VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Old Dominion Freight Line, Inc. vs Republic Services, Inc.

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

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

Republic Services, Inc.

RSG · New York Stock Exchange

Market cap (USD)$65.9B
Gross margin (TTM)30.6%
Operating margin (TTM)20.1%
Net margin (TTM)12.8%
SectorIndustrials
IndustryWaste Management
CountryUS
Data as of2025-12-31
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 Republic Services, Inc.'s moat claims, evidence, and risks.

View RSG analysis

Comparison highlights

  • Moat score gap: Republic Services, Inc. leads (80 / 100 vs 76 / 100 for Old Dominion Freight Line, Inc.).
  • Segment focus: Old Dominion Freight Line, Inc. has 2 segments (99.1% in LTL Services); Republic Services, Inc. has 2 segments (88.5% in Recycling & Waste Services).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Old Dominion Freight Line, Inc. has 7 moat types across 2 domains; Republic Services, Inc. has 7 across 3.

Primary market context

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%

Republic Services, Inc.

Recycling & Waste Services

Market

Integrated non-hazardous solid waste collection, transfer, landfill disposal & recycling services

Geography

United States and Canada

Customer

Municipal, commercial, industrial

Role

Integrated hauler and disposal operator

Revenue share

88.5%

Side-by-side metrics

Old Dominion Freight Line, Inc.
Republic Services, Inc.
Ticker / Exchange
ODFL - The Nasdaq Stock Market LLC
RSG - New York Stock Exchange
Market cap (USD)
$33.4B
$65.9B
Gross margin (TTM)
n/a
30.6%
Operating margin (TTM)
n/a
20.1%
Net margin (TTM)
n/a
12.8%
Sector
Industrials
Industrials
Industry
Trucking
Waste Management
HQ country
US
US
Primary segment
LTL Services
Recycling & Waste Services
Market structure
Oligopoly
Competitive
Market share
11%-14% (implied)
12%-15% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
76 / 100
80 / 100
Moat domains
Supply, Demand
Legal, Supply, Demand
Last update
2026-01-02
2025-12-31

Moat coverage

Shared moat types

Physical Network Density

Old Dominion Freight Line, Inc. strengths

Capex Knowhow ScaleOperational ExcellenceReputation ReviewsSwitching Costs GeneralSuite BundlingProcurement Inertia

Republic Services, Inc. strengths

Permits Rights Of WayCapacity MoatScope EconomiesLong Term ContractsCompliance AdvantageService Field Network

Segment mix

Old Dominion Freight Line, Inc. segments

Full profile >

LTL Services

Oligopoly

99.1%

Other Services (Value-added logistics)

Competitive

0.9%

Republic Services, Inc. segments

Full profile >

Recycling & Waste Services

Competitive

88.5%

Environmental Solutions

Competitive

11.5%

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.