VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Old Dominion Freight Line, Inc. vs Thermo Fisher Scientific 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

Thermo Fisher Scientific Inc.

TMO · New York Stock Exchange

Market cap (USD)$224.1B
Gross margin (TTM)39.8%
Operating margin (TTM)18.2%
Net margin (TTM)15%
SectorHealthcare
IndustryMedical - Diagnostics & Research
CountryUS
Data as of2025-12-22
Moat score
64/ 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 Thermo Fisher Scientific Inc.'s moat claims, evidence, and risks.

View TMO analysis

Comparison highlights

  • Moat score gap: Old Dominion Freight Line, Inc. leads (76 / 100 vs 64 / 100 for Thermo Fisher Scientific Inc.).
  • Segment focus: Old Dominion Freight Line, Inc. has 2 segments (99.1% in LTL Services); Thermo Fisher Scientific Inc. has 4 segments (53.6% in Laboratory Products and Biopharma 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; Thermo Fisher Scientific Inc. has 8 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%

Thermo Fisher Scientific Inc.

Laboratory Products and Biopharma Services

Market

Laboratory supplies distribution/market channel plus outsourced biopharma services (CDMO/CRO)

Geography

Global

Customer

Pharma & biotech; academic/government labs; industrial and clinical laboratories

Role

Distributor/market channel and outsourced services provider

Revenue share

53.6%

Side-by-side metrics

Old Dominion Freight Line, Inc.
Thermo Fisher Scientific Inc.
Ticker / Exchange
ODFL - The Nasdaq Stock Market LLC
TMO - New York Stock Exchange
Market cap (USD)
$33.4B
$224.1B
Gross margin (TTM)
n/a
39.8%
Operating margin (TTM)
n/a
18.2%
Net margin (TTM)
n/a
15%
Sector
Industrials
Healthcare
Industry
Trucking
Medical - Diagnostics & Research
HQ country
US
US
Primary segment
LTL Services
Laboratory Products and Biopharma Services
Market structure
Oligopoly
Competitive
Market share
11%-14% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
76 / 100
64 / 100
Moat domains
Supply, Demand
Demand, Supply, Legal
Last update
2026-01-02
2025-12-22

Moat coverage

Shared moat types

Procurement Inertia

Old Dominion Freight Line, Inc. strengths

Physical Network DensityCapex Knowhow ScaleOperational ExcellenceReputation ReviewsSwitching Costs GeneralSuite Bundling

Thermo Fisher Scientific Inc. strengths

Installed Base ConsumablesFormat Lock InBrand TrustService Field NetworkRegulated Standards PipeDistribution ControlCapacity Moat

Segment mix

Old Dominion Freight Line, Inc. segments

Full profile >

LTL Services

Oligopoly

99.1%

Other Services (Value-added logistics)

Competitive

0.9%

Thermo Fisher Scientific Inc. segments

Full profile >

Life Sciences Solutions

Oligopoly

19%

Analytical Instruments

Oligopoly

17%

Specialty Diagnostics

Oligopoly

10.4%

Laboratory Products and Biopharma Services

Competitive

53.6%

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.