VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

Intuit Inc. vs TransUnion

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

Intuit Inc.

INTU · NASDAQ

Market cap (USD)$84B
Gross margin (TTM)81%
Operating margin (TTM)27.5%
Net margin (TTM)21.9%
SectorTechnology
IndustrySoftware - Application
CountryUS
Data as of2026-05-26
Moat score
76/ 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 Intuit Inc.'s moat claims, evidence, and risks.

View INTU analysis

TransUnion

TRU · New York Stock Exchange

Market cap (USD)$13.6B
Gross margin (TTM)52.7%
Operating margin (TTM)18.1%
Net margin (TTM)14.9%
SectorFinancials
IndustryConsulting Services
CountryUS
Data as of2026-05-27
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 TransUnion's moat claims, evidence, and risks.

View TRU analysis

Comparison highlights

  • Moat score gap: Intuit Inc. leads (76 / 100 vs 62 / 100 for TransUnion).
  • Segment focus: Intuit Inc. has 4 segments (55.2% in Global Business Solutions); TransUnion has 4 segments (36.7% in U.S. Markets - Financial Services).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Intuit Inc. has 8 moat types across 4 domains; TransUnion has 8 across 4.

Primary market context

Intuit Inc.

Global Business Solutions

Market

Small and mid-market business financial management, payroll, payments/capital, and marketing automation software (QuickBooks ecosystem + Mailchimp)

Geography

Global

Customer

Small businesses, mid-market businesses, and accounting/bookkeeping professionals

Role

SaaS platform operator and payments/embedded-finance enabler

Revenue share

55.2%

TransUnion

U.S. Markets - Financial Services

Market

U.S. consumer credit bureau data & risk analytics for lenders

Geography

United States

Customer

B2B (banks, lenders, fintechs, mortgage/auto originators)

Role

Consumer reporting agency & decisioning analytics provider

Revenue share

36.7%

Side-by-side metrics

Intuit Inc.
TransUnion
Ticker / Exchange
INTU - NASDAQ
TRU - New York Stock Exchange
Market cap (USD)
$84B
$13.6B
Gross margin (TTM)
81%
52.7%
Operating margin (TTM)
27.5%
18.1%
Net margin (TTM)
21.9%
14.9%
Sector
Technology
Financials
Industry
Software - Application
Consulting Services
HQ country
US
US
Primary segment
Global Business Solutions
U.S. Markets - Financial Services
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
76 / 100
62 / 100
Moat domains
Demand, Network, Supply, Legal
Network, Demand, Legal, Supply
Last update
2026-05-26
2026-05-27

Moat coverage

Shared moat types

Data Workflow LockinBrand TrustCompliance AdvantageData Network Effects

Intuit Inc. strengths

Suite BundlingEcosystem ComplementsDistribution ControlTwo Sided Network

TransUnion strengths

Standards RegistryScope EconomiesHabit DefaultDe Facto Standard

Segment mix

Intuit Inc. segments

Full profile >

Global Business Solutions

Oligopoly

55.2%

TurboTax Consumer Tax

Oligopoly

30.1%

Credit Karma

Competitive

11.1%

ProTax

Oligopoly

3.6%

TransUnion segments

Full profile >

U.S. Markets - Financial Services

Oligopoly

36.7%

U.S. Markets - Emerging Verticals

Competitive

28.7%

U.S. Markets - Consumer Interactive

Competitive

12.5%

International

Oligopoly

22%

Want the full wide moat stocks list?

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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.