VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 10, 2026

Stock Comparison

Deere & Company vs Trimble Inc.

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

Deere & Company

DE · New York Stock Exchange

Market cap (USD)$132B
Gross margin (TTM)36.5%
Operating margin (TTM)18.8%
Net margin (TTM)11.3%
SectorIndustrials
IndustryAgricultural - Machinery
CountryUS
Data as of2025-12-29
Moat score
63/ 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 Deere & Company's moat claims, evidence, and risks.

View DE 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 63 / 100 for Deere & Company).
  • Segment focus: Deere & Company has 4 segments (38.4% in Production & Precision Agriculture); Trimble Inc. has 3 segments (41.7% in Field Systems).
  • Moat breadth: Deere & Company has 5 moat types across 3 domains; Trimble Inc. has 7 across 3.

Primary market context

Deere & Company

Production & Precision Agriculture

Market

Large-scale agricultural equipment and integrated precision agriculture technology

Geography

Global

Customer

Production-scale growers; dealer/retail channels

Role

OEM + precision ag platform provider

Revenue share

38.4%

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

Deere & Company
Trimble Inc.
Ticker / Exchange
DE - New York Stock Exchange
TRMB - Nasdaq Global Select Market
Market cap (USD)
$132B
n/a
Gross margin (TTM)
36.5%
n/a
Operating margin (TTM)
18.8%
n/a
Net margin (TTM)
11.3%
n/a
Sector
Industrials
Technology
Industry
Agricultural - Machinery
n/a
HQ country
US
US
Primary segment
Production & Precision Agriculture
Field Systems
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
63 / 100
67 / 100
Moat domains
Demand, Supply, Financial
Demand, Network, Supply
Last update
2025-12-29
2026-01-09

Moat coverage

Shared moat types

Data Workflow Lockin

Deere & Company strengths

Service Field NetworkBrand TrustSuite BundlingCost Of Capital Advantage

Trimble Inc. strengths

Ecosystem ComplementsInstalled Base ConsumablesDesign In QualificationDistribution ControlTwo Sided NetworkData Network Effects

Segment mix

Deere & Company segments

Full profile >

Production & Precision Agriculture

Oligopoly

38.4%

Small Agriculture & Turf

Competitive

22.8%

Construction & Forestry

Oligopoly

25.4%

Financial Services

Competitive

12.7%

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.

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.