VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

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Stock Comparison

FedEx Corporation vs PACCAR Inc

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

FedEx Corporation

FDX · New York Stock Exchange

Market cap (USD)—

Gross margin (TTM)—

Operating margin (TTM)—

Net margin (TTM)—

SectorIndustrials

Industry—

CountryUS

Data as of2026-01-10

Moat score

72/ 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 FedEx Corporation's moat claims, evidence, and risks.

View FDX analysis

PACCAR Inc

PCAR · NASDAQ

Market cap (USD)$62.4B

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 72 / 100 for FedEx Corporation).
Segment focus: FedEx Corporation has 3 segments (85.6% in Federal Express (integrated parcel & express)); PACCAR Inc has 3 segments (73.8% in Truck).
Moat breadth: FedEx Corporation has 6 moat types across 4 domains; PACCAR Inc has 8 across 3.

Primary market context

FedEx Corporation

Federal Express (integrated parcel & express)

Market

Integrated parcel and express delivery (air-ground integrator model)

Geography

Global

Customer

Business and consumer shippers

Role

Carrier / integrator

Revenue share

85.6%

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

FedEx Corporation

PACCAR Inc

Ticker / Exchange

FDX - New York Stock Exchange

PCAR - NASDAQ

Market cap (USD)

n/a

$62.4B

Gross margin (TTM)

n/a

17.4%

Operating margin (TTM)

n/a

11.4%

Net margin (TTM)

n/a

9.1%

Sector

Industrials

Industry

n/a

Agricultural - Machinery

HQ country

Primary segment

Federal Express (integrated parcel & express)

Truck

Market structure

Oligopoly

Market share

18% (reported)

30%-31% (reported)

HHI estimate

2,464

n/a

Pricing power

Moderate

Moat score

72 / 100

75 / 100

Moat domains

Supply, Demand, Financial, Network

Demand, Supply, Financial

Last update

2026-01-10

2026-01-01

Moat coverage

Shared moat types

Physical Network DensityBrand Trust

FedEx Corporation strengths

Scale Economies Unit CostBenchmark Pricing PowerScope EconomiesData Network Effects

PACCAR Inc strengths

Service Field NetworkCapex Knowhow ScaleInstalled Base ConsumablesDistribution ControlCost Of Capital AdvantageCaptive finance integration

Segment mix

FedEx Corporation segments

Full profile >

Federal Express (integrated parcel & express)

Oligopoly

85.6%

FedEx Freight (LTL)

Oligopoly

10.1%

Corporate, other, and eliminations (Dataworks, Office, Logistics)

Competitive

4.2%

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

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.