VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

The Campbell's Company vs Tesla, Inc.

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

The Campbell's Company

CPB · The Nasdaq Stock Market LLC

Market cap (USD)$7.9B
Gross margin (TTM)30%
Operating margin (TTM)12.7%
Net margin (TTM)5.7%
SectorConsumer
IndustryPackaged Foods
CountryUS
Data as of2025-12-30
Moat score
61/ 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 The Campbell's Company's moat claims, evidence, and risks.

View CPB analysis

Tesla, Inc.

TSLA · NASDAQ

Market cap (USD)$1.5T
Gross margin (TTM)17%
Operating margin (TTM)4.7%
Net margin (TTM)5.5%
SectorConsumer
IndustryAuto - Manufacturers
CountryUS
Data as of2026-01-05
Moat score
75/ 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 Tesla, Inc.'s moat claims, evidence, and risks.

View TSLA analysis

Comparison highlights

  • Moat score gap: Tesla, Inc. leads (75 / 100 vs 61 / 100 for The Campbell's Company).
  • Segment focus: The Campbell's Company has 2 segments (59% in Meals & Beverages); Tesla, Inc. has 3 segments (78.9% in Automotive (vehicles + software + leasing + regulatory credits)).
  • Moat breadth: The Campbell's Company has 3 moat types across 2 domains; Tesla, Inc. has 9 across 3.

Primary market context

The Campbell's Company

Meals & Beverages

Market

Branded shelf-stable meals, soup/broth, sauces and beverages (retail + foodservice)

Geography

U.S. and Canada

Customer

Retailers, foodservice distributors, and end-consumers

Role

Branded food manufacturer (CPG)

Revenue share

59%

Tesla, Inc.

Automotive (vehicles + software + leasing + regulatory credits)

Market

Battery-electric passenger vehicles (BEV) and connected vehicle software

Geography

United States (market share datapoint); global competition

Customer

Consumers and small fleets

Role

OEM (design, manufacture, direct-to-consumer sales)

Revenue share

78.9%

Side-by-side metrics

The Campbell's Company
Tesla, Inc.
Ticker / Exchange
CPB - The Nasdaq Stock Market LLC
TSLA - NASDAQ
Market cap (USD)
$7.9B
$1.5T
Gross margin (TTM)
30%
17%
Operating margin (TTM)
12.7%
4.7%
Net margin (TTM)
5.7%
5.5%
Sector
Consumer
Consumer
Industry
Packaged Foods
Auto - Manufacturers
HQ country
US
US
Primary segment
Meals & Beverages
Automotive (vehicles + software + leasing + regulatory credits)
Market structure
Competitive
Competitive
Market share
n/a
56.7% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
61 / 100
75 / 100
Moat domains
Demand, Supply
Network, Supply, Demand
Last update
2025-12-30
2026-01-05

Moat coverage

Shared moat types

Brand Trust

The Campbell's Company strengths

Distribution ControlOperational Excellence

Tesla, Inc. strengths

Data Network EffectsCapex Knowhow ScalePhysical Network DensityService Field NetworkSwitching Costs GeneralScope EconomiesData Workflow LockinScale Economies Unit Cost

Segment mix

The Campbell's Company segments

Full profile >

Meals & Beverages

Competitive

59%

Snacks

Competitive

41%

Tesla, Inc. segments

Full profile >

Automotive (vehicles + software + leasing + regulatory credits)

Competitive

78.9%

Services and Other (Supercharging + after-sales + used vehicles + insurance)

Quasi-Monopoly

10.8%

Energy Generation and Storage (Megapack + Powerwall + solar)

Oligopoly

10.3%

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.

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.