VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

FedEx Corporation vs Prologis, 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

Prologis, Inc.

PLD · New York Stock Exchange

Market cap (USD)$120.1B
Gross margin (TTM)67.7%
Operating margin (TTM)47%
Net margin (TTM)36.7%
SectorReal Estate
IndustryREIT - Industrial
CountryUS
Data as of2025-12-31
Moat score
67/ 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 Prologis, Inc.'s moat claims, evidence, and risks.

View PLD analysis

Comparison highlights

  • Moat score gap: FedEx Corporation leads (72 / 100 vs 67 / 100 for Prologis, Inc.).
  • Segment focus: FedEx Corporation has 3 segments (85.6% in Federal Express (integrated parcel & express)); Prologis, Inc. has 2 segments (91.8% in Real Estate (Rental Operations and Development)).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Strong.
  • Moat breadth: FedEx Corporation has 6 moat types across 4 domains; Prologis, Inc. has 7 across 4.

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%

Prologis, Inc.

Real Estate (Rental Operations and Development)

Market

Logistics/industrial real estate leasing & development

Geography

Global

Customer

Logistics users (retail, e-commerce, 3PL, manufacturing)

Role

Owner/operator/developer (landlord)

Revenue share

91.8%

Side-by-side metrics

FedEx Corporation
Prologis, Inc.
Ticker / Exchange
FDX - New York Stock Exchange
PLD - New York Stock Exchange
Market cap (USD)
n/a
$120.1B
Gross margin (TTM)
n/a
67.7%
Operating margin (TTM)
n/a
47%
Net margin (TTM)
n/a
36.7%
Sector
Industrials
Real Estate
Industry
n/a
REIT - Industrial
HQ country
US
US
Primary segment
Federal Express (integrated parcel & express)
Real Estate (Rental Operations and Development)
Market structure
Oligopoly
Competitive
Market share
18% (reported)
n/a
HHI estimate
2,464
n/a
Pricing power
Moderate
Strong
Moat score
72 / 100
67 / 100
Moat domains
Supply, Demand, Financial, Network
Supply, Legal, Financial, Demand
Last update
2026-01-10
2025-12-31

Moat coverage

Shared moat types

Scale Economies Unit Cost

FedEx Corporation strengths

Physical Network DensityBrand TrustBenchmark Pricing PowerScope EconomiesData Network Effects

Prologis, Inc. strengths

Geographic NaturalPermits Rights Of WayCost Of Capital AdvantageLong Term ContractsProcurement InertiaReputation Reviews

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%

Prologis, Inc. segments

Full profile >

Real Estate (Rental Operations and Development)

Competitive

91.8%

Strategic Capital (co-investment ventures / investment management)

Competitive

8.2%

Want the full wide moat stocks list?

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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.