VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Wednesday, January 7, 2026
Stock Comparison
Fortinet, Inc. vs Transurban Group
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Fortinet, Inc.
FTNT · NASDAQ
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Fortinet, Inc.'s moat claims, evidence, and risks.
View FTNT analysisTransurban Group
TCL · Australian Securities Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Transurban Group's moat claims, evidence, and risks.
View TCL analysisComparison highlights
- Moat score gap: Transurban Group leads (91 / 100 vs 84 / 100 for Fortinet, Inc.).
- Segment focus: Fortinet, Inc. has 2 segments (68% in Subscriptions & Support Services); Transurban Group has 4 segments (49.5% in Sydney toll roads).
- Primary market structure: Quasi-Monopoly vs Quasi-Monopoly. Pricing power: Strong vs Moderate.
- Moat breadth: Fortinet, Inc. has 7 moat types across 3 domains; Transurban Group has 3 across 3.
Primary market context
Fortinet, Inc.
Subscriptions & Support Services
Cybersecurity subscriptions and technical support for Fortinet installed base (FortiGuard + FortiCare)
Global
Installed-base enterprises and channel partners
Vendor (subscription/support services)
68%
Transurban Group
Sydney toll roads
Urban toll-road concessions (Sydney)
Sydney, New South Wales, Australia
Motorists and commercial fleet operators
Concessionaire / operator and developer
49.5%
Side-by-side metrics
Moat coverage
Shared moat types
Fortinet, Inc. strengths
Transurban Group strengths
Segment mix
Fortinet, Inc. segments
Full profile >Secure Networking Products
Oligopoly
Subscriptions & Support Services
Quasi-Monopoly
Transurban Group segments
Full profile >Sydney toll roads
Quasi-Monopoly
Melbourne toll roads
Quasi-Monopoly
Brisbane toll roads
Quasi-Monopoly
North America managed lanes and concessions
Quasi-Monopoly
Want the full wide moat stocks list?
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Proven models entering the expansion stage with unit economics that work.
View expansion-stage stocksCuration & 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.