VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Old Dominion Freight Line, Inc. vs Vertiv Holdings Co

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)$46.4B
Gross margin (TTM)32.2%
Operating margin (TTM)24.8%
Net margin (TTM)18.6%
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

Vertiv Holdings Co

VRT · New York Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
IndustryElectrical Equipment & Parts
CountryUS
Data as of2026-04-25
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 Vertiv Holdings Co's moat claims, evidence, and risks.

View VRT analysis

Comparison highlights

  • Moat score gap: Vertiv Holdings Co leads (74 / 100 vs 70 / 100 for Old Dominion Freight Line, Inc.).
  • Segment focus: Old Dominion Freight Line, Inc. has 2 segments (99.1% in LTL Services); Vertiv Holdings Co has 3 segments (85% in Data center critical digital infrastructure).
  • Moat breadth: Old Dominion Freight Line, Inc. has 6 moat types across 2 domains; Vertiv Holdings Co has 6 across 3.

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%

Vertiv Holdings Co

Data center critical digital infrastructure

Market

Global data center physical infrastructure for power, thermal management, IT systems, modular infrastructure and lifecycle services

Geography

Global, with FY 2025 company revenue 62% Americas, 20% APAC and 18% EMEA

Customer

Hyperscale, cloud, neocloud, colocation and enterprise data center operators

Role

Power, cooling, integrated infrastructure, controls, racks, services and deployment partner

Revenue share

85%

Side-by-side metrics

Old Dominion Freight Line, Inc.
Vertiv Holdings Co
Ticker / Exchange
ODFL - NASDAQ
VRT - New York Stock Exchange
Market cap (USD)
$46.4B
n/a
Gross margin (TTM)
32.2%
n/a
Operating margin (TTM)
24.8%
n/a
Net margin (TTM)
18.6%
n/a
Sector
Industrials
Industrials
Industry
Trucking
Electrical Equipment & Parts
HQ country
US
US
Primary segment
LTL Services
Data center critical digital infrastructure
Market structure
Oligopoly
Oligopoly
Market share
11%-13% (implied)
16%-18% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
70 / 100
74 / 100
Moat domains
Supply, Demand
Supply, Demand, Legal
Last update
2026-01-06
2026-04-25

Moat coverage

Shared moat types

No overlap yet.

Old Dominion Freight Line, Inc. strengths

Physical Network DensityOperational ExcellenceScale Economies Unit CostBrand TrustData Workflow LockinSuite Bundling

Vertiv Holdings Co strengths

Scope EconomiesService Field NetworkDesign In QualificationCapex Knowhow ScaleSwitching Costs GeneralCompliance Advantage

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%

Vertiv Holdings Co segments

Full profile >

Data center critical digital infrastructure

Oligopoly

85%

Communications network critical infrastructure

Competitive

10%

Commercial and industrial critical infrastructure

Competitive

5%

Want the full wide moat stocks list?

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

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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.