VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 10, 2026

Stock Comparison

Lowe's Companies, Inc. vs Republic Services, Inc.

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

Lowe's Companies, Inc.

LOW · New York Stock Exchange

Market cap (USD)$149.9B
Gross margin (TTM)31.4%
Operating margin (TTM)12.1%
Net margin (TTM)8.1%
SectorConsumer
IndustryHome Improvement
CountryUS
Data as of2026-01-06
Moat score
48/ 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 Lowe's Companies, Inc.'s moat claims, evidence, and risks.

View LOW analysis

Republic Services, Inc.

RSG · New York Stock Exchange

Market cap (USD)$66.4B
Gross margin (TTM)30.6%
Operating margin (TTM)20.1%
Net margin (TTM)12.8%
SectorIndustrials
IndustryWaste Management
CountryUS
Data as of2025-12-31
Moat score
80/ 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 Republic Services, Inc.'s moat claims, evidence, and risks.

View RSG analysis

Comparison highlights

  • Moat score gap: Republic Services, Inc. leads (80 / 100 vs 48 / 100 for Lowe's Companies, Inc.).
  • Segment focus: Lowe's Companies, Inc. has 1 segment (100% in Home Improvement Operations (Omnichannel)); Republic Services, Inc. has 2 segments (88.5% in Recycling & Waste Services).
  • Primary market structure: Competitive vs Competitive. Pricing power: Weak vs Moderate.
  • Moat breadth: Lowe's Companies, Inc. has 5 moat types across 2 domains; Republic Services, Inc. has 7 across 3.

Primary market context

Lowe's Companies, Inc.

Home Improvement Operations (Omnichannel)

Market

U.S. home improvement retail and related services (DIY and Pro; omnichannel)

Geography

United States

Customer

DIY consumers and small-to-medium professional contractors

Role

Omnichannel retailer and distributor

Revenue share

100%

Republic Services, Inc.

Recycling & Waste Services

Market

Integrated non-hazardous solid waste collection, transfer, landfill disposal & recycling services

Geography

United States and Canada

Customer

Municipal, commercial, industrial

Role

Integrated hauler and disposal operator

Revenue share

88.5%

Side-by-side metrics

Lowe's Companies, Inc.
Republic Services, Inc.
Ticker / Exchange
LOW - New York Stock Exchange
RSG - New York Stock Exchange
Market cap (USD)
$149.9B
$66.4B
Gross margin (TTM)
31.4%
30.6%
Operating margin (TTM)
12.1%
20.1%
Net margin (TTM)
8.1%
12.8%
Sector
Consumer
Industrials
Industry
Home Improvement
Waste Management
HQ country
US
US
Primary segment
Home Improvement Operations (Omnichannel)
Recycling & Waste Services
Market structure
Competitive
Competitive
Market share
n/a
12%-15% (implied)
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
48 / 100
80 / 100
Moat domains
Supply, Demand
Legal, Supply, Demand
Last update
2026-01-06
2025-12-31

Moat coverage

Shared moat types

Physical Network DensityScope Economies

Lowe's Companies, Inc. strengths

Supply Chain ControlOperational ExcellenceHabit Default

Republic Services, Inc. strengths

Permits Rights Of WayCapacity MoatLong Term ContractsCompliance AdvantageService Field Network

Segment mix

Lowe's Companies, Inc. segments

Full profile >

Home Improvement Operations (Omnichannel)

Competitive

100%

Republic Services, Inc. segments

Full profile >

Recycling & Waste Services

Competitive

88.5%

Environmental Solutions

Competitive

11.5%

Want the full wide moat stocks list?

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Proven models entering the expansion stage with unit economics that work.

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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.