VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

The Walt Disney Company vs PACCAR Inc

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

The Walt Disney Company

DIS · New York Stock Exchange

Market cap (USD)
SectorCommunication Services
CountryUS
Data as of2025-12-27
Moat score
78/ 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 Walt Disney Company's moat claims, evidence, and risks.

View DIS analysis

PACCAR Inc

PCAR · NASDAQ

Market cap (USD)$57.5B
SectorIndustrials
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: The Walt Disney Company leads (78 / 100 vs 75 / 100 for PACCAR Inc).
  • Segment focus: The Walt Disney Company has 3 segments (44.1% in Entertainment (Streaming, Linear Networks, Studio & Licensing)); PACCAR Inc has 3 segments (73.8% in Truck).
  • Moat breadth: The Walt Disney Company has 6 moat types across 4 domains; PACCAR Inc has 8 across 3.

Primary market context

The Walt Disney Company

Entertainment (Streaming, Linear Networks, Studio & Licensing)

Market

Global video entertainment content and distribution (streaming, TV networks, film/TV studios)

Geography

Global

Customer

Consumers, advertisers, distributors (MVPDs/vMVPDs)

Role

Content owner/producer and distributor

Revenue share

44.1%

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

The Walt Disney Company
PACCAR Inc
Ticker / Exchange
DIS - New York Stock Exchange
PCAR - NASDAQ
Market cap (USD)
n/a
$57.5B
Sector
Communication Services
Industrials
HQ country
US
US
Primary segment
Entertainment (Streaming, Linear Networks, Studio & Licensing)
Truck
Market structure
Oligopoly
Oligopoly
Market share
n/a
30%-31% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
78 / 100
75 / 100
Moat domains
Legal, Demand, Supply, Network
Demand, Supply, Financial
Last update
2025-12-27
2026-01-01

Moat coverage

Shared moat types

Brand TrustCapex Knowhow Scale

The Walt Disney Company strengths

Content Rights CurrencySuite BundlingProcurement InertiaEcosystem Complements

PACCAR Inc strengths

Service Field NetworkInstalled Base ConsumablesPhysical Network DensityDistribution ControlCost Of Capital AdvantageCaptive finance integration

Segment mix

The Walt Disney Company segments

Full profile >

Entertainment (Streaming, Linear Networks, Studio & Licensing)

Oligopoly

44.1%

Sports (ESPN and sports content)

Oligopoly

18.4%

Experiences (Theme parks, resorts, cruises, consumer products)

Oligopoly

37.5%

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.

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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.