VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

MSCI Inc. vs TransUnion

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

MSCI Inc.

MSCI · New York Stock Exchange

Market cap (USD)$40.9B
Gross margin (TTM)82.4%
Operating margin (TTM)54.7%
Net margin (TTM)38.4%
SectorFinancials
IndustryFinancial - Data & Stock Exchanges
CountryUS
Data as of2025-12-28
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 MSCI Inc.'s moat claims, evidence, and risks.

View MSCI analysis

TransUnion

TRU · New York Stock Exchange

Market cap (USD)$14.8B
Gross margin (TTM)52.8%
Operating margin (TTM)18.9%
Net margin (TTM)10%
SectorFinancials
IndustryConsulting Services
CountryUS
Data as of2025-12-23
Moat score
61/ 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 TransUnion's moat claims, evidence, and risks.

View TRU analysis

Comparison highlights

  • Moat score gap: MSCI Inc. leads (76 / 100 vs 61 / 100 for TransUnion).
  • Segment focus: MSCI Inc. has 4 segments (55.9% in Index); TransUnion has 4 segments (34.2% in U.S. Markets - Financial Services).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: MSCI Inc. has 4 moat types across 3 domains; TransUnion has 8 across 4.

Primary market context

MSCI Inc.

Index

Market

Investment indexes and index licensing

Geography

Global

Customer

Institutional investors and asset managers

Role

Index provider / benchmark administrator

Revenue share

55.9%

TransUnion

U.S. Markets - Financial Services

Market

U.S. consumer credit bureau data & risk analytics for lenders

Geography

United States

Customer

B2B (banks, lenders, fintechs, mortgage/auto originators)

Role

Consumer reporting agency & decisioning analytics provider

Revenue share

34.2%

Side-by-side metrics

MSCI Inc.
TransUnion
Ticker / Exchange
MSCI - New York Stock Exchange
TRU - New York Stock Exchange
Market cap (USD)
$40.9B
$14.8B
Gross margin (TTM)
82.4%
52.8%
Operating margin (TTM)
54.7%
18.9%
Net margin (TTM)
38.4%
10%
Sector
Financials
Financials
Industry
Financial - Data & Stock Exchanges
Consulting Services
HQ country
US
US
Primary segment
Index
U.S. Markets - Financial Services
Market structure
Oligopoly
Oligopoly
Market share
23%-27% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
76 / 100
61 / 100
Moat domains
Network, Demand, Legal
Network, Demand, Legal, Supply
Last update
2025-12-28
2025-12-23

Moat coverage

Shared moat types

De Facto StandardCompliance AdvantageData Workflow Lockin

MSCI Inc. strengths

Switching Costs General

TransUnion strengths

Standards RegistryData Network EffectsScope EconomiesBrand TrustHabit Default

Segment mix

MSCI Inc. segments

Full profile >

Index

Oligopoly

55.9%

Analytics

Oligopoly

23.6%

Sustainability and Climate

Competitive

11.4%

Private Assets

Competitive

9%

TransUnion segments

Full profile >

U.S. Markets - Financial Services

Oligopoly

34.2%

U.S. Markets - Emerging Verticals

Competitive

29%

U.S. Markets - Consumer Interactive

Competitive

14%

International

Oligopoly

22.8%

Want the full wide moat stocks list?

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Proven models entering the expansion stage with unit economics that work.

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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.