VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Wide Moat Stocks Home My Collections

Stock Comparison

Constellation Software Inc. vs PACCAR Inc

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

Constellation Software Inc.

CSU · Toronto Stock Exchange

Market cap (USD)—

Gross margin (TTM)—

Operating margin (TTM)—

Net margin (TTM)—

SectorTechnology

Industry—

CountryCA

Data as of2026-01-02

Moat score

74/ 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 Constellation Software Inc.'s moat claims, evidence, and risks.

View CSU analysis

PACCAR Inc

PCAR · NASDAQ

Market cap (USD)$58.5B

Gross margin (TTM)17.4%

Operating margin (TTM)11.4%

Net margin (TTM)9.1%

SectorIndustrials

IndustryAgricultural - Machinery

CountryUS

Data as of2026-01-01

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 PACCAR Inc's moat claims, evidence, and risks.

View PCAR analysis

Comparison highlights

Moat score gap: PACCAR Inc leads (75 / 100 vs 74 / 100 for Constellation Software Inc.).
Segment focus: Constellation Software Inc. has 6 segments; PACCAR Inc has 3 segments (73.8% in Truck).
Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
Moat breadth: Constellation Software Inc. has 3 moat types across 2 domains; PACCAR Inc has 8 across 3.

Primary market context

Constellation Software Inc.

Volaris Operating Group

Market

Vertical market software (VMS) portfolios across diverse industries (Volaris)

Geography

Global (North America, Continental Europe, UK, Australia, South America, Africa)

Customer

Organizations in specific verticals (mix of public and private sector)

Role

Vertical market software vendor (application provider + long-term maintainer)

PACCAR Inc

Truck

Market

Commercial truck OEM (heavy- and medium-duty)

Geography

Global (U.S./Canada and Europe primary)

Customer

Fleets, owner-operators, dealers

Role

OEM / manufacturer

Revenue share

73.8%

Side-by-side metrics

Constellation Software Inc.

PACCAR Inc

Ticker / Exchange

CSU - Toronto Stock Exchange

PCAR - NASDAQ

Market cap (USD)

n/a

$58.5B

Gross margin (TTM)

n/a

17.4%

Operating margin (TTM)

n/a

11.4%

Net margin (TTM)

n/a

9.1%

Sector

Technology

Industrials

Industry

n/a

Agricultural - Machinery

HQ country

Primary segment

Volaris Operating Group

Truck

Market structure

Competitive

Oligopoly

Market share

n/a

30%-31% (reported)

HHI estimate

n/a

Pricing power

Moderate

Moat score

74 / 100

75 / 100

Moat domains

Demand, Supply

Demand, Supply, Financial

Last update

2026-01-02

2026-01-01

Moat coverage

Shared moat types

Installed Base Consumables

Constellation Software Inc. strengths

Switching Costs GeneralOperational Excellence

PACCAR Inc strengths

Brand TrustService Field NetworkCapex Knowhow ScalePhysical Network DensityDistribution ControlCost Of Capital AdvantageCaptive finance integration

Segment mix

Constellation Software Inc. segments

Full profile >

Volaris Operating Group

Competitive

n/a

Harris Operating Group

Competitive

n/a

Topicus.com Operating Group

Competitive

n/a

Jonas Operating Group

Competitive

n/a

Perseus Operating Group

Competitive

n/a

Vela Operating Group

Competitive

n/a

PACCAR Inc segments

Full profile >

Truck

Oligopoly

73.8%

Parts

Competitive

19.8%

Financial Services

Competitive

6.2%

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

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.