VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Microsoft Corporation vs Union Pacific Corporation

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

Microsoft Corporation

MSFT · Nasdaq Global Select Market

Market cap (USD)$3.6T
SectorTechnology
CountryUS
Data as of2025-12-21
Moat score
84/ 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 Microsoft Corporation's moat claims, evidence, and risks.

View MSFT analysis

Union Pacific Corporation

UNP · New York Stock Exchange

Market cap (USD)
SectorIndustrials
CountryUS
Data as of2025-12-30
Moat score
72/ 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 Union Pacific Corporation's moat claims, evidence, and risks.

View UNP analysis

Comparison highlights

  • Moat score gap: Microsoft Corporation leads (84 / 100 vs 72 / 100 for Union Pacific Corporation).
  • Segment focus: Microsoft Corporation has 3 segments (42.9% in Productivity and Business Processes); Union Pacific Corporation has 4 segments (34.8% in Industrial).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Microsoft Corporation has 9 moat types across 4 domains; Union Pacific Corporation has 5 across 2.

Primary market context

Microsoft Corporation

Productivity and Business Processes

Market

Enterprise productivity & collaboration suites, business applications, and professional network platforms

Geography

Global

Customer

Enterprises, SMBs, consumers, recruiters/advertisers

Role

SaaS platform + professional network

Revenue share

42.9%

Union Pacific Corporation

Industrial

Market

Rail freight transportation for industrial commodities (chemicals and plastics, metals and minerals, forest products, energy and specialized markets)

Geography

U.S. western two-thirds with interchange to other railroads; cross-border corridors to Mexico and Canada

Customer

Chemical producers, refiners, plastics manufacturers, construction and material suppliers, metals and mining, industrial shippers

Role

Class I rail carrier / linehaul freight transport

Revenue share

34.8%

Side-by-side metrics

Microsoft Corporation
Union Pacific Corporation
Ticker / Exchange
MSFT - Nasdaq Global Select Market
UNP - New York Stock Exchange
Market cap (USD)
$3.6T
n/a
Sector
Technology
Industrials
HQ country
US
US
Primary segment
Productivity and Business Processes
Industrial
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
84 / 100
72 / 100
Moat domains
Demand, Network, Supply, Legal
Legal, Supply
Last update
2025-12-21
2025-12-30

Moat coverage

Shared moat types

Operational Excellence

Microsoft Corporation strengths

Suite BundlingData Workflow LockinLong Term ContractsTwo Sided NetworkCapex Knowhow ScaleEcosystem ComplementsDefault OS GatewayContent Rights Currency

Union Pacific Corporation strengths

Permits Rights Of WayPhysical Network DensityScale Economies Unit CostScope Economies

Segment mix

Microsoft Corporation segments

Full profile >

Productivity and Business Processes

Oligopoly

42.9%

Intelligent Cloud

Oligopoly

37.7%

More Personal Computing

Quasi-Monopoly

19.4%

Union Pacific Corporation segments

Full profile >

Bulk

Oligopoly

29.7%

Industrial

Oligopoly

34.8%

Premium

Oligopoly

29.5%

Other subsidiary, accessorial and other revenues

Competitive

5.9%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.