VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 10, 2026

Stock Comparison

Floor & Decor Holdings, Inc. vs The Home Depot, 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

The Home Depot, Inc.

HD · New York Stock Exchange

Market cap (USD)$372.7B
Gross margin (TTM)33.4%
Operating margin (TTM)13%
Net margin (TTM)8.8%
SectorConsumer
IndustryHome Improvement
CountryUS
Data as of2025-12-30
Moat score
69/ 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 The Home Depot, Inc.'s moat claims, evidence, and risks.

View HD analysis

Comparison highlights

  • Moat score gap: The Home Depot, Inc. leads (69 / 100 vs 55 / 100 for Floor & Decor Holdings, Inc.).
  • Segment focus: Floor & Decor Holdings, Inc. has 2 segments (95% in Floor & Decor Retail); The Home Depot, Inc. has 2 segments (96% in Primary segment - North American home improvement retail (stores + online)).
  • Moat breadth: Floor & Decor Holdings, Inc. has 6 moat types across 2 domains; The Home Depot, Inc. has 4 across 2.

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%

The Home Depot, Inc.

Primary segment - North American home improvement retail (stores + online)

Market

Home improvement retail (omnichannel)

Geography

North America (US, Canada, Mexico)

Customer

DIY homeowners and professional contractors

Role

Retailer

Revenue share

96%

Side-by-side metrics

Floor & Decor Holdings, Inc.
The Home Depot, Inc.
Ticker / Exchange
FND - New York Stock Exchange
HD - New York Stock Exchange
Market cap (USD)
$7.8B
$372.7B
Gross margin (TTM)
42.4%
33.4%
Operating margin (TTM)
6.1%
13%
Net margin (TTM)
4.7%
8.8%
Sector
Consumer
Consumer
Industry
Home Improvement
Home Improvement
HQ country
US
US
Primary segment
Floor & Decor Retail
Primary segment - North American home improvement retail (stores + online)
Market structure
Competitive
Competitive
Market share
9%-11% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Weak
Moat score
55 / 100
69 / 100
Moat domains
Supply, Demand
Supply, Demand
Last update
2026-01-08
2025-12-30

Moat coverage

Shared moat types

Scale Economies Unit CostDistribution ControlProcurement Inertia

Floor & Decor Holdings, Inc. strengths

Scope EconomiesBrand TrustOperational Excellence

The Home Depot, Inc. strengths

Physical Network Density

Segment mix

Floor & Decor Holdings, Inc. segments

Full profile >

Floor & Decor Retail

Competitive

95%

Spartan (Commercial surfaces)

Competitive

5%

The Home Depot, Inc. segments

Full profile >

Primary segment - North American home improvement retail (stores + online)

Competitive

96%

Other - Specialty trade distribution (SRS: roofing, landscape, pool)

Competitive

4%

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.