VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

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

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

Moody's Corporation

MCO · New York Stock Exchange

Market cap (USD)$90B
Gross margin (TTM)67.5%
Operating margin (TTM)43.5%
Net margin (TTM)29.9%
SectorFinancials
IndustryFinancial - Data & Stock Exchanges
CountryUS
Data as of2025-12-21
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 Moody's Corporation's moat claims, evidence, and risks.

View MCO 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: Moody's Corporation leads (79 / 100 vs 76 / 100 for Old Dominion Freight Line, Inc.).
  • Segment focus: Moody's Corporation has 2 segments (53.5% in Moody's Investors Service (Credit Ratings)); Old Dominion Freight Line, Inc. has 2 segments (99.1% in LTL Services).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Moody's Corporation has 5 moat types across 4 domains; Old Dominion Freight Line, Inc. has 7 across 2.

Primary market context

Moody's Corporation

Moody's Investors Service (Credit Ratings)

Market

Credit ratings and ratings-related research

Geography

Global

Customer

Issuers, investors, regulators

Role

Credit rating agency / research provider

Revenue share

53.5%

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

Moody's Corporation
Old Dominion Freight Line, Inc.
Ticker / Exchange
MCO - New York Stock Exchange
ODFL - The Nasdaq Stock Market LLC
Market cap (USD)
$90B
$33.4B
Gross margin (TTM)
67.5%
n/a
Operating margin (TTM)
43.5%
n/a
Net margin (TTM)
29.9%
n/a
Sector
Financials
Industrials
Industry
Financial - Data & Stock Exchanges
Trucking
HQ country
US
US
Primary segment
Moody's Investors Service (Credit Ratings)
LTL Services
Market structure
Oligopoly
Oligopoly
Market share
29%-32% (estimated)
11%-14% (implied)
HHI estimate
3,568
n/a
Pricing power
Strong
Moderate
Moat score
79 / 100
76 / 100
Moat domains
Legal, Network, Demand, Supply
Supply, Demand
Last update
2025-12-21
2026-01-02

Moat coverage

Shared moat types

No overlap yet.

Moody's Corporation strengths

Regulated Standards PipeDe Facto StandardBrand TrustData Workflow LockinScope Economies

Old Dominion Freight Line, Inc. strengths

Physical Network DensityCapex Knowhow ScaleOperational ExcellenceReputation ReviewsSwitching Costs GeneralSuite BundlingProcurement Inertia

Segment mix

Moody's Corporation segments

Full profile >

Moody's Investors Service (Credit Ratings)

Oligopoly

53.5%

Moody's Analytics (Risk & Data/Software)

Competitive

46.5%

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.