VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Ferguson Enterprises Inc. vs NVIDIA Corporation

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)$44.7B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
CountryUS
Data as of2026-01-01
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 Ferguson Enterprises Inc.'s moat claims, evidence, and risks.

View FERG analysis

NVIDIA Corporation

NVDA · Nasdaq Stock Market

Market cap (USD)
Gross margin (TTM)70.1%
Operating margin (TTM)58.8%
Net margin (TTM)53%
SectorTechnology
CountryUS
Data as of2025-12-26
Moat score
97/ 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 NVIDIA Corporation's moat claims, evidence, and risks.

View NVDA analysis

Comparison highlights

  • Moat score gap: NVIDIA Corporation leads (97 / 100 vs 72 / 100 for Ferguson Enterprises Inc.).
  • Segment focus: Ferguson Enterprises Inc. has 2 segments (95.1% in United States); NVIDIA Corporation has 5 segments (88.3% in Data Center).
  • Primary market structure: Competitive vs Quasi-Monopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Ferguson Enterprises Inc. has 4 moat types across 2 domains; NVIDIA Corporation has 7 across 3.

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

95.1%

NVIDIA Corporation

Data Center

Market

Data center accelerated computing (AI GPUs, systems, and networking)

Geography

Global

Customer

Hyperscale cloud providers, enterprises, public sector (often via OEMs/ODMs and integrators)

Role

Fabless designer and platform supplier (chips, systems, software)

Revenue share

88.3%

Side-by-side metrics

Ferguson Enterprises Inc.
NVIDIA Corporation
Ticker / Exchange
FERG - New York Stock Exchange
NVDA - Nasdaq Stock Market
Market cap (USD)
$44.7B
n/a
Gross margin (TTM)
n/a
70.1%
Operating margin (TTM)
n/a
58.8%
Net margin (TTM)
n/a
53%
Sector
Industrials
Technology
HQ country
US
US
Primary segment
United States
Data Center
Market structure
Competitive
Quasi-Monopoly
Market share
n/a
78%-85% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
72 / 100
97 / 100
Moat domains
Supply, Demand
Demand, Network, Supply
Last update
2026-01-01
2025-12-26

Moat coverage

Shared moat types

Data Workflow Lockin

Ferguson Enterprises Inc. strengths

Physical Network DensityScale Economies Unit CostScope Economies

NVIDIA Corporation strengths

Ecosystem ComplementsCapacity MoatOperational ExcellenceDesign In QualificationSuite BundlingResidual / non-core revenue

Segment mix

Ferguson Enterprises Inc. segments

Full profile >

United States

Competitive

95.1%

Canada

Competitive

4.9%

NVIDIA Corporation segments

Full profile >

Data Center

Quasi-Monopoly

88.3%

Gaming

Duopoly

8.7%

Professional Visualization

Oligopoly

1.4%

Automotive

Competitive

1.3%

OEM & Other

Competitive

0.3%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.