VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Ferguson Enterprises Inc. vs Old Dominion Freight Line, 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)$49.9B
Gross margin (TTM)30.8%
Operating margin (TTM)8.7%
Net margin (TTM)6.3%
SectorIndustrials
IndustryIndustrial - Distribution
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

Old Dominion Freight Line, Inc.

ODFL · NASDAQ

Market cap (USD)$42.1B
Gross margin (TTM)32.2%
Operating margin (TTM)24.8%
Net margin (TTM)18.6%
SectorIndustrials
IndustryTrucking
CountryUS
Data as of2026-01-06
Moat score
70/ 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 Old Dominion Freight Line, Inc.'s moat claims, evidence, and risks.

View ODFL analysis

Comparison highlights

  • Moat score gap: Ferguson Enterprises Inc. leads (72 / 100 vs 70 / 100 for Old Dominion Freight Line, Inc.).
  • Segment focus: Ferguson Enterprises Inc. has 2 segments (95.1% in United States); Old Dominion Freight Line, Inc. has 2 segments (99.1% in LTL Services).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Ferguson Enterprises Inc. has 4 moat types across 2 domains; Old Dominion Freight Line, Inc. has 6 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

95.1%

Old Dominion Freight Line, Inc.

LTL Services

Market

Less-than-truckload (LTL) freight transportation

Geography

United States (primarily); broader North America via alliances

Customer

B2B shippers

Role

Asset-based carrier (pickup, linehaul, delivery)

Revenue share

99.1%

Side-by-side metrics

Ferguson Enterprises Inc.
Old Dominion Freight Line, Inc.
Ticker / Exchange
FERG - New York Stock Exchange
ODFL - NASDAQ
Market cap (USD)
$49.9B
$42.1B
Gross margin (TTM)
30.8%
32.2%
Operating margin (TTM)
8.7%
24.8%
Net margin (TTM)
6.3%
18.6%
Sector
Industrials
Industrials
Industry
Industrial - Distribution
Trucking
HQ country
US
US
Primary segment
United States
LTL Services
Market structure
Competitive
Oligopoly
Market share
n/a
11%-13% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
72 / 100
70 / 100
Moat domains
Supply, Demand
Supply, Demand
Last update
2026-01-01
2026-01-06

Moat coverage

Shared moat types

Physical Network DensityScale Economies Unit CostData Workflow Lockin

Ferguson Enterprises Inc. strengths

Scope Economies

Old Dominion Freight Line, Inc. strengths

Operational ExcellenceBrand TrustSuite Bundling

Segment mix

Ferguson Enterprises Inc. segments

Full profile >

United States

Competitive

95.1%

Canada

Competitive

4.9%

Old Dominion Freight Line, Inc. segments

Full profile >

LTL Services

Oligopoly

99.1%

Other Services (Drayage, Brokerage, Supply Chain Consulting)

Competitive

0.9%

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.