VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Thursday, January 8, 2026

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Stock Comparison

Graco Inc. vs Mastercard Incorporated

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

Graco Inc.

GGG · New York Stock Exchange

Market cap (USD)$13.8B
Gross margin (TTM)52.3%
Operating margin (TTM)26.6%
Net margin (TTM)22.7%
SectorIndustrials
IndustryIndustrial - Machinery
CountryUS
Data as of2026-01-05
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 Graco Inc.'s moat claims, evidence, and risks.

View GGG analysis

Mastercard Incorporated

MA · New York Stock Exchange

Market cap (USD)$510.6B
Gross margin (TTM)77.5%
Operating margin (TTM)57%
Net margin (TTM)45.3%
SectorFinancials
IndustryFinancial - Credit Services
CountryUS
Data as of2025-12-21
Moat score
77/ 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 Mastercard Incorporated's moat claims, evidence, and risks.

View MA analysis

Comparison highlights

  • Moat score gap: Mastercard Incorporated leads (77 / 100 vs 67 / 100 for Graco Inc.).
  • Segment focus: Graco Inc. has 3 segments (49.4% in Contractor); Mastercard Incorporated has 2 segments (61.5% in Payment Network).
  • Moat breadth: Graco Inc. has 7 moat types across 2 domains; Mastercard Incorporated has 6 across 3.

Primary market context

Graco Inc.

Contractor

Market

Professional and prosumer paint/coatings application equipment (airless sprayers, texture sprayers, line stripers, plural-component proportioners)

Geography

Global

Customer

Professional contractors and trades; DIY consumers via retail channels

Role

Equipment OEM / brand owner

Revenue share

49.4%

Mastercard Incorporated

Payment Network

Market

Four-party card payment network (switching, acceptance, and network-related services)

Geography

Global

Customer

Issuers, acquirers, merchants, account holders

Role

Network operator (authorization, clearing, settlement) and rules/standards steward

Revenue share

61.5%

Side-by-side metrics

Graco Inc.
Mastercard Incorporated
Ticker / Exchange
GGG - New York Stock Exchange
MA - New York Stock Exchange
Market cap (USD)
$13.8B
$510.6B
Gross margin (TTM)
52.3%
77.5%
Operating margin (TTM)
26.6%
57%
Net margin (TTM)
22.7%
45.3%
Sector
Industrials
Financials
Industry
Industrial - Machinery
Financial - Credit Services
HQ country
US
US
Primary segment
Contractor
Payment Network
Market structure
Oligopoly
Oligopoly
Market share
n/a
29.7% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
67 / 100
77 / 100
Moat domains
Demand, Supply
Network, Demand, Legal
Last update
2026-01-05
2025-12-21

Moat coverage

Shared moat types

Brand Trust

Graco Inc. strengths

Distribution ControlOperational ExcellenceService Field NetworkDesign In QualificationInstalled Base ConsumablesScope Economies

Mastercard Incorporated strengths

Two Sided NetworkClearing SettlementRegulated Standards PipeData Network EffectsData Workflow Lockin

Segment mix

Graco Inc. segments

Full profile >

Contractor

Oligopoly

49.4%

Industrial

Oligopoly

43.1%

Expansion Markets

Competitive

7.5%

Mastercard Incorporated segments

Full profile >

Payment Network

Oligopoly

61.5%

Value-Added Services and Solutions

Competitive

38.5%

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.