VOL. XCIV, NO. 247

* MOAT STOCKS COMPARISON *

NO ADVICE

Friday, December 26, 2025

Stock Comparison

United Parcel Service, Inc. vs Workday, Inc.

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

United Parcel Service, Inc.

UPS · New York Stock Exchange

Market cap (USD)$86.5B
SectorIndustrials
CountryUS
Data as of2025-12-22
Moat score
72/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

Workday, Inc.

WDAY · NASDAQ

Market cap (USD)$61.2B
SectorTechnology
CountryUS
Data as of2025-12-23
Moat score
71/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

Side-by-side metrics

United Parcel Service, Inc.
Workday, Inc.
Ticker / Exchange
UPS - New York Stock Exchange
WDAY - NASDAQ
Market cap (USD)
$86.5B
$61.2B
Sector
Industrials
Technology
HQ country
US
US
Primary segment
U.S. Domestic Package
Subscription services (Workday cloud applications + platform)
Market structure
Oligopoly
Oligopoly
Market share
34.3% (reported)
n/a
HHI estimate
2,639
n/a
Pricing power
Moderate
Moderate
Moat score
72 / 100
71 / 100
Moat domains
Supply, Financial, Demand
Demand, Network
Last update
2025-12-22
2025-12-23

Moat coverage

Shared moat types

Data Workflow Lockin

United Parcel Service, Inc. strengths

Physical Network DensityScale Economies Unit CostBenchmark Pricing PowerBrand TrustService Field NetworkOperational ExcellenceScope Economies

Workday, Inc. strengths

Training Org Change CostsSuite BundlingEcosystem ComplementsWorkday implementation expertise

Segment mix

United Parcel Service, Inc. segments

Full profile >

U.S. Domestic Package

Oligopoly

66.3%

International Package

Oligopoly

19.7%

Supply Chain Solutions

Competitive

14%

Workday, Inc. segments

Full profile >

Subscription services (Workday cloud applications + platform)

Oligopoly

91.4%

Professional services (deployment, optimization, training)

Competitive

8.6%

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.