VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

FedEx Corporation vs Texas Instruments Incorporated

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

Texas Instruments Incorporated

TXN · Nasdaq Global Select Market

Market cap (USD)$172.9B
Gross margin (TTM)57.5%
Operating margin (TTM)34.3%
Net margin (TTM)29.2%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2025-12-30
Moat score
66/ 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 Texas Instruments Incorporated's moat claims, evidence, and risks.

View TXN analysis

Comparison highlights

  • Moat score gap: FedEx Corporation leads (72 / 100 vs 66 / 100 for Texas Instruments Incorporated).
  • Segment focus: FedEx Corporation has 3 segments (85.6% in Federal Express (integrated parcel & express)); Texas Instruments Incorporated has 3 segments (77.8% in Analog).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: FedEx Corporation has 6 moat types across 4 domains; Texas Instruments Incorporated 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%

Texas Instruments Incorporated

Analog

Market

Analog semiconductors (power management and signal chain ICs)

Geography

Global

Customer

Electronics OEMs/ODMs and distributors

Role

IDM semiconductor supplier

Revenue share

77.8%

Side-by-side metrics

FedEx Corporation
Texas Instruments Incorporated
Ticker / Exchange
FDX - New York Stock Exchange
TXN - Nasdaq Global Select Market
Market cap (USD)
n/a
$172.9B
Gross margin (TTM)
n/a
57.5%
Operating margin (TTM)
n/a
34.3%
Net margin (TTM)
n/a
29.2%
Sector
Industrials
Technology
Industry
n/a
Semiconductors
HQ country
US
US
Primary segment
Federal Express (integrated parcel & express)
Analog
Market structure
Oligopoly
Competitive
Market share
18% (reported)
12%-16% (implied)
HHI estimate
2,464
n/a
Pricing power
Moderate
Moderate
Moat score
72 / 100
66 / 100
Moat domains
Supply, Demand, Financial, Network
Supply, Demand, Legal
Last update
2026-01-10
2025-12-30

Moat coverage

Shared moat types

Scale Economies Unit CostScope Economies

FedEx Corporation strengths

Physical Network DensityBrand TrustBenchmark Pricing PowerData Network Effects

Texas Instruments Incorporated strengths

Supply Chain ControlDistribution ControlTraining Org Change CostsIP Choke PointHabit Default

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%

Texas Instruments Incorporated segments

Full profile >

Analog

Competitive

77.8%

Embedded Processing

Competitive

16.2%

Other

Competitive

6.1%

Want the full wide moat stocks list?

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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.