VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

FedEx Corporation vs Vertiv Holdings Co

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)$93.7B
Gross margin (TTM)24.4%
Operating margin (TTM)6.5%
Net margin (TTM)4.9%
SectorIndustrials
IndustryIntegrated Freight & Logistics
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

Vertiv Holdings Co

VRT · New York Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
IndustryElectrical Equipment & Parts
CountryUS
Data as of2026-04-25
Moat score
74/ 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 Vertiv Holdings Co's moat claims, evidence, and risks.

View VRT analysis

Comparison highlights

  • Moat score gap: Vertiv Holdings Co leads (74 / 100 vs 72 / 100 for FedEx Corporation).
  • Segment focus: FedEx Corporation has 3 segments (85.6% in Federal Express (integrated parcel & express)); Vertiv Holdings Co has 3 segments (85% in Data center critical digital infrastructure).
  • Moat breadth: FedEx Corporation has 6 moat types across 4 domains; Vertiv Holdings Co has 6 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%

Vertiv Holdings Co

Data center critical digital infrastructure

Market

Global data center physical infrastructure for power, thermal management, IT systems, modular infrastructure and lifecycle services

Geography

Global, with FY 2025 company revenue 62% Americas, 20% APAC and 18% EMEA

Customer

Hyperscale, cloud, neocloud, colocation and enterprise data center operators

Role

Power, cooling, integrated infrastructure, controls, racks, services and deployment partner

Revenue share

85%

Side-by-side metrics

FedEx Corporation
Vertiv Holdings Co
Ticker / Exchange
FDX - New York Stock Exchange
VRT - New York Stock Exchange
Market cap (USD)
$93.7B
n/a
Gross margin (TTM)
24.4%
n/a
Operating margin (TTM)
6.5%
n/a
Net margin (TTM)
4.9%
n/a
Sector
Industrials
Industrials
Industry
Integrated Freight & Logistics
Electrical Equipment & Parts
HQ country
US
US
Primary segment
Federal Express (integrated parcel & express)
Data center critical digital infrastructure
Market structure
Oligopoly
Oligopoly
Market share
18% (reported)
16%-18% (estimated)
HHI estimate
2,464
n/a
Pricing power
Moderate
Moderate
Moat score
72 / 100
74 / 100
Moat domains
Supply, Demand, Financial, Network
Supply, Demand, Legal
Last update
2026-01-10
2026-04-25

Moat coverage

Shared moat types

Scope Economies

FedEx Corporation strengths

Physical Network DensityScale Economies Unit CostBrand TrustBenchmark Pricing PowerData Network Effects

Vertiv Holdings Co strengths

Service Field NetworkDesign In QualificationCapex Knowhow ScaleSwitching Costs GeneralCompliance Advantage

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%

Vertiv Holdings Co segments

Full profile >

Data center critical digital infrastructure

Oligopoly

85%

Communications network critical infrastructure

Competitive

10%

Commercial and industrial critical infrastructure

Competitive

5%

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.