VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Texas Instruments Incorporated vs Union Pacific Corporation

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

Texas Instruments Incorporated

TXN · Nasdaq Global Select Market

Market cap (USD)$160.7B
SectorTechnology
CountryUS
Data as of2025-12-30
Moat score
66/ 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 Texas Instruments Incorporated's moat claims, evidence, and risks.

View TXN analysis

Union Pacific Corporation

UNP · New York Stock Exchange

Market cap (USD)
SectorIndustrials
CountryUS
Data as of2025-12-30
Moat score
72/ 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 Union Pacific Corporation's moat claims, evidence, and risks.

View UNP analysis

Comparison highlights

  • Moat score gap: Union Pacific Corporation leads (72 / 100 vs 66 / 100 for Texas Instruments Incorporated).
  • Segment focus: Texas Instruments Incorporated has 3 segments (77.8% in Analog); Union Pacific Corporation has 4 segments (34.8% in Industrial).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Texas Instruments Incorporated has 7 moat types across 3 domains; Union Pacific Corporation has 5 across 2.

Primary market context

Texas Instruments Incorporated

Analog

Market

Analog semiconductors (power management and signal chain ICs)

Geography

Global

Customer

Electronics OEMs/ODMs and distributors

Role

IDM semiconductor supplier

Revenue share

77.8%

Union Pacific Corporation

Industrial

Market

Rail freight transportation for industrial commodities (chemicals and plastics, metals and minerals, forest products, energy and specialized markets)

Geography

U.S. western two-thirds with interchange to other railroads; cross-border corridors to Mexico and Canada

Customer

Chemical producers, refiners, plastics manufacturers, construction and material suppliers, metals and mining, industrial shippers

Role

Class I rail carrier / linehaul freight transport

Revenue share

34.8%

Side-by-side metrics

Texas Instruments Incorporated
Union Pacific Corporation
Ticker / Exchange
TXN - Nasdaq Global Select Market
UNP - New York Stock Exchange
Market cap (USD)
$160.7B
n/a
Sector
Technology
Industrials
HQ country
US
US
Primary segment
Analog
Industrial
Market structure
Competitive
Oligopoly
Market share
12%-16% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
66 / 100
72 / 100
Moat domains
Supply, Demand, Legal
Legal, Supply
Last update
2025-12-30
2025-12-30

Moat coverage

Shared moat types

Scale Economies Unit CostScope Economies

Texas Instruments Incorporated strengths

Supply Chain ControlDistribution ControlTraining Org Change CostsIP Choke PointHabit Default

Union Pacific Corporation strengths

Permits Rights Of WayPhysical Network DensityOperational Excellence

Segment mix

Texas Instruments Incorporated segments

Full profile >

Analog

Competitive

77.8%

Embedded Processing

Competitive

16.2%

Other

Competitive

6.1%

Union Pacific Corporation segments

Full profile >

Bulk

Oligopoly

29.7%

Industrial

Oligopoly

34.8%

Premium

Oligopoly

29.5%

Other subsidiary, accessorial and other revenues

Competitive

5.9%

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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.