VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Ferguson Enterprises Inc. vs Visa 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)$44.7B
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

Visa Inc.

V · New York Stock Exchange

Market cap (USD)$677.5B
Gross margin (TTM)80.4%
Operating margin (TTM)60%
Net margin (TTM)50.1%
SectorFinancials
CountryUS
Data as of2025-12-21
Moat score
77/ 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 Visa Inc.'s moat claims, evidence, and risks.

View V analysis

Comparison highlights

  • Moat score gap: Visa Inc. leads (77 / 100 vs 72 / 100 for Ferguson Enterprises Inc.).
  • Segment focus: Ferguson Enterprises Inc. has 2 segments (95.1% in United States); Visa Inc. has 4 segments (35.9% in Data processing revenue).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs n/a.
  • Moat breadth: Ferguson Enterprises Inc. has 4 moat types across 2 domains; Visa Inc. has 7 across 4.

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%

Visa Inc.

Data processing revenue

Market

Payment transaction processing (authorization, clearing and settlement) for VisaNet and related network access

Geography

Global

Customer

Issuers, acquirers, payment processors

Role

Network processor / switch (authorization, clearing, settlement)

Revenue share

35.9%

Side-by-side metrics

Ferguson Enterprises Inc.
Visa Inc.
Ticker / Exchange
FERG - New York Stock Exchange
V - New York Stock Exchange
Market cap (USD)
$44.7B
$677.5B
Gross margin (TTM)
n/a
80.4%
Operating margin (TTM)
n/a
60%
Net margin (TTM)
n/a
50.1%
Sector
Industrials
Financials
HQ country
US
US
Primary segment
United States
Data processing revenue
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
n/a
Moat score
72 / 100
77 / 100
Moat domains
Supply, Demand
Network, Demand, Supply, Legal
Last update
2026-01-01
2025-12-21

Moat coverage

Shared moat types

Data Workflow Lockin

Ferguson Enterprises Inc. strengths

Physical Network DensityScale Economies Unit CostScope Economies

Visa Inc. strengths

Two Sided NetworkBrand TrustClearing SettlementCapex Knowhow ScaleCompliance AdvantageSuite Bundling

Segment mix

Ferguson Enterprises Inc. segments

Full profile >

United States

Competitive

95.1%

Canada

Competitive

4.9%

Visa Inc. segments

Full profile >

Service revenue

Oligopoly

31.5%

Data processing revenue

Oligopoly

35.9%

International transaction revenue

Oligopoly

25.4%

Other revenue

Competitive

7.3%

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.