VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

American Express Company vs Trimble Inc.

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

American Express Company

AXP · New York Stock Exchange

Market cap (USD)$262.1B
Gross margin (TTM)83%
Operating margin (TTM)17.1%
Net margin (TTM)13.4%
SectorFinancials
IndustryFinancial - Credit Services
CountryUS
Data as of2025-12-30
Moat score
52/ 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 American Express Company's moat claims, evidence, and risks.

View AXP 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 52 / 100 for American Express Company).
  • Segment focus: American Express Company has 4 segments (47.5% in U.S. Consumer Services (USCS)); Trimble Inc. has 3 segments (41.7% in Field Systems).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: n/a vs Moderate.
  • Moat breadth: American Express Company has 8 moat types across 3 domains; Trimble Inc. has 7 across 3.

Primary market context

American Express Company

U.S. Consumer Services (USCS)

Market

U.S. premium consumer card issuing (charge and credit) and attached consumer banking and financing

Geography

United States

Customer

Consumers

Role

Issuer (proprietary cards) and consumer lender/services

Revenue share

47.5%

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

American Express Company
Trimble Inc.
Ticker / Exchange
AXP - New York Stock Exchange
TRMB - Nasdaq Global Select Market
Market cap (USD)
$262.1B
n/a
Gross margin (TTM)
83%
n/a
Operating margin (TTM)
17.1%
n/a
Net margin (TTM)
13.4%
n/a
Sector
Financials
Technology
Industry
Financial - Credit Services
n/a
HQ country
US
US
Primary segment
U.S. Consumer Services (USCS)
Field Systems
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
n/a
Moderate
Moat score
52 / 100
67 / 100
Moat domains
Demand, Financial, Network
Demand, Network, Supply
Last update
2025-12-30
2026-01-09

Moat coverage

Shared moat types

Ecosystem ComplementsTwo Sided NetworkData Network Effects

American Express Company strengths

Brand TrustSwitching Costs GeneralLong Term ContractsCost Of Capital AdvantageTraining Org Change Costs

Trimble Inc. strengths

Data Workflow LockinInstalled Base ConsumablesDesign In QualificationDistribution Control

Segment mix

American Express Company segments

Full profile >

U.S. Consumer Services (USCS)

Competitive

47.5%

Commercial Services (CS)

Competitive

23.9%

International Card Services (ICS)

Competitive

17.3%

Global Merchant and Network Services (GMNS)

Oligopoly

11.3%

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.

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

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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.