WIDE MOAT STOCKS COMPARISON

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Stock Comparison

Ferguson Enterprises Inc. vs The Home Depot, Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Ferguson Enterprises Inc.

FERG · New York Stock Exchange

Market cap (USD)$44.3B
Gross margin (TTM)31%
Operating margin (TTM)9.2%
Net margin (TTM)6.6%
SectorIndustrials
IndustryIndustrial - Distribution
CountryUS
Data as of2026-08-23
Moat score
81/ 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 Ferguson Enterprises Inc.'s moat claims, evidence, and risks.

View FERG analysis

The Home Depot, Inc.

HD · New York Stock Exchange

Market cap (USD)$320.1B
Gross margin (TTM)33.2%
Operating margin (TTM)12.4%
Net margin (TTM)8.4%
SectorConsumer
IndustryHome Improvement
CountryUS
Data as of2026-08-23
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 The Home Depot, Inc.'s moat claims, evidence, and risks.

View HD analysis

Comparison highlights

  • Moat score gap: Ferguson Enterprises Inc. leads (81 / 100 vs 74 / 100 for The Home Depot, Inc.).
  • Segment focus: Ferguson Enterprises Inc. has 2 segments (95.3% in United States); The Home Depot, Inc. has 2 segments (90.4% in Primary segment - North American home improvement retail (stores + online)).
  • Primary market structure: Competitive vs Competitive. Pricing power: Moderate vs Weak.
  • Moat breadth: Ferguson Enterprises Inc. has 3 moat types across 1 domains; The Home Depot, Inc. has 2 across 2.

Primary market context

Ferguson Enterprises Inc.

United States

Market

Value-added distribution of plumbing, HVAC, PVF, waterworks and related products/services

Geography

United States

Customer

Residential and non-residential professional trade customers (contractors/builders) plus industrial and infrastructure customers

Role

Value-added distributor (B2B)

Revenue share

95.3%

The Home Depot, Inc.

Primary segment - North American home improvement retail (stores + online)

Market

Home improvement retail (omnichannel)

Geography

North America (US, Canada, Mexico)

Customer

DIY homeowners and professional contractors

Role

Retailer

Revenue share

90.4%

Side-by-side metrics

Ferguson Enterprises Inc.
The Home Depot, Inc.
Ticker / Exchange
FERG - New York Stock Exchange
HD - New York Stock Exchange
Market cap (USD)
$44.3B
$320.1B
Gross margin (TTM)
31%
33.2%
Operating margin (TTM)
9.2%
12.4%
Net margin (TTM)
6.6%
8.4%
Sector
Industrials
Consumer
Industry
Industrial - Distribution
Home Improvement
HQ country
US
US
Primary segment
United States
Primary segment - North American home improvement retail (stores + online)
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
81 / 100
74 / 100
Moat domains
Supply
Supply, Demand
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

Physical Network Density

Ferguson Enterprises Inc. strengths

Scale Economies Unit CostScope Economies

The Home Depot, Inc. strengths

Procurement Inertia

Segment mix

Ferguson Enterprises Inc. segments

Full profile >

United States

Competitive

95.3%

Canada

Competitive

4.7%

The Home Depot, Inc. segments

Full profile >

Primary segment - North American home improvement retail (stores + online)

Competitive

90.4%

Other - Specialty trade distribution (SRS/GMS: roofing, building products, landscaping, pool)

Competitive

9.6%

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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.