VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 10, 2026

Stock Comparison

Casey's General Stores, Inc. vs Trimble 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

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 54 / 100 for Casey's General Stores, Inc.).
  • Segment focus: Casey's General Stores, Inc. has 4 segments (61.3% in Fuel); Trimble Inc. has 3 segments (41.7% in Field Systems).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: Casey's General Stores, Inc. has 7 moat types across 2 domains; Trimble Inc. has 7 across 3.

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%

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

Casey's General Stores, Inc.
Trimble Inc.
Ticker / Exchange
CASY - NASDAQ
TRMB - Nasdaq Global Select Market
Market cap (USD)
$22B
n/a
Gross margin (TTM)
23.4%
n/a
Operating margin (TTM)
5.3%
n/a
Net margin (TTM)
3.6%
n/a
Sector
Consumer
Technology
Industry
Specialty Retail
n/a
HQ country
US
US
Primary segment
Fuel
Field Systems
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
54 / 100
67 / 100
Moat domains
Demand, Supply
Demand, Network, Supply
Last update
2026-01-06
2026-01-09

Moat coverage

Shared moat types

Distribution Control

Casey's General Stores, Inc. strengths

Brand TrustOperational ExcellencePhysical Network DensityHabit DefaultSupply Chain ControlScope Economies

Trimble Inc. strengths

Data Workflow LockinEcosystem ComplementsInstalled Base ConsumablesDesign In QualificationTwo Sided NetworkData Network Effects

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%

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.