VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

The Home Depot, Inc. vs Lifco AB (publ)

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)$342.5B
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

Lifco AB (publ)

LIFCO-B · Nasdaq Stockholm

Market cap (USD)$152.8B
Gross margin (TTM)43.9%
Operating margin (TTM)18.4%
Net margin (TTM)12.8%
SectorIndustrials
IndustryConglomerates
CountrySE
Data as of2026-01-06
Moat score
58/ 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 Lifco AB (publ)'s moat claims, evidence, and risks.

View LIFCO-B analysis

Comparison highlights

  • Moat score gap: The Home Depot, Inc. leads (69 / 100 vs 58 / 100 for Lifco AB (publ)).
  • Segment focus: The Home Depot, Inc. has 2 segments (96% in Primary segment - North American home improvement retail (stores + online)); Lifco AB (publ) has 3 segments (51.2% in Systems Solutions).
  • Primary market structure: Competitive vs Competitive. Pricing power: Weak vs Moderate.
  • Moat breadth: The Home Depot, Inc. has 4 moat types across 2 domains; Lifco AB (publ) has 8 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%

Lifco AB (publ)

Systems Solutions

Market

Niche B2B systems solutions (contract manufacturing, environmental technology, infrastructure products, special products, transportation products)

Geography

Primarily Europe; global customers where applicable

Customer

B2B OEMs and industrial customers

Role

Niche manufacturer and systems solution provider

Revenue share

51.2%

Side-by-side metrics

The Home Depot, Inc.
Lifco AB (publ)
Ticker / Exchange
HD - New York Stock Exchange
LIFCO-B - Nasdaq Stockholm
Market cap (USD)
$342.5B
$152.8B
Gross margin (TTM)
33.4%
43.9%
Operating margin (TTM)
13%
18.4%
Net margin (TTM)
8.8%
12.8%
Sector
Consumer
Industrials
Industry
Home Improvement
Conglomerates
HQ country
US
SE
Primary segment
Primary segment - North American home improvement retail (stores + online)
Systems Solutions
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
69 / 100
58 / 100
Moat domains
Supply, Demand
Supply, Demand
Last update
2025-12-30
2026-01-06

Moat coverage

Shared moat types

Distribution Control

The Home Depot, Inc. strengths

Physical Network DensityProcurement InertiaScale Economies Unit Cost

Lifco AB (publ) strengths

Service Field NetworkInstalled Base ConsumablesData Workflow LockinCapex Knowhow ScaleBrand TrustDesign In QualificationOperational Excellence

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%

Lifco AB (publ) segments

Full profile >

Dental

Oligopoly

24.1%

Demolition & Tools

Oligopoly

24.7%

Systems Solutions

Competitive

51.2%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.