VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

The Home Depot, Inc. vs PACCAR Inc

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

The Home Depot, Inc.

HD · New York Stock Exchange

Market cap (USD)$345.9B
SectorConsumer
CountryUS
Data as of2025-12-30
Moat score
69/ 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 Home Depot, Inc.'s moat claims, evidence, and risks.

View HD 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: PACCAR Inc leads (75 / 100 vs 69 / 100 for The Home Depot, Inc.).
  • Segment focus: The Home Depot, Inc. has 2 segments (96% in Primary segment - North American home improvement retail (stores + online)); PACCAR Inc has 3 segments (73.8% in Truck).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: The Home Depot, Inc. has 4 moat types across 2 domains; PACCAR Inc has 8 across 3.

Primary market context

The Home Depot, Inc.

Primary segment - North American home improvement retail (stores + online)

Market

Home improvement retail (omnichannel)

Geography

North America (US, Canada, Mexico)

Customer

DIY homeowners and professional contractors

Role

Retailer

Revenue share

96%

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 Home Depot, Inc.
PACCAR Inc
Ticker / Exchange
HD - New York Stock Exchange
PCAR - NASDAQ
Market cap (USD)
$345.9B
$57.5B
Sector
Consumer
Industrials
HQ country
US
US
Primary segment
Primary segment - North American home improvement retail (stores + online)
Truck
Market structure
Competitive
Oligopoly
Market share
n/a
30%-31% (reported)
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
69 / 100
75 / 100
Moat domains
Supply, Demand
Demand, Supply, Financial
Last update
2025-12-30
2026-01-01

Moat coverage

Shared moat types

Physical Network DensityDistribution Control

The Home Depot, Inc. strengths

Procurement InertiaScale Economies Unit Cost

PACCAR Inc strengths

Brand TrustService Field NetworkCapex Knowhow ScaleInstalled Base ConsumablesCost Of Capital AdvantageCaptive finance integration

Segment mix

The Home Depot, Inc. segments

Full profile >

Primary segment - North American home improvement retail (stores + online)

Competitive

96%

Other - Specialty trade distribution (SRS: roofing, landscape, pool)

Competitive

4%

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?

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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.