VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 10, 2026

Stock Comparison

Floor & Decor Holdings, Inc. vs Prologis, 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

Prologis, Inc.

PLD · New York Stock Exchange

Market cap (USD)$120.1B
Gross margin (TTM)67.7%
Operating margin (TTM)47%
Net margin (TTM)36.7%
SectorReal Estate
IndustryREIT - Industrial
CountryUS
Data as of2025-12-31
Moat score
67/ 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 Prologis, Inc.'s moat claims, evidence, and risks.

View PLD analysis

Comparison highlights

  • Moat score gap: Prologis, Inc. leads (67 / 100 vs 55 / 100 for Floor & Decor Holdings, Inc.).
  • Segment focus: Floor & Decor Holdings, Inc. has 2 segments (95% in Floor & Decor Retail); Prologis, Inc. has 2 segments (91.8% in Real Estate (Rental Operations and Development)).
  • Primary market structure: Competitive vs Competitive. Pricing power: Weak vs Strong.
  • Moat breadth: Floor & Decor Holdings, Inc. has 6 moat types across 2 domains; Prologis, Inc. has 7 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%

Prologis, Inc.

Real Estate (Rental Operations and Development)

Market

Logistics/industrial real estate leasing & development

Geography

Global

Customer

Logistics users (retail, e-commerce, 3PL, manufacturing)

Role

Owner/operator/developer (landlord)

Revenue share

91.8%

Side-by-side metrics

Floor & Decor Holdings, Inc.
Prologis, Inc.
Ticker / Exchange
FND - New York Stock Exchange
PLD - New York Stock Exchange
Market cap (USD)
$7.8B
$120.1B
Gross margin (TTM)
42.4%
67.7%
Operating margin (TTM)
6.1%
47%
Net margin (TTM)
4.7%
36.7%
Sector
Consumer
Real Estate
Industry
Home Improvement
REIT - Industrial
HQ country
US
US
Primary segment
Floor & Decor Retail
Real Estate (Rental Operations and Development)
Market structure
Competitive
Competitive
Market share
9%-11% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Strong
Moat score
55 / 100
67 / 100
Moat domains
Supply, Demand
Supply, Legal, Financial, Demand
Last update
2026-01-08
2025-12-31

Moat coverage

Shared moat types

Scale Economies Unit CostProcurement Inertia

Floor & Decor Holdings, Inc. strengths

Distribution ControlScope EconomiesBrand TrustOperational Excellence

Prologis, Inc. strengths

Geographic NaturalPermits Rights Of WayCost Of Capital AdvantageLong Term ContractsReputation Reviews

Segment mix

Floor & Decor Holdings, Inc. segments

Full profile >

Floor & Decor Retail

Competitive

95%

Spartan (Commercial surfaces)

Competitive

5%

Prologis, Inc. segments

Full profile >

Real Estate (Rental Operations and Development)

Competitive

91.8%

Strategic Capital (co-investment ventures / investment management)

Competitive

8.2%

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.