VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Alphabet Inc. vs PACCAR Inc

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

Alphabet Inc.

GOOGL · The Nasdaq Stock Market

Market cap (USD)$3.7T
SectorCommunication Services
CountryUS
Data as of2025-12-21
Moat score
86/ 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 Alphabet Inc.'s moat claims, evidence, and risks.

View GOOGL 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: Alphabet Inc. leads (86 / 100 vs 75 / 100 for PACCAR Inc).
  • Segment focus: Alphabet Inc. has 6 segments (56.6% in Google Search & other (Advertising)); PACCAR Inc has 3 segments (73.8% in Truck).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Alphabet Inc. has 10 moat types across 4 domains; PACCAR Inc has 8 across 3.

Primary market context

Alphabet Inc.

Google Search & other (Advertising)

Market

Search advertising (intent-based digital ads)

Geography

Global

Customer

Advertisers (SMB to enterprise)

Role

Ad platform / publisher

Revenue share

56.6%

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

Alphabet Inc.
PACCAR Inc
Ticker / Exchange
GOOGL - The Nasdaq Stock Market
PCAR - NASDAQ
Market cap (USD)
$3.7T
$57.5B
Sector
Communication Services
Industrials
HQ country
US
US
Primary segment
Google Search & other (Advertising)
Truck
Market structure
Quasi-Monopoly
Oligopoly
Market share
88%-91% (reported)
30%-31% (reported)
HHI estimate
8,115
n/a
Pricing power
Strong
Moderate
Moat score
86 / 100
75 / 100
Moat domains
Network, Demand, Legal, Supply
Demand, Supply, Financial
Last update
2025-12-21
2026-01-01

Moat coverage

Shared moat types

Capex Knowhow Scale

Alphabet Inc. strengths

Data Network EffectsHabit DefaultTwo Sided NetworkContent Rights CurrencyOperational ExcellenceDefault OS GatewaySwitching Costs GeneralEcosystem ComplementsIncubation & patient capital

PACCAR Inc strengths

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

Segment mix

Alphabet Inc. segments

Full profile >

Google Search & other (Advertising)

Quasi-Monopoly

56.6%

YouTube (Advertising)

Oligopoly

10.3%

Google Network (Advertising)

Competitive

8.7%

Google Subscriptions, Platforms & Devices

Quasi-Monopoly

11.5%

Google Cloud

Oligopoly

12.4%

Other Bets

Competitive

0.5%

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.

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.