VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 10, 2026

Stock Comparison

Chipotle Mexican Grill, Inc. vs Trimble Inc.

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

Chipotle Mexican Grill, Inc.

CMG · New York Stock Exchange

Market cap (USD)$54.1B
Gross margin (TTM)25.7%
Operating margin (TTM)16.4%
Net margin (TTM)13%
SectorConsumer
IndustryRestaurants
CountryUS
Data as of2025-12-26
Moat score
62/ 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 Chipotle Mexican Grill, Inc.'s moat claims, evidence, and risks.

View CMG 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 62 / 100 for Chipotle Mexican Grill, Inc.).
  • Segment focus: Chipotle Mexican Grill, Inc. has 1 segment (100% in Restaurant operations (company-owned Chipotle restaurants)); Trimble Inc. has 3 segments (41.7% in Field Systems).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Chipotle Mexican Grill, Inc. has 4 moat types across 2 domains; Trimble Inc. has 7 across 3.

Primary market context

Chipotle Mexican Grill, Inc.

Restaurant operations (company-owned Chipotle restaurants)

Market

Fast-casual restaurants (Mexican-inspired, made-to-order)

Geography

Primarily United States; limited international presence

Customer

Consumers

Role

Company-operated restaurant 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

Chipotle Mexican Grill, Inc.
Trimble Inc.
Ticker / Exchange
CMG - New York Stock Exchange
TRMB - Nasdaq Global Select Market
Market cap (USD)
$54.1B
n/a
Gross margin (TTM)
25.7%
n/a
Operating margin (TTM)
16.4%
n/a
Net margin (TTM)
13%
n/a
Sector
Consumer
Technology
Industry
Restaurants
n/a
HQ country
US
US
Primary segment
Restaurant operations (company-owned Chipotle restaurants)
Field Systems
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
62 / 100
67 / 100
Moat domains
Demand, Supply
Demand, Network, Supply
Last update
2025-12-26
2026-01-09

Moat coverage

Shared moat types

No overlap yet.

Chipotle Mexican Grill, Inc. strengths

Brand TrustSupply Chain ControlOperational ExcellenceHabit Default

Trimble Inc. strengths

Data Workflow LockinEcosystem ComplementsInstalled Base ConsumablesDesign In QualificationDistribution ControlTwo Sided NetworkData Network Effects

Segment mix

Chipotle Mexican Grill, Inc. segments

Full profile >

Restaurant operations (company-owned Chipotle restaurants)

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.

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Looking for expansion-stage stocks?

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.