VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

FedEx Corporation vs Pfizer 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

Pfizer Inc.

PFE · New York Stock Exchange

Market cap (USD)$144.8B
Gross margin (TTM)71.2%
Operating margin (TTM)27.8%
Net margin (TTM)15.6%
SectorHealthcare
IndustryDrug Manufacturers - General
CountryUS
Data as of2025-12-29
Moat score
58/ 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 Pfizer Inc.'s moat claims, evidence, and risks.

View PFE analysis

Comparison highlights

  • Moat score gap: FedEx Corporation leads (72 / 100 vs 58 / 100 for Pfizer Inc.).
  • Segment focus: FedEx Corporation has 3 segments (85.6% in Federal Express (integrated parcel & express)); Pfizer Inc. has 5 segments (47.4% in Primary Care).
  • Moat breadth: FedEx Corporation has 6 moat types across 4 domains; Pfizer Inc. has 8 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%

Pfizer Inc.

Primary Care

Market

Branded primary care medicines and vaccines (incl. cardiovascular, migraine, pneumococcal/RSV/COVID-19)

Geography

Global

Customer

Healthcare providers, payers/PBMs, pharmacies/wholesalers, and government procurement

Role

Innovator biopharma (R&D + manufacturing + commercialization)

Revenue share

47.4%

Side-by-side metrics

FedEx Corporation
Pfizer Inc.
Ticker / Exchange
FDX - New York Stock Exchange
PFE - New York Stock Exchange
Market cap (USD)
n/a
$144.8B
Gross margin (TTM)
n/a
71.2%
Operating margin (TTM)
n/a
27.8%
Net margin (TTM)
n/a
15.6%
Sector
Industrials
Healthcare
Industry
n/a
Drug Manufacturers - General
HQ country
US
US
Primary segment
Federal Express (integrated parcel & express)
Primary Care
Market structure
Oligopoly
Oligopoly
Market share
18% (reported)
n/a
HHI estimate
2,464
n/a
Pricing power
Moderate
Moderate
Moat score
72 / 100
58 / 100
Moat domains
Supply, Demand, Financial, Network
Legal, Demand, Supply
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

Pfizer Inc. strengths

IP Choke PointProcurement InertiaGovernment Contracting RelationshipsCapex Knowhow ScaleCompliance AdvantageLong Term ContractsOperational ExcellenceEmbedded R&D partnership platform

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%

Pfizer Inc. segments

Full profile >

Primary Care

Oligopoly

47.4%

Specialty Care

Oligopoly

26.2%

Oncology

Competitive

24.5%

Pfizer CentreOne

Competitive

1.8%

Pfizer Ignite

Competitive

0.1%

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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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.