VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Floor & Decor Holdings, Inc. vs Netflix, 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

Netflix, Inc.

NFLX · NASDAQ

Market cap (USD)$378.9B
Gross margin (TTM)48.1%
Operating margin (TTM)29.1%
Net margin (TTM)24.1%
SectorCommunication Services
IndustryEntertainment
CountryUS
Data as of2026-01-05
Moat score
65/ 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 Netflix, Inc.'s moat claims, evidence, and risks.

View NFLX analysis

Comparison highlights

  • Moat score gap: Netflix, Inc. leads (65 / 100 vs 55 / 100 for Floor & Decor Holdings, Inc.).
  • Segment focus: Floor & Decor Holdings, Inc. has 2 segments (95% in Floor & Decor Retail); Netflix, Inc. has 1 segment (100% in Streaming entertainment platform).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: Floor & Decor Holdings, Inc. has 6 moat types across 2 domains; Netflix, Inc. has 5 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%

Netflix, Inc.

Streaming entertainment platform

Market

Paid streaming video entertainment (SVOD/AVOD)

Geography

Global

Customer

Consumers (B2C); advertisers via ad-supported inventory

Role

Streaming platform operator; content producer/licensor

Revenue share

100%

Side-by-side metrics

Floor & Decor Holdings, Inc.
Netflix, Inc.
Ticker / Exchange
FND - New York Stock Exchange
NFLX - NASDAQ
Market cap (USD)
$7.8B
$378.9B
Gross margin (TTM)
42.4%
48.1%
Operating margin (TTM)
6.1%
29.1%
Net margin (TTM)
4.7%
24.1%
Sector
Consumer
Communication Services
Industry
Home Improvement
Entertainment
HQ country
US
US
Primary segment
Floor & Decor Retail
Streaming entertainment platform
Market structure
Competitive
Oligopoly
Market share
9%-11% (reported)
8.2%-8.4% (reported)
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
55 / 100
65 / 100
Moat domains
Supply, Demand
Network, Supply, Legal, Financial
Last update
2026-01-08
2026-01-05

Moat coverage

Shared moat types

Scale Economies Unit Cost

Floor & Decor Holdings, Inc. strengths

Distribution ControlScope EconomiesBrand TrustProcurement InertiaOperational Excellence

Netflix, Inc. strengths

Data Network EffectsContent Rights CurrencyPhysical Network DensityFloat Prepayment

Segment mix

Floor & Decor Holdings, Inc. segments

Full profile >

Floor & Decor Retail

Competitive

95%

Spartan (Commercial surfaces)

Competitive

5%

Netflix, Inc. segments

Full profile >

Streaming entertainment platform

Oligopoly

100%

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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.