VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 10, 2026

Stock Comparison

Airbnb, Inc. vs Trimble Inc.

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

Airbnb, Inc.

ABNB · NASDAQ

Market cap (USD)$86.1B
Gross margin (TTM)83%
Operating margin (TTM)22.7%
Net margin (TTM)22%
SectorConsumer
IndustryTravel Services
CountryUS
Data as of2025-12-25
Moat score
69/ 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 Airbnb, Inc.'s moat claims, evidence, and risks.

View ABNB 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: Airbnb, Inc. leads (69 / 100 vs 67 / 100 for Trimble Inc.).
  • Segment focus: Airbnb, Inc. has 1 segment (100% in Airbnb Marketplace); Trimble Inc. has 3 segments (41.7% in Field Systems).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Airbnb, Inc. has 4 moat types across 3 domains; Trimble Inc. has 7 across 3.

Primary market context

Airbnb, Inc.

Airbnb Marketplace

Market

Online marketplace for short-term accommodations and experiences

Geography

Global

Customer

Hosts (supply) and guests (demand)

Role

Marketplace / platform operator

Revenue share

100%

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

Airbnb, Inc.
Trimble Inc.
Ticker / Exchange
ABNB - NASDAQ
TRMB - Nasdaq Global Select Market
Market cap (USD)
$86.1B
n/a
Gross margin (TTM)
83%
n/a
Operating margin (TTM)
22.7%
n/a
Net margin (TTM)
22%
n/a
Sector
Consumer
Technology
Industry
Travel Services
n/a
HQ country
US
US
Primary segment
Airbnb Marketplace
Field Systems
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
69 / 100
67 / 100
Moat domains
Network, Demand, Financial
Demand, Network, Supply
Last update
2025-12-25
2026-01-09

Moat coverage

Shared moat types

Two Sided Network

Airbnb, Inc. strengths

Reputation ReviewsBrand TrustFloat Prepayment

Trimble Inc. strengths

Data Workflow LockinEcosystem ComplementsInstalled Base ConsumablesDesign In QualificationDistribution ControlData Network Effects

Segment mix

Airbnb, Inc. segments

Full profile >

Airbnb Marketplace

Competitive

100%

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.