VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Saturday, January 10, 2026

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Stock Comparison

Alibaba Group Holding Limited vs Trimble Inc.

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

Alibaba Group Holding Limited

9988.HK · The Stock Exchange of Hong Kong Limited

Market cap (USD)$2.7T

Gross margin (TTM)41.2%

Operating margin (TTM)10.9%

Net margin (TTM)12.2%

SectorConsumer

IndustrySpecialty Retail

CountryKY

Data as of2025-12-29

Moat score

56/ 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 Alibaba Group Holding Limited's moat claims, evidence, and risks.

View 9988.HK analysis

Trimble Inc.

TRMB · Nasdaq Global Select Market

Market cap (USD)—

Gross margin (TTM)—

Operating margin (TTM)—

Net margin (TTM)—

SectorTechnology

Industry—

CountryUS

Data as of2026-01-09

Moat score

67/ 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 Trimble Inc.'s moat claims, evidence, and risks.

View TRMB analysis

Comparison highlights

Moat score gap: Trimble Inc. leads (67 / 100 vs 56 / 100 for Alibaba Group Holding Limited).
Segment focus: Alibaba Group Holding Limited has 7 segments (41% in Taobao and Tmall Group); Trimble Inc. has 3 segments (41.7% in Field Systems).
Moat breadth: Alibaba Group Holding Limited has 6 moat types across 3 domains; Trimble Inc. has 7 across 3.

Primary market context

Alibaba Group Holding Limited

Taobao and Tmall Group

Market

China online retail marketplaces & merchant services (Taobao, Tmall, 1688)

Geography

China

Customer

Consumers and merchants/brands

Role

Marketplace + advertising/merchant services

Revenue share

41%

Trimble Inc.

Field Systems

Market

High-precision positioning & field solutions (geospatial, construction machine control, positioning/correction services)

Geography

Global

Customer

Surveyors, mapping professionals, civil construction contractors, governments, utilities

Role

Field hardware + software + subscription positioning services

Revenue share

41.7%

Side-by-side metrics

Alibaba Group Holding Limited

Trimble Inc.

Ticker / Exchange

9988.HK - The Stock Exchange of Hong Kong Limited

TRMB - Nasdaq Global Select Market

Market cap (USD)

$2.7T

n/a

Gross margin (TTM)

41.2%

n/a

Operating margin (TTM)

10.9%

n/a

Net margin (TTM)

12.2%

n/a

Sector

Consumer

Technology

Industry

Specialty Retail

n/a

HQ country

Primary segment

Taobao and Tmall Group

Field Systems

Market structure

Oligopoly

Market share

n/a

HHI estimate

n/a

Pricing power

Moderate

Moat score

56 / 100

67 / 100

Moat domains

Network, Supply, Demand

Demand, Network, Supply

Last update

2025-12-29

2026-01-09

Moat coverage

Shared moat types

Two Sided NetworkEcosystem Complements

Alibaba Group Holding Limited strengths

Capex Knowhow ScaleSwitching Costs GeneralSupply Chain ControlBrand Trust

Trimble Inc. strengths

Data Workflow LockinInstalled Base ConsumablesDesign In QualificationDistribution ControlData Network Effects

Segment mix

Alibaba Group Holding Limited segments

Full profile >

Taobao and Tmall Group

Oligopoly

41%

Alibaba International Digital Commerce Group

Competitive

12.1%

Cloud Intelligence Group (Alibaba Cloud)

Oligopoly

10.8%

Cainiao Smart Logistics Network Limited

Competitive

9.2%

Local Services Group

Oligopoly

6.1%

Digital Media and Entertainment Group

Competitive

All Others

Competitive

18.8%

Trimble Inc. segments

Full profile >

Architects, Engineers, Construction and Owners

Competitive

36.9%

Field Systems

Oligopoly

41.7%

Transportation and Logistics

Competitive

21.4%

Want the full wide moat stocks list?

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

View the moat stocks list

Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.