VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Pool Corporation vs WiseTech Global Limited

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

Pool Corporation

POOL · NASDAQ

Market cap (USD)$8.8B
Gross margin (TTM)29.6%
Operating margin (TTM)11.1%
Net margin (TTM)7.8%
SectorIndustrials
IndustryIndustrial - Distribution
CountryUS
Data as of2026-01-06
Moat score
56/ 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 Pool Corporation's moat claims, evidence, and risks.

View POOL analysis

WiseTech Global Limited

WTC · ASX

Market cap (USD)$21.7B
Gross margin (TTM)83.6%
Operating margin (TTM)37.2%
Net margin (TTM)25.6%
SectorTechnology
IndustrySoftware - Application
CountryAU
Data as of2025-12-29
Moat score
86/ 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 WiseTech Global Limited's moat claims, evidence, and risks.

View WTC analysis

Comparison highlights

  • Moat score gap: WiseTech Global Limited leads (86 / 100 vs 56 / 100 for Pool Corporation).
  • Segment focus: Pool Corporation has 1 segment (100% in Wholesale distribution (pool, irrigation, outdoor living)); WiseTech Global Limited has 3 segments (87.6% in CargoWise).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Weak vs Strong.
  • Moat breadth: Pool Corporation has 5 moat types across 2 domains; WiseTech Global Limited has 6 across 2.

Primary market context

Pool Corporation

Wholesale distribution (pool, irrigation, outdoor living)

Market

Wholesale distribution of swimming pool, irrigation/landscape, and related outdoor living products

Geography

North America (majority), with operations in Europe and Australia

Customer

Pool builders/remodelers, pool service/repair professionals, specialty pool retailers, irrigation/landscape contractors, commercial pool operators

Role

Distributor / wholesaler

Revenue share

100%

WiseTech Global Limited

CargoWise

Market

Enterprise logistics execution software for freight forwarders, customs brokers and 3PLs (CargoWise platform)

Geography

Global

Customer

Logistics service providers (freight forwarders, customs brokers, 3PLs)

Role

SaaS software platform vendor

Revenue share

87.6%

Side-by-side metrics

Pool Corporation
WiseTech Global Limited
Ticker / Exchange
POOL - NASDAQ
WTC - ASX
Market cap (USD)
$8.8B
$21.7B
Gross margin (TTM)
29.6%
83.6%
Operating margin (TTM)
11.1%
37.2%
Net margin (TTM)
7.8%
25.6%
Sector
Industrials
Technology
Industry
Industrial - Distribution
Software - Application
HQ country
US
AU
Primary segment
Wholesale distribution (pool, irrigation, outdoor living)
CargoWise
Market structure
Competitive
Oligopoly
Market share
n/a
96% (reported)
HHI estimate
n/a
n/a
Pricing power
Weak
Strong
Moat score
56 / 100
86 / 100
Moat domains
Supply, Demand
Demand, Network
Last update
2026-01-06
2025-12-29

Moat coverage

Shared moat types

Data Workflow Lockin

Pool Corporation strengths

Physical Network DensityScale Economies Unit CostScope EconomiesProcurement Inertia

WiseTech Global Limited strengths

Ecosystem ComplementsSuite BundlingLegacy installed-base tailTwo Sided NetworkData Network Effects

Segment mix

Pool Corporation segments

Full profile >

Wholesale distribution (pool, irrigation, outdoor living)

Competitive

100%

WiseTech Global Limited segments

Full profile >

CargoWise

Oligopoly

87.6%

Non-CargoWise acquired platforms (legacy)

Competitive

12.4%

e2open (multi-enterprise supply chain applications & network; acquired)

Oligopoly

n/a

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.