VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

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Stock Comparison

FedEx Corporation vs James Hardie Industries plc

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

James Hardie Industries plc

JHX · ASX

Market cap (USD)$18.8B

Gross margin (TTM)36.3%

Operating margin (TTM)13.6%

Net margin (TTM)4.7%

SectorMaterials

IndustryConstruction Materials

CountryIE

Data as of2025-12-28

Moat score

74/ 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 James Hardie Industries plc's moat claims, evidence, and risks.

View JHX analysis

Comparison highlights

Moat score gap: James Hardie Industries plc leads (74 / 100 vs 72 / 100 for FedEx Corporation).
Segment focus: FedEx Corporation has 3 segments (85.6% in Federal Express (integrated parcel & express)); James Hardie Industries plc has 4 segments (64.2% in Siding & Trim).
Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Moderate vs Moderate.
Moat breadth: FedEx Corporation has 6 moat types across 4 domains; James Hardie Industries plc has 5 across 2.

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%

James Hardie Industries plc

Siding & Trim

Market

North American fiber cement exterior siding & trim (plus related exterior products)

Geography

North America (primarily U.S. and Canada)

Customer

Homebuilders, contractors, remodelers, dealers/distributors, and retailers

Role

Manufacturer / branded building-products supplier

Revenue share

64.2%

Side-by-side metrics

FedEx Corporation

James Hardie Industries plc

Ticker / Exchange

FDX - New York Stock Exchange

JHX - ASX

Market cap (USD)

n/a

$18.8B

Gross margin (TTM)

n/a

36.3%

Operating margin (TTM)

n/a

13.6%

Net margin (TTM)

n/a

4.7%

Sector

Industrials

Materials

Industry

n/a

Construction Materials

HQ country

Primary segment

Federal Express (integrated parcel & express)

Siding & Trim

Market structure

Oligopoly

Quasi-Monopoly

Market share

18% (reported)

88%-92% (estimated)

HHI estimate

2,464

n/a

Pricing power

Moderate

Moat score

72 / 100

74 / 100

Moat domains

Supply, Demand, Financial, Network

Supply, Demand

Last update

2026-01-10

2025-12-28

Moat coverage

Shared moat types

Brand Trust

FedEx Corporation strengths

Physical Network DensityScale Economies Unit CostBenchmark Pricing PowerScope EconomiesData Network Effects

James Hardie Industries plc strengths

Capex Knowhow ScaleLong Term ContractsOperational ExcellenceDistribution Control

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%

James Hardie Industries plc segments

Full profile >

Siding & Trim

Quasi-Monopoly

64.2%

Deck, Rail & Accessories

Oligopoly

11.7%

Australia & New Zealand

Oligopoly

11.6%

Europe

Competitive

12.5%

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.