VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

FedEx Corporation vs Johnson & Johnson

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

Johnson & Johnson

JNJ · New York Stock Exchange

Market cap (USD)$492.4B
Gross margin (TTM)68.1%
Operating margin (TTM)26.1%
Net margin (TTM)27.3%
SectorHealthcare
IndustryDrug Manufacturers - General
CountryUS
Data as of2025-12-21
Moat score
61/ 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 Johnson & Johnson's moat claims, evidence, and risks.

View JNJ analysis

Comparison highlights

  • Moat score gap: FedEx Corporation leads (72 / 100 vs 61 / 100 for Johnson & Johnson).
  • Segment focus: FedEx Corporation has 3 segments (85.6% in Federal Express (integrated parcel & express)); Johnson & Johnson has 2 segments (64.1% in Innovative Medicine).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: FedEx Corporation has 6 moat types across 4 domains; Johnson & Johnson has 5 across 3.

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%

Johnson & Johnson

Innovative Medicine

Market

Branded prescription pharmaceuticals (biopharma)

Geography

Global

Customer

Wholesalers, hospitals, retailers, healthcare professionals, payers

Role

Drug discovery, development, manufacturing, commercialization

Revenue share

64.1%

Side-by-side metrics

FedEx Corporation
Johnson & Johnson
Ticker / Exchange
FDX - New York Stock Exchange
JNJ - New York Stock Exchange
Market cap (USD)
n/a
$492.4B
Gross margin (TTM)
n/a
68.1%
Operating margin (TTM)
n/a
26.1%
Net margin (TTM)
n/a
27.3%
Sector
Industrials
Healthcare
Industry
n/a
Drug Manufacturers - General
HQ country
US
US
Primary segment
Federal Express (integrated parcel & express)
Innovative Medicine
Market structure
Oligopoly
Competitive
Market share
18% (reported)
n/a
HHI estimate
2,464
n/a
Pricing power
Moderate
Moderate
Moat score
72 / 100
61 / 100
Moat domains
Supply, Demand, Financial, Network
Legal, Demand, Supply
Last update
2026-01-10
2025-12-21

Moat coverage

Shared moat types

Brand Trust

FedEx Corporation strengths

Physical Network DensityScale Economies Unit CostBenchmark Pricing PowerScope EconomiesData Network Effects

Johnson & Johnson strengths

IP Choke PointRegulated Standards PipeTraining Org Change CostsService Field Network

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%

Johnson & Johnson segments

Full profile >

Innovative Medicine

Competitive

64.1%

MedTech

Oligopoly

35.9%

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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Looking for expansion-stage stocks?

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

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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.