VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Old Dominion Freight Line, Inc. vs The Charles Schwab Corporation

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

The Charles Schwab Corporation

SCHW · New York Stock Exchange

Market cap (USD)$183.6B
Gross margin (TTM)84.4%
Operating margin (TTM)39%
Net margin (TTM)30.3%
SectorFinancials
IndustryFinancial - Capital Markets
CountryUS
Data as of2025-12-26
Moat score
74/ 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 The Charles Schwab Corporation's moat claims, evidence, and risks.

View SCHW analysis

Comparison highlights

  • Moat score gap: Old Dominion Freight Line, Inc. leads (76 / 100 vs 74 / 100 for The Charles Schwab Corporation).
  • Segment focus: Old Dominion Freight Line, Inc. has 2 segments (99.1% in LTL Services); The Charles Schwab Corporation has 2 segments (79.4% in Investor Services).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Weak.
  • Moat breadth: Old Dominion Freight Line, Inc. has 7 moat types across 2 domains; The Charles Schwab Corporation has 7 across 4.

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%

The Charles Schwab Corporation

Investor Services

Market

U.S. retail brokerage, self-directed investing, and wealth management platforms

Geography

United States

Customer

Retail investors, employers, retirement plan sponsors

Role

Broker-dealer + bank + wealth manager platform

Revenue share

79.4%

Side-by-side metrics

Old Dominion Freight Line, Inc.
The Charles Schwab Corporation
Ticker / Exchange
ODFL - The Nasdaq Stock Market LLC
SCHW - New York Stock Exchange
Market cap (USD)
$33.4B
$183.6B
Gross margin (TTM)
n/a
84.4%
Operating margin (TTM)
n/a
39%
Net margin (TTM)
n/a
30.3%
Sector
Industrials
Financials
Industry
Trucking
Financial - Capital Markets
HQ country
US
US
Primary segment
LTL Services
Investor Services
Market structure
Oligopoly
Oligopoly
Market share
11%-14% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
76 / 100
74 / 100
Moat domains
Supply, Demand
Supply, Demand, Financial, Network
Last update
2026-01-02
2025-12-26

Moat coverage

Shared moat types

Suite Bundling

Old Dominion Freight Line, Inc. strengths

Physical Network DensityCapex Knowhow ScaleOperational ExcellenceReputation ReviewsSwitching Costs GeneralProcurement Inertia

The Charles Schwab Corporation strengths

Scale Economies Unit CostBrand TrustFloat PrepaymentData Workflow LockinEcosystem ComplementsService 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%

The Charles Schwab Corporation segments

Full profile >

Investor Services

Oligopoly

79.4%

Advisor Services

Oligopoly

20.6%

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.