VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Global Payments Inc. vs Halma plc

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

Global Payments Inc.

GPN · New York Stock Exchange

Market cap (USD)$18.8B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorFinancials
Industry
CountryUS
Data as of2026-01-10
Moat score
62/ 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 Global Payments Inc.'s moat claims, evidence, and risks.

View GPN analysis

Halma plc

HLMA · London Stock Exchange

Market cap (USD)$13.8B
Gross margin (TTM)29.3%
Operating margin (TTM)15%
Net margin (TTM)13.9%
SectorTechnology
IndustryConglomerates
CountryGB
Data as of2026-01-02
Moat score
59/ 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 Halma plc's moat claims, evidence, and risks.

View HLMA analysis

Comparison highlights

  • Moat score gap: Global Payments Inc. leads (62 / 100 vs 59 / 100 for Halma plc).
  • Segment focus: Global Payments Inc. has 2 segments (76.1% in Merchant Solutions); Halma plc has 3 segments (40% in Safety).
  • Moat breadth: Global Payments Inc. has 6 moat types across 4 domains; Halma plc has 4 across 2.

Primary market context

Global Payments Inc.

Merchant Solutions

Market

Merchant acquiring and integrated payments (card-present and e-commerce)

Geography

Global

Customer

Merchants (SMB to enterprise) and software platforms

Role

Acquirer and payment processor

Revenue share

76.1%

Halma plc

Safety

Market

Safety technologies (fire safety, public safety, worker safety, and protection of critical assets/infrastructure)

Geography

Global

Customer

Commercial/industrial facility owners and operators; infrastructure operators; installers and OEM channels

Role

Technology OEM / component + systems supplier

Revenue share

40%

Side-by-side metrics

Global Payments Inc.
Halma plc
Ticker / Exchange
GPN - New York Stock Exchange
HLMA - London Stock Exchange
Market cap (USD)
$18.8B
$13.8B
Gross margin (TTM)
n/a
29.3%
Operating margin (TTM)
n/a
15%
Net margin (TTM)
n/a
13.9%
Sector
Financials
Technology
Industry
n/a
Conglomerates
HQ country
US
GB
Primary segment
Merchant Solutions
Safety
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
62 / 100
59 / 100
Moat domains
Network, Demand, Supply, Legal
Legal, Demand
Last update
2026-01-10
2026-01-02

Moat coverage

Shared moat types

Switching Costs GeneralCompliance Advantage

Global Payments Inc. strengths

Ecosystem ComplementsData Workflow LockinScale Economies Unit CostLong Term Contracts

Halma plc strengths

Design In QualificationProcurement Inertia

Segment mix

Global Payments Inc. segments

Full profile >

Merchant Solutions

Competitive

76.1%

Issuer Solutions

Oligopoly

24.6%

Halma plc segments

Full profile >

Safety

Competitive

40%

Environmental & Analysis

Competitive

35%

Healthcare

Competitive

25%

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.