VOL. XCIV, NO. 247

* MOAT STOCKS COMPARISON *

NO ADVICE

Friday, December 26, 2025

Stock Comparison

IDEX Corporation vs The Charles Schwab Corporation

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

IDEX Corporation

IEX · New York Stock Exchange

Market cap (USD)$13.4B
SectorIndustrials
CountryUS
Data as of2025-12-23
Moat score
58/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

The Charles Schwab Corporation

SCHW · New York Stock Exchange

Market cap (USD)
SectorFinancials
CountryUS
Data as of2025-12-26
Moat score
74/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

Side-by-side metrics

IDEX Corporation
The Charles Schwab Corporation
Ticker / Exchange
IEX - New York Stock Exchange
SCHW - New York Stock Exchange
Market cap (USD)
$13.4B
n/a
Sector
Industrials
Financials
HQ country
US
US
Primary segment
Health & Science Technologies (HST)
Investor Services
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
58 / 100
74 / 100
Moat domains
Demand, Supply, Legal
Supply, Demand, Financial, Network
Last update
2025-12-23
2025-12-26

Moat coverage

Shared moat types

Data Workflow LockinBrand Trust

IDEX Corporation strengths

Design In QualificationInstalled Base ConsumablesLearning Curve YieldIP Choke PointProcurement Inertia

The Charles Schwab Corporation strengths

Scale Economies Unit CostSuite BundlingFloat PrepaymentEcosystem ComplementsService Field Network

Segment mix

IDEX Corporation segments

Full profile >

Fluid & Metering Technologies (FMT)

Competitive

37.7%

Health & Science Technologies (HST)

Competitive

39.6%

Fire & Safety/Diversified Products (FSDP)

Competitive

22.7%

The Charles Schwab Corporation segments

Full profile >

Investor Services

Oligopoly

79.4%

Advisor Services

Oligopoly

20.6%

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.