VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

The Coca-Cola Company vs Old Dominion Freight Line, Inc.

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

The Coca-Cola Company

KO · New York Stock Exchange

Market cap (USD)$298.4B
Gross margin (TTM)61.6%
Operating margin (TTM)30.7%
Net margin (TTM)27.3%
SectorConsumer
IndustryBeverages - Non-Alcoholic
CountryUS
Data as of2025-12-30
Moat score
79/ 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 Coca-Cola Company's moat claims, evidence, and risks.

View KO analysis

Old Dominion Freight Line, Inc.

ODFL · The Nasdaq Stock Market LLC

Market cap (USD)$33.4B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
IndustryTrucking
CountryUS
Data as of2026-01-02
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 Old Dominion Freight Line, Inc.'s moat claims, evidence, and risks.

View ODFL analysis

Comparison highlights

  • Moat score gap: The Coca-Cola Company leads (79 / 100 vs 76 / 100 for Old Dominion Freight Line, Inc.).
  • Segment focus: The Coca-Cola Company has 6 segments (39.6% in North America); Old Dominion Freight Line, Inc. has 2 segments (99.1% in LTL Services).
  • Moat breadth: The Coca-Cola Company has 7 moat types across 3 domains; Old Dominion Freight Line, Inc. has 7 across 2.

Primary market context

The Coca-Cola Company

North America

Market

Nonalcoholic ready-to-drink beverages

Geography

North America (primarily United States and Canada)

Customer

Retailers, foodservice, and consumers

Role

Brand owner and concentrate/syrup producer; system marketing leadership

Revenue share

39.6%

Old Dominion Freight Line, Inc.

LTL Services

Market

North American less-than-truckload (LTL) freight transportation

Geography

North America (primarily United States)

Customer

B2B shippers

Role

Asset-based LTL carrier (terminal network + pickup & delivery + linehaul)

Revenue share

99.1%

Side-by-side metrics

The Coca-Cola Company
Old Dominion Freight Line, Inc.
Ticker / Exchange
KO - New York Stock Exchange
ODFL - The Nasdaq Stock Market LLC
Market cap (USD)
$298.4B
$33.4B
Gross margin (TTM)
61.6%
n/a
Operating margin (TTM)
30.7%
n/a
Net margin (TTM)
27.3%
n/a
Sector
Consumer
Industrials
Industry
Beverages - Non-Alcoholic
Trucking
HQ country
US
US
Primary segment
North America
LTL Services
Market structure
Oligopoly
Oligopoly
Market share
n/a
11%-14% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
79 / 100
76 / 100
Moat domains
Demand, Supply, Legal
Supply, Demand
Last update
2025-12-30
2026-01-02

Moat coverage

Shared moat types

Operational Excellence

The Coca-Cola Company strengths

Brand TrustDistribution ControlLong Term ContractsScope EconomiesIP Choke PointService Field Network

Old Dominion Freight Line, Inc. strengths

Physical Network DensityCapex Knowhow ScaleReputation ReviewsSwitching Costs GeneralSuite BundlingProcurement Inertia

Segment mix

The Coca-Cola Company segments

Full profile >

Europe, Middle East & Africa

Oligopoly

15.8%

Latin America

Oligopoly

13.7%

North America

Oligopoly

39.6%

Asia Pacific

Oligopoly

10.8%

Global Ventures

Competitive

6.6%

Bottling Investments

Competitive

13.2%

Old Dominion Freight Line, Inc. segments

Full profile >

LTL Services

Oligopoly

99.1%

Other Services (Value-added logistics)

Competitive

0.9%

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.