VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

The Home Depot, Inc. vs Halma plc

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

The Home Depot, Inc.

HD · New York Stock Exchange

Market cap (USD)$345.9B
Gross margin (TTM)33.4%
Operating margin (TTM)13%
Net margin (TTM)8.8%
SectorConsumer
IndustryHome Improvement
CountryUS
Data as of2025-12-30
Moat score
69/ 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 The Home Depot, Inc.'s moat claims, evidence, and risks.

View HD analysis

Halma plc

HLMA · London Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
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: The Home Depot, Inc. leads (69 / 100 vs 59 / 100 for Halma plc).
  • Segment focus: The Home Depot, Inc. has 2 segments (96% in Primary segment - North American home improvement retail (stores + online)); Halma plc has 3 segments (40% in Safety).
  • Primary market structure: Competitive vs Competitive. Pricing power: Weak vs Moderate.
  • Moat breadth: The Home Depot, Inc. has 4 moat types across 2 domains; Halma plc has 4 across 2.

Primary market context

The Home Depot, Inc.

Primary segment - North American home improvement retail (stores + online)

Market

Home improvement retail (omnichannel)

Geography

North America (US, Canada, Mexico)

Customer

DIY homeowners and professional contractors

Role

Retailer

Revenue share

96%

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

The Home Depot, Inc.
Halma plc
Ticker / Exchange
HD - New York Stock Exchange
HLMA - London Stock Exchange
Market cap (USD)
$345.9B
n/a
Gross margin (TTM)
33.4%
n/a
Operating margin (TTM)
13%
n/a
Net margin (TTM)
8.8%
n/a
Sector
Consumer
Technology
Industry
Home Improvement
n/a
HQ country
US
GB
Primary segment
Primary segment - North American home improvement retail (stores + online)
Safety
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
69 / 100
59 / 100
Moat domains
Supply, Demand
Legal, Demand
Last update
2025-12-30
2026-01-02

Moat coverage

Shared moat types

Procurement Inertia

The Home Depot, Inc. strengths

Physical Network DensityDistribution ControlScale Economies Unit Cost

Halma plc strengths

Compliance AdvantageDesign In QualificationSwitching Costs General

Segment mix

The Home Depot, Inc. segments

Full profile >

Primary segment - North American home improvement retail (stores + online)

Competitive

96%

Other - Specialty trade distribution (SRS: roofing, landscape, pool)

Competitive

4%

Halma plc segments

Full profile >

Safety

Competitive

40%

Environmental & Analysis

Competitive

35%

Healthcare

Competitive

25%

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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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.