VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

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Stock Comparison

FedEx Corporation vs S&P Global 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

S&P Global Inc.

SPGI · New York Stock Exchange

Market cap (USD)$164.1B

Gross margin (TTM)70%

Operating margin (TTM)40.7%

Net margin (TTM)27.5%

SectorFinancials

IndustryFinancial - Data & Stock Exchanges

CountryUS

Data as of2025-12-21

Moat score

77/ 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 S&P Global Inc.'s moat claims, evidence, and risks.

View SPGI analysis

Comparison highlights

Moat score gap: S&P Global Inc. leads (77 / 100 vs 72 / 100 for FedEx Corporation).
Segment focus: FedEx Corporation has 3 segments (85.6% in Federal Express (integrated parcel & express)); S&P Global Inc. has 5 segments (32.6% in S&P Global Market Intelligence).
Moat breadth: FedEx Corporation has 6 moat types across 4 domains; S&P Global Inc. has 9 across 5.

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%

S&P Global Inc.

S&P Global Market Intelligence

Market

Financial market data, analytics, and workflow tools for institutions

Geography

Global

Customer

B2B (institutional investors, banks, insurers, corporates)

Role

Data/analytics and workflow software provider

Revenue share

32.6%

Side-by-side metrics

FedEx Corporation

S&P Global Inc.

Ticker / Exchange

FDX - New York Stock Exchange

SPGI - New York Stock Exchange

Market cap (USD)

n/a

$164.1B

Gross margin (TTM)

n/a

70%

Operating margin (TTM)

n/a

40.7%

Net margin (TTM)

n/a

27.5%

Sector

Industrials

Financials

Industry

n/a

Financial - Data & Stock Exchanges

HQ country

Primary segment

Federal Express (integrated parcel & express)

S&P Global Market Intelligence

Market structure

Oligopoly

Market share

18% (reported)

n/a

HHI estimate

2,464

n/a

Pricing power

Moderate

Moat score

72 / 100

77 / 100

Moat domains

Supply, Demand, Financial, Network

Demand, Supply, Legal, Network, Financial

Last update

2026-01-10

2025-12-21

Moat coverage

Shared moat types

Brand TrustBenchmark Pricing PowerScope Economies

FedEx Corporation strengths

Physical Network DensityScale Economies Unit CostData Network Effects

S&P Global Inc. strengths

Data Workflow LockinRegulated Standards PipeDe Facto StandardCompliance AdvantageSwitching Costs GeneralEcosystem 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%

S&P Global Inc. segments

Full profile >

S&P Global Market Intelligence

Oligopoly

32.6%

S&P Global Ratings

Oligopoly

29.6%

S&P Global Commodity Insights

Oligopoly

15.1%

S&P Global Mobility

Competitive

11.3%

S&P Dow Jones Indices

Oligopoly

11.4%

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.