VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

Fair Isaac Corporation vs NVIDIA Corporation

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

Fair Isaac Corporation

FICO · New York Stock Exchange

Market cap (USD)$29.6B
Gross margin (TTM)84.2%
Operating margin (TTM)50.4%
Net margin (TTM)33.7%
SectorTechnology
IndustrySoftware - Application
CountryUS
Data as of2026-05-27
Moat score
83/ 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 Fair Isaac Corporation's moat claims, evidence, and risks.

View FICO analysis

NVIDIA Corporation

NVDA · Nasdaq Global Select Market

Market cap (USD)$5.2T
Gross margin (TTM)74.2%
Operating margin (TTM)64%
Net margin (TTM)63%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2026-05-26
Moat score
98/ 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 (98 / 100 vs 83 / 100 for Fair Isaac Corporation).
  • Segment focus: Fair Isaac Corporation has 2 segments (64.8% in Scores); NVIDIA Corporation has 2 segments (91.3% in Compute & Networking).
  • Moat breadth: Fair Isaac Corporation has 5 moat types across 2 domains; NVIDIA Corporation has 6 across 3.

Primary market context

Fair Isaac Corporation

Scores

Market

Consumer credit scoring and related predictive scores used in lending decisions

Geography

Primarily United States; also international

Customer

Lenders (mortgage, credit card, auto, etc.), consumer reporting agencies, and consumers (B2C)

Role

Score model developer/licensor; distribution via consumer reporting agencies and direct-to-consumer channels

Revenue share

64.8%

NVIDIA Corporation

Compute & Networking

Market

Global accelerated data center AI compute, networking and autonomous-vehicle AI platforms

Geography

Global, with Q1 FY2027 customer-headquarters revenue 78% United States, 15% Taiwan, 6% China including Hong Kong and 2% other

Customer

Cloud service providers, AI model makers, neoclouds, enterprises, public sector entities, OEMs, ODMs, system integrators and automotive OEMs

Role

Fabless GPU, CPU, DPU, networking, rack-scale systems, software and AI platform provider

Revenue share

91.3%

Side-by-side metrics

Fair Isaac Corporation
NVIDIA Corporation
Ticker / Exchange
FICO - New York Stock Exchange
NVDA - Nasdaq Global Select Market
Market cap (USD)
$29.6B
$5.2T
Gross margin (TTM)
84.2%
74.2%
Operating margin (TTM)
50.4%
64%
Net margin (TTM)
33.7%
63%
Sector
Technology
Technology
Industry
Software - Application
Semiconductors
HQ country
US
US
Primary segment
Scores
Compute & Networking
Market structure
Quasi-Monopoly
Quasi-Monopoly
Market share
90% (reported)
85.2% (reported)
HHI estimate
n/a
7,373
Pricing power
Strong
Strong
Moat score
83 / 100
98 / 100
Moat domains
Network, Demand
Network, Supply, Demand
Last update
2026-05-27
2026-05-26

Moat coverage

Shared moat types

De Facto StandardBrand Trust

Fair Isaac Corporation strengths

Format Lock InData Workflow LockinSwitching Costs General

NVIDIA Corporation strengths

Keystone ComponentEcosystem ComplementsDesign In QualificationCapacity Moat

Segment mix

Fair Isaac Corporation segments

Full profile >

Scores

Quasi-Monopoly

64.8%

Software

Competitive

35.2%

NVIDIA Corporation segments

Full profile >

Compute & Networking

Quasi-Monopoly

91.3%

Graphics

Quasi-Monopoly

8.7%

Want the full wide moat stocks list?

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Looking for expansion-stage stocks?

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.