VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Republic Services, Inc. vs Walmart Inc.

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

Republic Services, Inc.

RSG · New York Stock Exchange

Market cap (USD)
SectorIndustrials
CountryUS
Data as of2025-12-31
Moat score
80/ 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 Republic Services, Inc.'s moat claims, evidence, and risks.

View RSG analysis

Walmart Inc.

WMT · New York Stock Exchange

Market cap (USD)$894.3B
SectorConsumer
CountryUS
Data as of2025-12-30
Moat score
77/ 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 Walmart Inc.'s moat claims, evidence, and risks.

View WMT analysis

Comparison highlights

  • Moat score gap: Republic Services, Inc. leads (80 / 100 vs 77 / 100 for Walmart Inc.).
  • Segment focus: Republic Services, Inc. has 2 segments (88.5% in Recycling & Waste Services); Walmart Inc. has 3 segments (68.3% in Walmart U.S.).
  • Primary market structure: Competitive vs Competitive. Pricing power: Moderate vs Weak.
  • Moat breadth: Republic Services, Inc. has 7 moat types across 3 domains; Walmart Inc. has 6 across 4.

Primary market context

Republic Services, Inc.

Recycling & Waste Services

Market

Integrated non-hazardous solid waste collection, transfer, landfill disposal & recycling services

Geography

United States and Canada

Customer

Municipal, commercial, industrial

Role

Integrated hauler and disposal operator

Revenue share

88.5%

Walmart Inc.

Walmart U.S.

Market

U.S. omnichannel discount retail and grocery (supercenters, neighborhood markets, eCommerce)

Geography

United States

Customer

Consumers and small businesses; marketplace sellers and advertisers (for marketplace and retail media offerings)

Role

Retailer / marketplace operator / last-mile fulfillment network

Revenue share

68.3%

Side-by-side metrics

Republic Services, Inc.
Walmart Inc.
Ticker / Exchange
RSG - New York Stock Exchange
WMT - New York Stock Exchange
Market cap (USD)
n/a
$894.3B
Sector
Industrials
Consumer
HQ country
US
US
Primary segment
Recycling & Waste Services
Walmart U.S.
Market structure
Competitive
Competitive
Market share
12%-15% (implied)
20%-22% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
80 / 100
77 / 100
Moat domains
Legal, Supply, Demand
Supply, Demand, Network, Financial
Last update
2025-12-31
2025-12-30

Moat coverage

Shared moat types

Physical Network Density

Republic Services, Inc. strengths

Permits Rights Of WayCapacity MoatScope EconomiesLong Term ContractsCompliance AdvantageService Field Network

Walmart Inc. strengths

Scale Economies Unit CostHabit DefaultSupply Chain ControlEcosystem ComplementsFloat Prepayment

Segment mix

Republic Services, Inc. segments

Full profile >

Recycling & Waste Services

Competitive

88.5%

Environmental Solutions

Competitive

11.5%

Walmart Inc. segments

Full profile >

Walmart U.S.

Competitive

68.3%

Walmart International

Competitive

18.1%

Sam's Club U.S.

Oligopoly

13.6%

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.