx Corporation segments

Full profile >

Federal Express (integrated parcel & express)

Oligopoly

85.6%

FedEx Freight (LTL)

Oligopoly

10.1%

Corporate, other, and eliminations (Dataworks, Office, Logistics)

Competitive

4.2%

Alphabet Inc. segments

Full profile >

Google Search & other (Advertising)

Quasi-Monopoly

56.6%

YouTube (Advertising)

Oligopoly

10.3%

Google Network (Advertising)

Competitive

8.7%

Google Subscriptions, Platforms & Devices

Quasi-Monopoly

11.5%

Google Cloud

Oligopoly

12.4%

Other Bets

Competitive

0.5%

Want the full wide moat stocks list?

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

View the moat stocks list

Looking for expansion-stage stocks?

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

View expansion-stage stocks

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.