WIDE MOAT STOCKS COMPARISON

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Stock Comparison

FedEx Corporation vs United Parcel Service, 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)$76.9B
Gross margin (TTM)22.9%
Operating margin (TTM)6.7%
Net margin (TTM)4.7%
SectorIndustrials
IndustryIntegrated Freight & Logistics
CountryUS
Data as of2026-08-23
Moat score
88/ 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

United Parcel Service, Inc.

UPS · New York Stock Exchange

Market cap (USD)$86.7B
Gross margin (TTM)16.6%
Operating margin (TTM)7.3%
Net margin (TTM)5.1%
SectorIndustrials
IndustryIntegrated Freight & Logistics
CountryUS
Data as of2026-08-23
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 United Parcel Service, Inc.'s moat claims, evidence, and risks.

View UPS analysis

Comparison highlights

  • Moat score gap: FedEx Corporation leads (88 / 100 vs 67 / 100 for United Parcel Service, Inc.).
  • Segment focus: FedEx Corporation has 2 segments (95.7% in Federal Express (integrated parcel & express)); United Parcel Service, Inc. has 3 segments (65.4% in U.S. Domestic Package).
  • Moat breadth: FedEx Corporation has 3 moat types across 1 domains; United Parcel Service, Inc. has 2 across 1.

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

95.7%

United Parcel Service, Inc.

U.S. Domestic Package

Market

U.S. small parcel and time-definite package delivery

Geography

United States

Customer

B2B and B2C shippers (including e-commerce)

Role

Integrated parcel carrier (pickup, sort, linehaul, last-mile)

Revenue share

65.4%

Side-by-side metrics

FedEx Corporation
United Parcel Service, Inc.
Ticker / Exchange
FDX - New York Stock Exchange
UPS - New York Stock Exchange
Market cap (USD)
$76.9B
$86.7B
Gross margin (TTM)
22.9%
16.6%
Operating margin (TTM)
6.7%
7.3%
Net margin (TTM)
4.7%
5.1%
Sector
Industrials
Industrials
Industry
Integrated Freight & Logistics
Integrated Freight & Logistics
HQ country
US
US
Primary segment
Federal Express (integrated parcel & express)
U.S. Domestic Package
Market structure
Oligopoly
Oligopoly
Market share
16.9% (implied)
29.7% (reported)
HHI estimate
2,305
2,320
Pricing power
Moderate
Moderate
Moat score
88 / 100
67 / 100
Moat domains
Supply
Supply
Last update
2026-08-23
2026-08-23

Moat coverage

Shared moat types

Physical Network Density

FedEx Corporation strengths

Scale Economies Unit CostScope Economies

United Parcel Service, Inc. strengths

Service Field Network

Segment mix

FedEx Corporation segments

Full profile >

Federal Express (integrated parcel & express)

Oligopoly

95.7%

Corporate, other, and eliminations (Dataworks, Office, Supply Chain)

Competitive

4.3%

United Parcel Service, Inc. segments

Full profile >

U.S. Domestic Package

Oligopoly

65.4%

International Package

Oligopoly

22.1%

Supply Chain Solutions

Competitive

12.5%

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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.