VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Nordson Corporation vs Old Dominion Freight Line, Inc.

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

Nordson Corporation

NDSN · NASDAQ

Market cap (USD)$13.5B
Gross margin (TTM)55.2%
Operating margin (TTM)25.5%
Net margin (TTM)17.4%
SectorIndustrials
IndustryIndustrial - Machinery
CountryUS
Data as of2025-12-29
Moat score
67/ 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 Nordson Corporation's moat claims, evidence, and risks.

View NDSN 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 67 / 100 for Nordson Corporation).
  • Segment focus: Nordson Corporation has 3 segments (47.7% in Industrial Precision Solutions); Old Dominion Freight Line, Inc. has 2 segments (99.1% in LTL Services).
  • Moat breadth: Nordson Corporation has 6 moat types across 2 domains; Old Dominion Freight Line, Inc. has 7 across 2.

Primary market context

Nordson Corporation

Industrial Precision Solutions

Market

Industrial precision dispensing, coating, and material-processing equipment (adhesives, coatings, sealants, polymers)

Geography

Global

Customer

Manufacturers and converters (packaging, nonwovens/hygiene, automotive, industrial, agriculture)

Role

Capital equipment OEM / process-solution provider

Revenue share

47.7%

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

Nordson Corporation
Old Dominion Freight Line, Inc.
Ticker / Exchange
NDSN - NASDAQ
ODFL - The Nasdaq Stock Market LLC
Market cap (USD)
$13.5B
$33.4B
Gross margin (TTM)
55.2%
n/a
Operating margin (TTM)
25.5%
n/a
Net margin (TTM)
17.4%
n/a
Sector
Industrials
Industrials
Industry
Industrial - Machinery
Trucking
HQ country
US
US
Primary segment
Industrial Precision Solutions
LTL Services
Market structure
Oligopoly
Oligopoly
Market share
n/a
11%-14% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
67 / 100
76 / 100
Moat domains
Supply, Demand
Supply, Demand
Last update
2025-12-29
2026-01-02

Moat coverage

Shared moat types

Capex Knowhow ScaleSwitching Costs General

Nordson Corporation strengths

Service Field NetworkInstalled Base ConsumablesDesign In QualificationData Workflow Lockin

Old Dominion Freight Line, Inc. strengths

Physical Network DensityOperational ExcellenceReputation ReviewsSuite BundlingProcurement Inertia

Segment mix

Nordson Corporation segments

Full profile >

Industrial Precision Solutions

Oligopoly

47.7%

Medical and Fluid Solutions

Competitive

29.9%

Advanced Technology Solutions

Oligopoly

22.4%

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.