VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

ServiceNow, Inc. vs Old Dominion Freight Line, Inc.

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

ServiceNow, Inc.

NOW · New York Stock Exchange

Market cap (USD)$153.1B
Gross margin (TTM)78.1%
Operating margin (TTM)13.9%
Net margin (TTM)13.7%
SectorTechnology
IndustrySoftware - Application
CountryUS
Data as of2025-12-26
Moat score
80/ 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 ServiceNow, Inc.'s moat claims, evidence, and risks.

View NOW 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: ServiceNow, Inc. leads (80 / 100 vs 76 / 100 for Old Dominion Freight Line, Inc.).
  • Segment focus: ServiceNow, Inc. has 3 segments (85.8% in Digital workflow products (subscription)); 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: ServiceNow, Inc. has 6 moat types across 3 domains; Old Dominion Freight Line, Inc. has 7 across 2.

Primary market context

ServiceNow, Inc.

Digital workflow products (subscription)

Market

Enterprise digital workflow automation and service management platform (ITSM/ESM, employee, customer, creator workflows)

Geography

Global

Customer

Large enterprises and public sector

Role

SaaS platform

Revenue share

85.8%

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

ServiceNow, Inc.
Old Dominion Freight Line, Inc.
Ticker / Exchange
NOW - New York Stock Exchange
ODFL - The Nasdaq Stock Market LLC
Market cap (USD)
$153.1B
$33.4B
Gross margin (TTM)
78.1%
n/a
Operating margin (TTM)
13.9%
n/a
Net margin (TTM)
13.7%
n/a
Sector
Technology
Industrials
Industry
Software - Application
Trucking
HQ country
US
US
Primary segment
Digital workflow products (subscription)
LTL Services
Market structure
Oligopoly
Oligopoly
Market share
n/a
11%-14% (implied)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
80 / 100
76 / 100
Moat domains
Demand, Network, Supply
Supply, Demand
Last update
2025-12-26
2026-01-02

Moat coverage

Shared moat types

Suite Bundling

ServiceNow, Inc. strengths

Data Workflow LockinTraining Org Change CostsEcosystem ComplementsDesign In QualificationService Field Network

Old Dominion Freight Line, Inc. strengths

Physical Network DensityCapex Knowhow ScaleOperational ExcellenceReputation ReviewsSwitching Costs GeneralProcurement Inertia

Segment mix

ServiceNow, Inc. segments

Full profile >

Digital workflow products (subscription)

Oligopoly

85.8%

IT Operations Management (ITOM) products (subscription)

Competitive

11.1%

Professional services and other

Competitive

3.1%

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?

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.