VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

LPL Financial Holdings Inc. vs Old Dominion Freight Line, Inc.

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

LPL Financial Holdings Inc.

LPLA · Nasdaq

Market cap (USD)$29B
Gross margin (TTM)24.1%
Operating margin (TTM)9.5%
Net margin (TTM)5.4%
SectorFinancials
IndustryFinancial - Capital Markets
CountryUS
Data as of2025-12-26
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 LPL Financial Holdings Inc.'s moat claims, evidence, and risks.

View LPLA 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: LPL Financial Holdings Inc. leads (79 / 100 vs 76 / 100 for Old Dominion Freight Line, Inc.).
  • Segment focus: LPL Financial Holdings Inc. has 1 segment (100% in Advisor Platform); Old Dominion Freight Line, Inc. has 2 segments (99.1% in LTL Services).
  • Moat breadth: LPL Financial Holdings Inc. has 6 moat types across 4 domains; Old Dominion Freight Line, Inc. has 7 across 2.

Primary market context

LPL Financial Holdings Inc.

Advisor Platform

Market

Advisor-mediated wealth management platform (independent broker-dealer + RIA custody/clearing)

Geography

United States

Customer

Financial advisors and financial institutions

Role

Platform / broker-dealer / custodian

Revenue share

100%

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

LPL Financial Holdings Inc.
Old Dominion Freight Line, Inc.
Ticker / Exchange
LPLA - Nasdaq
ODFL - The Nasdaq Stock Market LLC
Market cap (USD)
$29B
$33.4B
Gross margin (TTM)
24.1%
n/a
Operating margin (TTM)
9.5%
n/a
Net margin (TTM)
5.4%
n/a
Sector
Financials
Industrials
Industry
Financial - Capital Markets
Trucking
HQ country
US
US
Primary segment
Advisor Platform
LTL Services
Market structure
Oligopoly
Oligopoly
Market share
23%-25% (reported)
11%-14% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
79 / 100
76 / 100
Moat domains
Supply, Demand, Legal, Network
Supply, Demand
Last update
2025-12-26
2026-01-02

Moat coverage

Shared moat types

Suite BundlingOperational ExcellenceSwitching Costs General

LPL Financial Holdings Inc. strengths

Scale Economies Unit CostCompliance AdvantageTwo Sided Network

Old Dominion Freight Line, Inc. strengths

Physical Network DensityCapex Knowhow ScaleReputation ReviewsProcurement Inertia

Segment mix

LPL Financial Holdings Inc. segments

Full profile >

Advisor Platform

Oligopoly

100%

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.