VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Casey's General Stores, Inc. vs Pool Corporation

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)$21B
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

Pool Corporation

POOL · NASDAQ

Market cap (USD)$8.8B
Gross margin (TTM)29.6%
Operating margin (TTM)11.1%
Net margin (TTM)7.8%
SectorIndustrials
IndustryIndustrial - Distribution
CountryUS
Data as of2026-01-06
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 Pool Corporation's moat claims, evidence, and risks.

View POOL analysis

Comparison highlights

  • Moat score gap: Pool Corporation leads (56 / 100 vs 54 / 100 for Casey's General Stores, Inc.).
  • Segment focus: Casey's General Stores, Inc. has 4 segments (61.3% in Fuel); Pool Corporation has 1 segment (100% in Wholesale distribution (pool, irrigation, outdoor living)).
  • Moat breadth: Casey's General Stores, Inc. has 7 moat types across 2 domains; Pool Corporation 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%

Pool Corporation

Wholesale distribution (pool, irrigation, outdoor living)

Market

Wholesale distribution of swimming pool, irrigation/landscape, and related outdoor living products

Geography

North America (majority), with operations in Europe and Australia

Customer

Pool builders/remodelers, pool service/repair professionals, specialty pool retailers, irrigation/landscape contractors, commercial pool operators

Role

Distributor / wholesaler

Revenue share

100%

Side-by-side metrics

Casey's General Stores, Inc.
Pool Corporation
Ticker / Exchange
CASY - NASDAQ
POOL - NASDAQ
Market cap (USD)
$21B
$8.8B
Gross margin (TTM)
23.4%
29.6%
Operating margin (TTM)
5.3%
11.1%
Net margin (TTM)
3.6%
7.8%
Sector
Consumer
Industrials
Industry
Specialty Retail
Industrial - Distribution
HQ country
US
US
Primary segment
Fuel
Wholesale distribution (pool, irrigation, outdoor living)
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Weak
Moat score
54 / 100
56 / 100
Moat domains
Demand, Supply
Supply, Demand
Last update
2026-01-06
2026-01-06

Moat coverage

Shared moat types

Physical Network DensityScope Economies

Casey's General Stores, Inc. strengths

Brand TrustOperational ExcellenceDistribution ControlHabit DefaultSupply Chain Control

Pool Corporation strengths

Scale Economies Unit CostProcurement InertiaData Workflow Lockin

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%

Pool Corporation segments

Full profile >

Wholesale distribution (pool, irrigation, outdoor living)

Competitive

100%

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.