VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Sunday, January 11, 2026

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Stock Comparison

Alphabet Inc. vs Trimble 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)$4T

Gross margin (TTM)59.2%

Operating margin (TTM)32.2%

Net margin (TTM)32.2%

SectorCommunication Services

IndustryInternet Content & Information

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

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: Alphabet Inc. leads (86 / 100 vs 67 / 100 for Trimble Inc.).
Segment focus: Alphabet Inc. has 6 segments (56.6% in Google Search & other (Advertising)); Trimble Inc. has 3 segments (41.7% in Field Systems).
Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Moderate.
Moat breadth: Alphabet Inc. has 10 moat types across 4 domains; Trimble Inc. has 7 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%

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

Alphabet Inc.

Trimble Inc.

Ticker / Exchange

GOOGL - The Nasdaq Stock Market

TRMB - Nasdaq Global Select Market

Market cap (USD)

$4T

n/a

Gross margin (TTM)

59.2%

n/a

Operating margin (TTM)

32.2%

n/a

Net margin (TTM)

32.2%

n/a

Sector

Communication Services

Technology

Industry

Internet Content & Information

n/a

HQ country

Primary segment

Google Search & other (Advertising)

Field Systems

Market structure

Quasi-Monopoly

Oligopoly

Market share

88%-91% (reported)

n/a

HHI estimate

8,115

n/a

Pricing power

Strong

Moderate

Moat score

86 / 100

67 / 100

Moat domains

Network, Demand, Legal, Supply

Demand, Network, Supply

Last update

2025-12-21

2026-01-09

Moat coverage

Shared moat types

Data Network EffectsTwo Sided NetworkEcosystem Complements

Alphabet Inc. strengths

Habit DefaultContent Rights CurrencyOperational ExcellenceDefault OS GatewaySwitching Costs GeneralCapex Knowhow ScaleIncubation & patient capital

Trimble Inc. strengths

Data Workflow LockinInstalled Base ConsumablesDesign In QualificationDistribution Control

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%

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.