VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

TransUnion vs Vulcan Materials Company

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

TransUnion

TRU · New York Stock Exchange

Market cap (USD)$16.6B
Gross margin (TTM)52.8%
Operating margin (TTM)18.7%
Net margin (TTM)9.5%
SectorFinancials
IndustryConsulting Services
CountryUS
Data as of2025-12-23
Moat score
61/ 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 TransUnion's moat claims, evidence, and risks.

View TRU analysis

Vulcan Materials Company

VMC · New York Stock Exchange

Market cap (USD)$38.3B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorMaterials
IndustryConstruction Materials
CountryUS
Data as of2026-01-01
Moat score
73/ 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 Vulcan Materials Company's moat claims, evidence, and risks.

View VMC analysis

Comparison highlights

  • Moat score gap: Vulcan Materials Company leads (73 / 100 vs 61 / 100 for TransUnion).
  • Segment focus: TransUnion has 4 segments (34.2% in U.S. Markets - Financial Services); Vulcan Materials Company has 3 segments (74.4% in Aggregates).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: TransUnion has 8 moat types across 4 domains; Vulcan Materials Company has 5 across 2.

Primary market context

TransUnion

U.S. Markets - Financial Services

Market

U.S. consumer credit bureau data & risk analytics for lenders

Geography

United States

Customer

B2B (banks, lenders, fintechs, mortgage/auto originators)

Role

Consumer reporting agency & decisioning analytics provider

Revenue share

34.2%

Vulcan Materials Company

Aggregates

Market

Construction aggregates (crushed stone, sand & gravel)

Geography

United States (local/regional markets)

Customer

Construction contractors and public infrastructure agencies

Role

Upstream raw materials producer

Revenue share

74.4%

Side-by-side metrics

TransUnion
Vulcan Materials Company
Ticker / Exchange
TRU - New York Stock Exchange
VMC - New York Stock Exchange
Market cap (USD)
$16.6B
$38.3B
Gross margin (TTM)
52.8%
n/a
Operating margin (TTM)
18.7%
n/a
Net margin (TTM)
9.5%
n/a
Sector
Financials
Materials
Industry
Consulting Services
Construction Materials
HQ country
US
US
Primary segment
U.S. Markets - Financial Services
Aggregates
Market structure
Oligopoly
Oligopoly
Market share
n/a
8%-11% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
61 / 100
73 / 100
Moat domains
Network, Demand, Legal, Supply
Legal, Supply
Last update
2025-12-23
2026-01-01

Moat coverage

Shared moat types

No overlap yet.

TransUnion strengths

Standards RegistryData Network EffectsData Workflow LockinCompliance AdvantageScope EconomiesBrand TrustHabit DefaultDe Facto Standard

Vulcan Materials Company strengths

Permits Rights Of WayGeographic NaturalPhysical Network DensityScale Economies Unit CostSupply Chain Control

Segment mix

TransUnion segments

Full profile >

U.S. Markets - Financial Services

Oligopoly

34.2%

U.S. Markets - Emerging Verticals

Competitive

29%

U.S. Markets - Consumer Interactive

Competitive

14%

International

Oligopoly

22.8%

Vulcan Materials Company segments

Full profile >

Aggregates

Oligopoly

74.4%

Asphalt

Competitive

16.8%

Concrete

Competitive

8.8%

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

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.