VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Ambev S.A. vs PACCAR Inc

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

Ambev S.A.

ABEV3 · B3 - Brasil Bolsa Balcao

Market cap (USD)$38B
SectorConsumer
CountryBR
Data as of2025-12-28
Moat score
82/ 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 Ambev S.A.'s moat claims, evidence, and risks.

View ABEV3 analysis

PACCAR Inc

PCAR · NASDAQ

Market cap (USD)$57.5B
SectorIndustrials
CountryUS
Data as of2026-01-01
Moat score
75/ 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 PACCAR Inc's moat claims, evidence, and risks.

View PCAR analysis

Comparison highlights

  • Moat score gap: Ambev S.A. leads (82 / 100 vs 75 / 100 for PACCAR Inc).
  • Segment focus: Ambev S.A. has 5 segments (45% in Brazil - Beer); PACCAR Inc has 3 segments (73.8% in Truck).
  • Moat breadth: Ambev S.A. has 3 moat types across 3 domains; PACCAR Inc has 8 across 3.

Primary market context

Ambev S.A.

Brazil - Beer

Market

Beer production and distribution

Geography

Brazil

Customer

On-trade and off-trade retailers; distributors

Role

Producer & distributor

Revenue share

45%

PACCAR Inc

Truck

Market

Commercial truck OEM (heavy- and medium-duty)

Geography

Global (U.S./Canada and Europe primary)

Customer

Fleets, owner-operators, dealers

Role

OEM / manufacturer

Revenue share

73.8%

Side-by-side metrics

Ambev S.A.
PACCAR Inc
Ticker / Exchange
ABEV3 - B3 - Brasil Bolsa Balcao
PCAR - NASDAQ
Market cap (USD)
$38B
$57.5B
Sector
Consumer
Industrials
HQ country
BR
US
Primary segment
Brazil - Beer
Truck
Market structure
Oligopoly
Oligopoly
Market share
55%-65% (estimated)
30%-31% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
82 / 100
75 / 100
Moat domains
Demand, Supply, Legal
Demand, Supply, Financial
Last update
2025-12-28
2026-01-01

Moat coverage

Shared moat types

Brand TrustDistribution Control

Ambev S.A. strengths

Contractual Exclusivity

PACCAR Inc strengths

Service Field NetworkCapex Knowhow ScaleInstalled Base ConsumablesPhysical Network DensityCost Of Capital AdvantageCaptive finance integration

Segment mix

Ambev S.A. segments

Full profile >

Brazil - Beer

Oligopoly

45%

Brazil - Non-alcoholic beverages

Oligopoly

9.4%

Central America and the Caribbean

Oligopoly

12.3%

Latin America South

Oligopoly

22.2%

Canada

Oligopoly

11.2%

PACCAR Inc segments

Full profile >

Truck

Oligopoly

73.8%

Parts

Competitive

19.8%

Financial Services

Competitive

6.2%

Want the full wide moat stocks list?

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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.