VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Graco Inc. vs Vertiv Holdings Co

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)$13.6B
Gross margin (TTM)52.3%
Operating margin (TTM)26.9%
Net margin (TTM)23%
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

Vertiv Holdings Co

VRT · New York Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
IndustryElectrical Equipment & Parts
CountryUS
Data as of2026-04-25
Moat score
74/ 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 Vertiv Holdings Co's moat claims, evidence, and risks.

View VRT analysis

Comparison highlights

  • Moat score gap: Vertiv Holdings Co leads (74 / 100 vs 67 / 100 for Graco Inc.).
  • Segment focus: Graco Inc. has 3 segments (49.4% in Contractor); Vertiv Holdings Co has 3 segments (85% in Data center critical digital infrastructure).
  • Moat breadth: Graco Inc. has 7 moat types across 2 domains; Vertiv Holdings Co 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%

Vertiv Holdings Co

Data center critical digital infrastructure

Market

Global data center physical infrastructure for power, thermal management, IT systems, modular infrastructure and lifecycle services

Geography

Global, with FY 2025 company revenue 62% Americas, 20% APAC and 18% EMEA

Customer

Hyperscale, cloud, neocloud, colocation and enterprise data center operators

Role

Power, cooling, integrated infrastructure, controls, racks, services and deployment partner

Revenue share

85%

Side-by-side metrics

Graco Inc.
Vertiv Holdings Co
Ticker / Exchange
GGG - New York Stock Exchange
VRT - New York Stock Exchange
Market cap (USD)
$13.6B
n/a
Gross margin (TTM)
52.3%
n/a
Operating margin (TTM)
26.9%
n/a
Net margin (TTM)
23%
n/a
Sector
Industrials
Industrials
Industry
Industrial - Machinery
Electrical Equipment & Parts
HQ country
US
US
Primary segment
Contractor
Data center critical digital infrastructure
Market structure
Oligopoly
Oligopoly
Market share
n/a
16%-18% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
67 / 100
74 / 100
Moat domains
Demand, Supply
Supply, Demand, Legal
Last update
2026-01-05
2026-04-25

Moat coverage

Shared moat types

Service Field NetworkDesign In QualificationScope Economies

Graco Inc. strengths

Brand TrustDistribution ControlOperational ExcellenceInstalled Base Consumables

Vertiv Holdings Co strengths

Capex Knowhow ScaleSwitching Costs GeneralCompliance Advantage

Segment mix

Graco Inc. segments

Full profile >

Contractor

Oligopoly

49.4%

Industrial

Oligopoly

43.1%

Expansion Markets

Competitive

7.5%

Vertiv Holdings Co segments

Full profile >

Data center critical digital infrastructure

Oligopoly

85%

Communications network critical infrastructure

Competitive

10%

Commercial and industrial critical infrastructure

Competitive

5%

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.