VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 10, 2026

Stock Comparison

Casey's General Stores, Inc. vs Lowe's Companies, Inc.

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

Casey's General Stores, Inc.

CASY · NASDAQ

Market cap (USD)$22B
Gross margin (TTM)23.4%
Operating margin (TTM)5.3%
Net margin (TTM)3.6%
SectorConsumer
IndustrySpecialty Retail
CountryUS
Data as of2026-01-06
Moat score
54/ 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 Casey's General Stores, Inc.'s moat claims, evidence, and risks.

View CASY analysis

Lowe's Companies, Inc.

LOW · New York Stock Exchange

Market cap (USD)$149.9B
Gross margin (TTM)31.4%
Operating margin (TTM)12.1%
Net margin (TTM)8.1%
SectorConsumer
IndustryHome Improvement
CountryUS
Data as of2026-01-06
Moat score
48/ 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 Lowe's Companies, Inc.'s moat claims, evidence, and risks.

View LOW analysis

Comparison highlights

  • Moat score gap: Casey's General Stores, Inc. leads (54 / 100 vs 48 / 100 for Lowe's Companies, Inc.).
  • Segment focus: Casey's General Stores, Inc. has 4 segments (61.3% in Fuel); Lowe's Companies, Inc. has 1 segment (100% in Home Improvement Operations (Omnichannel)).
  • Moat breadth: Casey's General Stores, Inc. has 7 moat types across 2 domains; Lowe's Companies, Inc. has 5 across 2.

Primary market context

Casey's General Stores, Inc.

Fuel

Market

Retail motor fuel sold through convenience-store fuel sites (gasoline and diesel)

Geography

United States (Casey's operating footprint; Midwest/South)

Customer

Motorists / consumers (in-store and pay-at-the-pump transactions)

Role

Fuel retailer (with some self-distribution/wholesale capabilities)

Revenue share

61.3%

Lowe's Companies, Inc.

Home Improvement Operations (Omnichannel)

Market

U.S. home improvement retail and related services (DIY and Pro; omnichannel)

Geography

United States

Customer

DIY consumers and small-to-medium professional contractors

Role

Omnichannel retailer and distributor

Revenue share

100%

Side-by-side metrics

Casey's General Stores, Inc.
Lowe's Companies, Inc.
Ticker / Exchange
CASY - NASDAQ
LOW - New York Stock Exchange
Market cap (USD)
$22B
$149.9B
Gross margin (TTM)
23.4%
31.4%
Operating margin (TTM)
5.3%
12.1%
Net margin (TTM)
3.6%
8.1%
Sector
Consumer
Consumer
Industry
Specialty Retail
Home Improvement
HQ country
US
US
Primary segment
Fuel
Home Improvement Operations (Omnichannel)
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Weak
Moat score
54 / 100
48 / 100
Moat domains
Demand, Supply
Supply, Demand
Last update
2026-01-06
2026-01-06

Moat coverage

Shared moat types

Operational ExcellencePhysical Network DensityHabit DefaultSupply Chain ControlScope Economies

Casey's General Stores, Inc. strengths

Brand TrustDistribution Control

Lowe's Companies, Inc. strengths

No unique moat types yet.

Segment mix

Casey's General Stores, Inc. segments

Full profile >

Prepared Food and Dispensed Beverage

Competitive

10.1%

Grocery and General Merchandise

Competitive

26%

Fuel

Competitive

61.3%

Other (wholesale fuel, car wash, lottery)

Competitive

2.6%

Lowe's Companies, Inc. segments

Full profile >

Home Improvement Operations (Omnichannel)

Competitive

100%

Want the full wide moat stocks list?

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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.