VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Microchip Technology Incorporated vs Old Dominion Freight Line, Inc.

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

Microchip Technology Incorporated

MCHP · NASDAQ

Market cap (USD)$35.2B
Gross margin (TTM)50.1%
Operating margin (TTM)1.4%
Net margin (TTM)-4.4%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2025-12-29
Moat score
71/ 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 Microchip Technology Incorporated's moat claims, evidence, and risks.

View MCHP 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: Old Dominion Freight Line, Inc. leads (76 / 100 vs 71 / 100 for Microchip Technology Incorporated).
  • Segment focus: Microchip Technology Incorporated has 3 segments (51.1% in Mixed-signal Microcontrollers); Old Dominion Freight Line, Inc. has 2 segments (99.1% in LTL Services).
  • Moat breadth: Microchip Technology Incorporated has 6 moat types across 3 domains; Old Dominion Freight Line, Inc. has 7 across 2.

Primary market context

Microchip Technology Incorporated

Mixed-signal Microcontrollers

Market

Embedded microcontrollers & microprocessors for embedded control

Geography

Global

Customer

OEMs and distributors (embedded system designers)

Role

IDM / hybrid manufacturing semiconductor supplier

Revenue share

51.1%

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

Microchip Technology Incorporated
Old Dominion Freight Line, Inc.
Ticker / Exchange
MCHP - NASDAQ
ODFL - The Nasdaq Stock Market LLC
Market cap (USD)
$35.2B
$33.4B
Gross margin (TTM)
50.1%
n/a
Operating margin (TTM)
1.4%
n/a
Net margin (TTM)
-4.4%
n/a
Sector
Technology
Industrials
Industry
Semiconductors
Trucking
HQ country
US
US
Primary segment
Mixed-signal Microcontrollers
LTL Services
Market structure
Oligopoly
Oligopoly
Market share
6%-12% (implied)
11%-14% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
71 / 100
76 / 100
Moat domains
Demand, Supply, Legal
Supply, Demand
Last update
2025-12-29
2026-01-02

Moat coverage

Shared moat types

Operational ExcellenceSwitching Costs General

Microchip Technology Incorporated strengths

Training Org Change CostsScope EconomiesIP Choke PointDesign In Qualification

Old Dominion Freight Line, Inc. strengths

Physical Network DensityCapex Knowhow ScaleReputation ReviewsSuite BundlingProcurement Inertia

Segment mix

Microchip Technology Incorporated segments

Full profile >

Mixed-signal Microcontrollers

Oligopoly

51.1%

Analog

Oligopoly

26.3%

Other (FPGA, memory, timing systems, manufacturing services, SuperFlash licensing)

Oligopoly

22.6%

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.