VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

FedEx Corporation vs UiPath, 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

UiPath, Inc.

PATH · New York Stock Exchange

Market cap (USD)$8.7B
Gross margin (TTM)83.2%
Operating margin (TTM)0.7%
Net margin (TTM)14.8%
SectorTechnology
IndustrySoftware - Infrastructure
CountryUS
Data as of2025-12-29
Moat score
70/ 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 UiPath, Inc.'s moat claims, evidence, and risks.

View PATH analysis

Comparison highlights

  • Moat score gap: FedEx Corporation leads (72 / 100 vs 70 / 100 for UiPath, Inc.).
  • Segment focus: FedEx Corporation has 3 segments (85.6% in Federal Express (integrated parcel & express)); UiPath, Inc. has 2 segments (97.2% in Automation Platform).
  • Moat breadth: FedEx Corporation has 6 moat types across 4 domains; UiPath, Inc. has 3 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%

UiPath, Inc.

Automation Platform

Market

Enterprise automation software (RPA + agentic automation platform)

Geography

Global

Customer

Enterprises and public sector

Role

Software platform vendor

Revenue share

97.2%

Side-by-side metrics

FedEx Corporation
UiPath, Inc.
Ticker / Exchange
FDX - New York Stock Exchange
PATH - New York Stock Exchange
Market cap (USD)
n/a
$8.7B
Gross margin (TTM)
n/a
83.2%
Operating margin (TTM)
n/a
0.7%
Net margin (TTM)
n/a
14.8%
Sector
Industrials
Technology
Industry
n/a
Software - Infrastructure
HQ country
US
US
Primary segment
Federal Express (integrated parcel & express)
Automation Platform
Market structure
Oligopoly
Oligopoly
Market share
18% (reported)
n/a
HHI estimate
2,464
n/a
Pricing power
Moderate
Moderate
Moat score
72 / 100
70 / 100
Moat domains
Supply, Demand, Financial, Network
Demand, Network
Last update
2026-01-10
2025-12-29

Moat coverage

Shared moat types

No overlap yet.

FedEx Corporation strengths

Physical Network DensityScale Economies Unit CostBrand TrustBenchmark Pricing PowerScope EconomiesData Network Effects

UiPath, Inc. strengths

Training Org Change CostsSuite BundlingEcosystem Complements

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%

UiPath, Inc. segments

Full profile >

Automation Platform

Oligopoly

97.2%

Professional Services and Enablement

Competitive

2.8%

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.