VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Friday, January 2, 2026

Stock Comparison

McDonald's Corporation vs Old Dominion Freight Line, Inc.

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

McDonald's Corporation

MCD · New York Stock Exchange

Market cap (USD)$216.1B
Gross margin (TTM)57.4%
Operating margin (TTM)46.1%
Net margin (TTM)32%
SectorConsumer
IndustryRestaurants
CountryUS
Data as of2025-12-30
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 McDonald's Corporation's moat claims, evidence, and risks.

View MCD 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: McDonald's Corporation leads (80 / 100 vs 76 / 100 for Old Dominion Freight Line, Inc.).
  • Segment focus: McDonald's Corporation has 3 segments (48.7% in International Operated Markets); Old Dominion Freight Line, Inc. has 2 segments (99.1% in LTL Services).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: McDonald's Corporation has 5 moat types across 2 domains; Old Dominion Freight Line, Inc. has 7 across 2.

Primary market context

McDonald's Corporation

International Operated Markets

Market

Quick-service restaurants and informal eating out (IEO)

Geography

International operated markets (e.g., Australia, Canada, France, Germany, Italy, Poland, Spain, U.K.)

Customer

Consumers (end customers) and franchisees (B2B system partners)

Role

Franchisor / restaurant operator

Revenue share

48.7%

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

McDonald's Corporation
Old Dominion Freight Line, Inc.
Ticker / Exchange
MCD - New York Stock Exchange
ODFL - The Nasdaq Stock Market LLC
Market cap (USD)
$216.1B
$33.4B
Gross margin (TTM)
57.4%
n/a
Operating margin (TTM)
46.1%
n/a
Net margin (TTM)
32%
n/a
Sector
Consumer
Industrials
Industry
Restaurants
Trucking
HQ country
US
US
Primary segment
International Operated Markets
LTL Services
Market structure
Competitive
Oligopoly
Market share
n/a
11%-14% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
80 / 100
76 / 100
Moat domains
Demand, Supply
Supply, Demand
Last update
2025-12-30
2026-01-02

Moat coverage

Shared moat types

Physical Network DensityOperational Excellence

McDonald's Corporation strengths

Brand TrustDistribution ControlLong Term Contracts

Old Dominion Freight Line, Inc. strengths

Capex Knowhow ScaleReputation ReviewsSwitching Costs GeneralSuite BundlingProcurement Inertia

Segment mix

McDonald's Corporation segments

Full profile >

U.S.

Competitive

41%

International Operated Markets

Competitive

48.7%

International Developmental Licensed Markets & Corporate

Competitive

10.3%

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.