VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Thursday, January 8, 2026
Stock Comparison
Tesla, Inc. vs Union Pacific Corporation
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Tesla, Inc.
TSLA · NASDAQ
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Tesla, Inc.'s moat claims, evidence, and risks.
View TSLA analysisUnion Pacific Corporation
UNP · New York Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Union Pacific Corporation's moat claims, evidence, and risks.
View UNP analysisComparison highlights
- Moat score gap: Tesla, Inc. leads (75 / 100 vs 72 / 100 for Union Pacific Corporation).
- Segment focus: Tesla, Inc. has 3 segments (78.9% in Automotive (vehicles + software + leasing + regulatory credits)); Union Pacific Corporation has 4 segments (34.8% in Industrial).
- Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
- Moat breadth: Tesla, Inc. has 9 moat types across 3 domains; Union Pacific Corporation has 5 across 2.
Primary market context
Tesla, Inc.
Automotive (vehicles + software + leasing + regulatory credits)
Battery-electric passenger vehicles (BEV) and connected vehicle software
United States (market share datapoint); global competition
Consumers and small fleets
OEM (design, manufacture, direct-to-consumer sales)
78.9%
Union Pacific Corporation
Industrial
Rail freight transportation for industrial commodities (chemicals and plastics, metals and minerals, forest products, energy and specialized markets)
U.S. western two-thirds with interchange to other railroads; cross-border corridors to Mexico and Canada
Chemical producers, refiners, plastics manufacturers, construction and material suppliers, metals and mining, industrial shippers
Class I rail carrier / linehaul freight transport
34.8%
Side-by-side metrics
Moat coverage
Shared moat types
Tesla, Inc. strengths
Union Pacific Corporation strengths
Segment mix
Tesla, Inc. segments
Full profile >Automotive (vehicles + software + leasing + regulatory credits)
Competitive
Services and Other (Supercharging + after-sales + used vehicles + insurance)
Quasi-Monopoly
Energy Generation and Storage (Megapack + Powerwall + solar)
Oligopoly
Union Pacific Corporation segments
Full profile >Bulk
Oligopoly
Industrial
Oligopoly
Premium
Oligopoly
Other subsidiary, accessorial and other revenues
Competitive
Want the full wide moat stocks list?
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View the moat stocks listLooking for expansion-stage stocks?
Proven models entering the expansion stage with unit economics that work.
View expansion-stage stocksCuration & 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.