VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

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Stock Comparison

FedEx Corporation vs The Coca-Cola Company

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

The Coca-Cola Company

KO · New York Stock Exchange

Market cap (USD)$303.5B

Gross margin (TTM)61.6%

Operating margin (TTM)30.7%

Net margin (TTM)27.3%

SectorConsumer

IndustryBeverages - Non-Alcoholic

CountryUS

Data as of2025-12-30

Moat score

79/ 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 The Coca-Cola Company's moat claims, evidence, and risks.

View KO analysis

Comparison highlights

Moat score gap: The Coca-Cola Company leads (79 / 100 vs 72 / 100 for FedEx Corporation).
Segment focus: FedEx Corporation has 3 segments (85.6% in Federal Express (integrated parcel & express)); The Coca-Cola Company has 6 segments (39.6% in North America).
Moat breadth: FedEx Corporation has 6 moat types across 4 domains; The Coca-Cola Company has 7 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%

The Coca-Cola Company

North America

Market

Nonalcoholic ready-to-drink beverages

Geography

North America (primarily United States and Canada)

Customer

Retailers, foodservice, and consumers

Role

Brand owner and concentrate/syrup producer; system marketing leadership

Revenue share

39.6%

Side-by-side metrics

FedEx Corporation

The Coca-Cola Company

Ticker / Exchange

FDX - New York Stock Exchange

KO - New York Stock Exchange

Market cap (USD)

n/a

$303.5B

Gross margin (TTM)

n/a

61.6%

Operating margin (TTM)

n/a

30.7%

Net margin (TTM)

n/a

27.3%

Sector

Industrials

Consumer

Industry

n/a

Beverages - Non-Alcoholic

HQ country

Primary segment

Federal Express (integrated parcel & express)

North America

Market structure

Oligopoly

Market share

18% (reported)

n/a

HHI estimate

2,464

n/a

Pricing power

Moderate

Moat score

72 / 100

79 / 100

Moat domains

Supply, Demand, Financial, Network

Demand, Supply, Legal

Last update

2026-01-10

2025-12-30

Moat coverage

Shared moat types

Brand TrustScope Economies

FedEx Corporation strengths

Physical Network DensityScale Economies Unit CostBenchmark Pricing PowerData Network Effects

The Coca-Cola Company strengths

Distribution ControlLong Term ContractsIP Choke PointService Field NetworkOperational Excellence

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%

The Coca-Cola Company segments

Full profile >

Europe, Middle East & Africa

Oligopoly

15.8%

Latin America

Oligopoly

13.7%

North America

Oligopoly

39.6%

Asia Pacific

Oligopoly

10.8%

Global Ventures

Competitive

6.6%

Bottling Investments

Competitive

13.2%

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.