VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Wide Moat StocksExpansion-Stage Stocks Home My Collections

Stock Comparison

KKR & Co. Inc. vs TransUnion

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

KKR & Co. Inc.

KKR · New York Stock Exchange

Market cap (USD)$119.9B
Gross margin (TTM)19.5%
Operating margin (TTM)2.6%
Net margin (TTM)14.1%
SectorFinancials
IndustryAsset Management
CountryUS
Data as of2026-01-06
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 KKR & Co. Inc.'s moat claims, evidence, and risks.

View KKR analysis

TransUnion

TRU · New York Stock Exchange

Market cap (USD)$16.9B
Gross margin (TTM)52.8%
Operating margin (TTM)18.7%
Net margin (TTM)9.5%
SectorFinancials
IndustryConsulting Services
CountryUS
Data as of2025-12-23
Moat score
61/ 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: KKR & Co. Inc. leads (67 / 100 vs 61 / 100 for TransUnion).
  • Segment focus: KKR & Co. Inc. has 3 segments (52.3% in Asset Management); TransUnion has 4 segments (34.2% in U.S. Markets - Financial Services).
  • Moat breadth: KKR & Co. Inc. has 7 moat types across 4 domains; TransUnion has 8 across 4.

Primary market context

KKR & Co. Inc.

Asset Management

Market

Alternative asset management (private equity, private credit, real assets, and related strategies)

Geography

Global

Customer

Institutional and wealth investors (LPs) allocating to private markets

Role

General partner / investment manager

Revenue share

52.3%

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

34.2%

Side-by-side metrics

KKR & Co. Inc.
TransUnion
Ticker / Exchange
KKR - New York Stock Exchange
TRU - New York Stock Exchange
Market cap (USD)
$119.9B
$16.9B
Gross margin (TTM)
19.5%
52.8%
Operating margin (TTM)
2.6%
18.7%
Net margin (TTM)
14.1%
9.5%
Sector
Financials
Financials
Industry
Asset Management
Consulting Services
HQ country
US
US
Primary segment
Asset Management
U.S. Markets - Financial Services
Market structure
Oligopoly
Oligopoly
Market share
3.5%-5% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
67 / 100
61 / 100
Moat domains
Demand, Supply, Financial, Legal
Network, Demand, Legal, Supply
Last update
2026-01-06
2025-12-23

Moat coverage

Shared moat types

Brand TrustCompliance Advantage

KKR & Co. Inc. strengths

Long Term ContractsScale Economies Unit CostDeal sourcing and origination relationshipsFloat PrepaymentCapital markets and exit execution capability

TransUnion strengths

Standards RegistryData Network EffectsData Workflow LockinScope EconomiesHabit DefaultDe Facto Standard

Segment mix

KKR & Co. Inc. segments

Full profile >

Asset Management

Oligopoly

52.3%

Insurance

Competitive

46.5%

Strategic Holdings

Competitive

1.2%

TransUnion segments

Full profile >

U.S. Markets - Financial Services

Oligopoly

34.2%

U.S. Markets - Emerging Verticals

Competitive

29%

U.S. Markets - Consumer Interactive

Competitive

14%

International

Oligopoly

22.8%

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.