VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Old Dominion Freight Line, Inc. vs SS&C Technologies Holdings, Inc.

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

Old Dominion Freight Line, Inc.

ODFL · NASDAQ

Market cap (USD)$36.2B
Gross margin (TTM)33%
Operating margin (TTM)25%
Net margin (TTM)19%
SectorIndustrials
IndustryTrucking
CountryUS
Data as of2026-01-06
Moat score
70/ 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

SS&C Technologies Holdings, Inc.

SSNC · NASDAQ

Market cap (USD)$21.2B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
CountryUS
Data as of2026-01-11
Moat score
68/ 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 SS&C Technologies Holdings, Inc.'s moat claims, evidence, and risks.

View SSNC analysis

Comparison highlights

  • Moat score gap: Old Dominion Freight Line, Inc. leads (70 / 100 vs 68 / 100 for SS&C Technologies Holdings, Inc.).
  • Segment focus: Old Dominion Freight Line, Inc. has 2 segments (99.1% in LTL Services); SS&C Technologies Holdings, Inc. has 3 segments (82.3% in Software-enabled services).
  • Moat breadth: Old Dominion Freight Line, Inc. has 6 moat types across 2 domains; SS&C Technologies Holdings, Inc. has 7 across 4.

Primary market context

Old Dominion Freight Line, Inc.

LTL Services

Market

Less-than-truckload (LTL) freight transportation

Geography

United States (primarily); broader North America via alliances

Customer

B2B shippers

Role

Asset-based carrier (pickup, linehaul, delivery)

Revenue share

99.1%

SS&C Technologies Holdings, Inc.

Software-enabled services

Market

Software-enabled outsourcing and subscription services for financial services and healthcare (fund administration, transfer agency, middle/back office BPO, managed IT)

Geography

Global

Customer

Financial services firms (asset/wealth managers, alternative managers, banks, insurers) and healthcare payers/administrators

Role

Service provider / outsourcer (SaaS + BPO)

Revenue share

82.3%

Side-by-side metrics

Old Dominion Freight Line, Inc.
SS&C Technologies Holdings, Inc.
Ticker / Exchange
ODFL - NASDAQ
SSNC - NASDAQ
Market cap (USD)
$36.2B
$21.2B
Gross margin (TTM)
33%
n/a
Operating margin (TTM)
25%
n/a
Net margin (TTM)
19%
n/a
Sector
Industrials
Technology
Industry
Trucking
n/a
HQ country
US
US
Primary segment
LTL Services
Software-enabled services
Market structure
Oligopoly
Oligopoly
Market share
11%-13% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
70 / 100
68 / 100
Moat domains
Supply, Demand
Demand, Supply, Legal, Network
Last update
2026-01-06
2026-01-11

Moat coverage

Shared moat types

Scale Economies Unit CostData Workflow LockinSuite Bundling

Old Dominion Freight Line, Inc. strengths

Physical Network DensityOperational ExcellenceBrand Trust

SS&C Technologies Holdings, Inc. strengths

Compliance AdvantageLong Term ContractsTwo Sided NetworkInteroperability Hub

Segment mix

Old Dominion Freight Line, Inc. segments

Full profile >

LTL Services

Oligopoly

99.1%

Other Services (Drayage, Brokerage, Supply Chain Consulting)

Competitive

0.9%

SS&C Technologies Holdings, Inc. segments

Full profile >

Software-enabled services

Oligopoly

82.3%

License, maintenance and related

Oligopoly

17.7%

Funds network connectivity (Calastone)

Oligopoly

n/a

Want the full wide moat stocks list?

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

View the moat stocks list

Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.