VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Thursday, January 8, 2026
Stock Comparison
Visa Inc. vs Watsco, Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Visa Inc.
V · New York Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Watsco, Inc.
WSO · 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 Watsco, Inc.'s moat claims, evidence, and risks.
View WSO analysisComparison highlights
- Moat score gap: Visa Inc. leads (77 / 100 vs 72 / 100 for Watsco, Inc.).
- Segment focus: Visa Inc. has 4 segments (35.9% in Data processing revenue); Watsco, Inc. has 1 segment (100% in HVAC/R Distribution).
- Primary market structure: Oligopoly vs Competitive. Pricing power: n/a vs Moderate.
- Moat breadth: Visa Inc. has 7 moat types across 4 domains; Watsco, Inc. has 4 across 3.
Primary market context
Visa Inc.
Data processing revenue
Payment transaction processing (authorization, clearing and settlement) for VisaNet and related network access
Global
Issuers, acquirers, payment processors
Network processor / switch (authorization, clearing, settlement)
35.9%
Watsco, Inc.
HVAC/R Distribution
HVAC/R equipment, parts and supplies distribution
North America (U.S., Canada, Mexico, Puerto Rico; export to Latin America/Caribbean)
Licensed HVAC and refrigeration contractors (residential & commercial)
Wholesale distributor
100%
Side-by-side metrics
Moat coverage
Shared moat types
Visa Inc. strengths
Watsco, Inc. strengths
Segment mix
Visa Inc. segments
Full profile >Service revenue
Oligopoly
Data processing revenue
Oligopoly
International transaction revenue
Oligopoly
Other revenue
Competitive
Watsco, Inc. segments
Full profile >HVAC/R Distribution
Competitive
Want the full wide moat stocks list?
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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.