VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Friday, January 2, 2026

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Stock Comparison

Martin Marietta Materials, Inc. vs NVIDIA Corporation

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

Martin Marietta Materials, Inc.

MLM · NYSE

Market cap (USD)$37.9B

Gross margin (TTM)—

Operating margin (TTM)—

Net margin (TTM)—

SectorMaterials

IndustryConstruction Materials

CountryUS

Data as of2026-01-01

Moat score

78/ 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 Martin Marietta Materials, Inc.'s moat claims, evidence, and risks.

View MLM analysis

NVIDIA Corporation

NVDA · Nasdaq Stock Market

Market cap (USD)$4.6T

Gross margin (TTM)70.1%

Operating margin (TTM)58.8%

Net margin (TTM)53%

SectorTechnology

IndustrySemiconductors

CountryUS

Data as of2025-12-26

Moat score

97/ 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 NVIDIA Corporation's moat claims, evidence, and risks.

View NVDA analysis

Comparison highlights

Moat score gap: NVIDIA Corporation leads (97 / 100 vs 78 / 100 for Martin Marietta Materials, Inc.).
Segment focus: Martin Marietta Materials, Inc. has 3 segments (52.4% in East Group); NVIDIA Corporation has 5 segments (88.3% in Data Center).
Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Strong vs Strong.
Moat breadth: Martin Marietta Materials, Inc. has 4 moat types across 2 domains; NVIDIA Corporation has 7 across 3.

Primary market context

Martin Marietta Materials, Inc.

East Group

Market

Construction aggregates and asphalt products (crushed stone, sand & gravel; asphalt) in local/regional markets

Geography

United States (East/Southeast and adjacent regions)

Customer

Infrastructure agencies, construction contractors, and downstream materials producers (asphalt/ready-mix)

Role

Quarry/mining operator and building materials producer/distributor

Revenue share

52.4%

NVIDIA Corporation

Data Center

Market

Data center accelerated computing (AI GPUs, systems, and networking)

Geography

Global

Customer

Hyperscale cloud providers, enterprises, public sector (often via OEMs/ODMs and integrators)

Role

Fabless designer and platform supplier (chips, systems, software)

Revenue share

88.3%

Side-by-side metrics

Martin Marietta Materials, Inc.

NVIDIA Corporation

Ticker / Exchange

MLM - NYSE

NVDA - Nasdaq Stock Market

Market cap (USD)

$37.9B

$4.6T

Gross margin (TTM)

n/a

70.1%

Operating margin (TTM)

n/a

58.8%

Net margin (TTM)

n/a

53%

Sector

Materials

Technology

Industry

Construction Materials

Semiconductors

HQ country

Primary segment

East Group

Data Center

Market structure

Oligopoly

Quasi-Monopoly

Market share

n/a

78%-85% (estimated)

HHI estimate

n/a

Pricing power

Strong

Moat score

78 / 100

97 / 100

Moat domains

Supply, Financial

Demand, Network, Supply

Last update

2026-01-01

2025-12-26

Moat coverage

Shared moat types

No overlap yet.

Martin Marietta Materials, Inc. strengths

Physical Network DensityGeographic NaturalBenchmark Pricing PowerCapex Knowhow Scale

NVIDIA Corporation strengths

Data Workflow LockinEcosystem ComplementsCapacity MoatOperational ExcellenceDesign In QualificationSuite BundlingResidual / non-core revenue

Segment mix

Martin Marietta Materials, Inc. segments

Full profile >

East Group

Oligopoly

52.4%

West Group

Oligopoly

40.9%

Specialties (formerly Magnesia Specialties)

Oligopoly

6.7%

NVIDIA Corporation segments

Full profile >

Data Center

Quasi-Monopoly

88.3%

Gaming

Duopoly

8.7%

Professional Visualization

Oligopoly

1.4%

Automotive

Competitive

1.3%

OEM & Other

Competitive

0.3%

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.