VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

BRP Inc. vs Graco Inc.

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

BRP Inc.

DOO · Toronto Stock Exchange

Market cap (USD)$7.3B
Gross margin (TTM)21.8%
Operating margin (TTM)6.2%
Net margin (TTM)0.3%
SectorConsumer
IndustryAuto - Recreational Vehicles
CountryCA
Data as of2025-12-30
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 BRP Inc.'s moat claims, evidence, and risks.

View DOO analysis

Graco Inc.

GGG · New York Stock Exchange

Market cap (USD)$13.8B
Gross margin (TTM)52.3%
Operating margin (TTM)26.6%
Net margin (TTM)22.7%
SectorIndustrials
IndustryIndustrial - Machinery
CountryUS
Data as of2026-01-05
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 Graco Inc.'s moat claims, evidence, and risks.

View GGG analysis

Comparison highlights

  • Moat score gap: BRP Inc. leads (74 / 100 vs 67 / 100 for Graco Inc.).
  • Segment focus: BRP Inc. has 4 segments (55% in Powersports - Year-Round Products); Graco Inc. has 3 segments (49.4% in Contractor).
  • Moat breadth: BRP Inc. has 4 moat types across 2 domains; Graco Inc. has 7 across 2.

Primary market context

BRP Inc.

Powersports - Year-Round Products

Market

ATV and recreational/utility side-by-side vehicles (SSV/UTV); 3-wheeled on-road vehicles

Geography

Global (heavy North America exposure)

Customer

Consumers and utility/commercial users

Role

OEM

Revenue share

55%

Graco Inc.

Contractor

Market

Professional and prosumer paint/coatings application equipment (airless sprayers, texture sprayers, line stripers, plural-component proportioners)

Geography

Global

Customer

Professional contractors and trades; DIY consumers via retail channels

Role

Equipment OEM / brand owner

Revenue share

49.4%

Side-by-side metrics

BRP Inc.
Graco Inc.
Ticker / Exchange
DOO - Toronto Stock Exchange
GGG - New York Stock Exchange
Market cap (USD)
$7.3B
$13.8B
Gross margin (TTM)
21.8%
52.3%
Operating margin (TTM)
6.2%
26.6%
Net margin (TTM)
0.3%
22.7%
Sector
Consumer
Industrials
Industry
Auto - Recreational Vehicles
Industrial - Machinery
HQ country
CA
US
Primary segment
Powersports - Year-Round Products
Contractor
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
74 / 100
67 / 100
Moat domains
Demand, Supply
Demand, Supply
Last update
2025-12-30
2026-01-05

Moat coverage

Shared moat types

Brand TrustDistribution ControlInstalled Base ConsumablesDesign In Qualification

BRP Inc. strengths

No unique moat types yet.

Graco Inc. strengths

Operational ExcellenceService Field NetworkScope Economies

Segment mix

BRP Inc. segments

Full profile >

Powersports - Year-Round Products

Oligopoly

55%

Powersports - Seasonal Products

Oligopoly

30.3%

Powersports - Parts, Accessories & Apparel; OEM Engines & Gearboxes

Competitive

14.7%

Marine Boats Businesses (Divestiture/Discontinued)

Competitive

n/a

Graco Inc. segments

Full profile >

Contractor

Oligopoly

49.4%

Industrial

Oligopoly

43.1%

Expansion Markets

Competitive

7.5%

Want the full wide moat stocks list?

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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.