VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

The Home Depot, Inc. vs Prologis, Inc.

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
SectorConsumer
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

Prologis, Inc.

PLD · New York Stock Exchange

Market cap (USD)
SectorReal Estate
CountryUS
Data as of2025-12-31
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 Prologis, Inc.'s moat claims, evidence, and risks.

View PLD analysis

Comparison highlights

  • Moat score gap: The Home Depot, Inc. leads (69 / 100 vs 67 / 100 for Prologis, Inc.).
  • Segment focus: The Home Depot, Inc. has 2 segments (96% in Primary segment - North American home improvement retail (stores + online)); Prologis, Inc. has 2 segments (91.8% in Real Estate (Rental Operations and Development)).
  • Primary market structure: Competitive vs Competitive. Pricing power: Weak vs Strong.
  • Moat breadth: The Home Depot, Inc. has 4 moat types across 2 domains; Prologis, Inc. has 7 across 4.

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%

Prologis, Inc.

Real Estate (Rental Operations and Development)

Market

Logistics/industrial real estate leasing & development

Geography

Global

Customer

Logistics users (retail, e-commerce, 3PL, manufacturing)

Role

Owner/operator/developer (landlord)

Revenue share

91.8%

Side-by-side metrics

The Home Depot, Inc.
Prologis, Inc.
Ticker / Exchange
HD - New York Stock Exchange
PLD - New York Stock Exchange
Market cap (USD)
$345.9B
n/a
Sector
Consumer
Real Estate
HQ country
US
US
Primary segment
Primary segment - North American home improvement retail (stores + online)
Real Estate (Rental Operations and Development)
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Strong
Moat score
69 / 100
67 / 100
Moat domains
Supply, Demand
Supply, Legal, Financial, Demand
Last update
2025-12-30
2025-12-31

Moat coverage

Shared moat types

Procurement InertiaScale Economies Unit Cost

The Home Depot, Inc. strengths

Physical Network DensityDistribution Control

Prologis, Inc. strengths

Geographic NaturalPermits Rights Of WayCost Of Capital AdvantageLong Term ContractsReputation Reviews

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%

Prologis, Inc. segments

Full profile >

Real Estate (Rental Operations and Development)

Competitive

91.8%

Strategic Capital (co-investment ventures / investment management)

Competitive

8.2%

Want the full wide moat stocks list?

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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.