VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

United Parcel Service, Inc. vs Walmart 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.

Full stock profile

Dive deeper into United Parcel Service, Inc.'s moat claims, evidence, and risks.

View UPS 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: Walmart Inc. leads (77 / 100 vs 72 / 100 for United Parcel Service, Inc.).
  • Segment focus: United Parcel Service, Inc. has 3 segments (66.3% in U.S. Domestic Package); Walmart Inc. has 3 segments (68.3% in Walmart U.S.).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Weak.
  • Moat breadth: United Parcel Service, Inc. has 8 moat types across 3 domains; Walmart Inc. has 6 across 4.

Primary market context

United Parcel Service, Inc.

U.S. Domestic Package

Market

U.S. small parcel and time-definite package delivery

Geography

United States

Customer

B2B and B2C shippers (including e-commerce)

Role

Integrated parcel carrier (pickup, sort, linehaul, last-mile)

Revenue share

66.3%

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

United Parcel Service, Inc.
Walmart Inc.
Ticker / Exchange
UPS - New York Stock Exchange
WMT - New York Stock Exchange
Market cap (USD)
$86.5B
$894.3B
Sector
Industrials
Consumer
HQ country
US
US
Primary segment
U.S. Domestic Package
Walmart U.S.
Market structure
Oligopoly
Competitive
Market share
34.3% (reported)
20%-22% (reported)
HHI estimate
2,639
n/a
Pricing power
Moderate
Weak
Moat score
72 / 100
77 / 100
Moat domains
Supply, Financial, Demand
Supply, Demand, Network, Financial
Last update
2025-12-22
2025-12-30

Moat coverage

Shared moat types

Physical Network DensityScale Economies Unit Cost

United Parcel Service, Inc. strengths

Benchmark Pricing PowerData Workflow LockinBrand TrustService Field NetworkOperational ExcellenceScope Economies

Walmart Inc. strengths

Habit DefaultSupply Chain ControlEcosystem ComplementsFloat Prepayment

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%

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?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.