VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Sunday, January 11, 2026

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Stock Comparison

Floor & Decor Holdings, Inc. vs Global Payments Inc.

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

Floor & Decor Holdings, Inc.

FND · New York Stock Exchange

Market cap (USD)$7.8B

Gross margin (TTM)42.4%

Operating margin (TTM)6.1%

Net margin (TTM)4.7%

SectorConsumer

IndustryHome Improvement

CountryUS

Data as of2026-01-08

Moat score

55/ 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 Floor & Decor Holdings, Inc.'s moat claims, evidence, and risks.

View FND analysis

Global Payments Inc.

GPN · New York Stock Exchange

Market cap (USD)$18.8B

Gross margin (TTM)—

Operating margin (TTM)—

Net margin (TTM)—

SectorFinancials

Industry—

CountryUS

Data as of2026-01-10

Moat score

62/ 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 Global Payments Inc.'s moat claims, evidence, and risks.

View GPN analysis

Comparison highlights

Moat score gap: Global Payments Inc. leads (62 / 100 vs 55 / 100 for Floor & Decor Holdings, Inc.).
Segment focus: Floor & Decor Holdings, Inc. has 2 segments (95% in Floor & Decor Retail); Global Payments Inc. has 2 segments (76.1% in Merchant Solutions).
Primary market structure: Competitive vs Competitive. Pricing power: Weak vs Moderate.
Moat breadth: Floor & Decor Holdings, Inc. has 6 moat types across 2 domains; Global Payments Inc. has 6 across 4.

Primary market context

Floor & Decor Holdings, Inc.

Floor & Decor Retail

Market

U.S. retail hard-surface flooring and accessories

Geography

United States

Customer

Homeowners (DIY/BIY) and professional installers (Pros)

Role

Specialty retailer (warehouse-format stores + e-commerce)

Revenue share

95%

Global Payments Inc.

Merchant Solutions

Market

Merchant acquiring and integrated payments (card-present and e-commerce)

Geography

Global

Customer

Merchants (SMB to enterprise) and software platforms

Role

Acquirer and payment processor

Revenue share

76.1%

Side-by-side metrics

Floor & Decor Holdings, Inc.

Global Payments Inc.

Ticker / Exchange

FND - New York Stock Exchange

GPN - New York Stock Exchange

Market cap (USD)

$7.8B

$18.8B

Gross margin (TTM)

42.4%

n/a

Operating margin (TTM)

6.1%

n/a

Net margin (TTM)

4.7%

n/a

Sector

Consumer

Financials

Industry

Home Improvement

n/a

HQ country

Primary segment

Floor & Decor Retail

Merchant Solutions

Market structure

Competitive

Market share

9%-11% (reported)

n/a

HHI estimate

n/a

Pricing power

Weak

Moderate

Moat score

55 / 100

62 / 100

Moat domains

Supply, Demand

Network, Demand, Supply, Legal

Last update

2026-01-08

2026-01-10

Moat coverage

Shared moat types

Scale Economies Unit Cost

Floor & Decor Holdings, Inc. strengths

Distribution ControlScope EconomiesBrand TrustProcurement InertiaOperational Excellence

Global Payments Inc. strengths

Ecosystem ComplementsData Workflow LockinLong Term ContractsSwitching Costs GeneralCompliance Advantage

Segment mix

Floor & Decor Holdings, Inc. segments

Full profile >

Floor & Decor Retail

Competitive

95%

Spartan (Commercial surfaces)

Competitive

Global Payments Inc. segments

Full profile >

Merchant Solutions

Competitive

76.1%

Issuer Solutions

Oligopoly

24.6%

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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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.