VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 10, 2026

Stock Comparison

Intuit Inc. vs Trimble Inc.

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

Intuit Inc.

INTU · NASDAQ

Market cap (USD)$180.1B
Gross margin (TTM)80.8%
Operating margin (TTM)26.7%
Net margin (TTM)21.2%
SectorTechnology
IndustrySoftware - Application
CountryUS
Data as of2025-12-30
Moat score
76/ 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 Intuit Inc.'s moat claims, evidence, and risks.

View INTU 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: Intuit Inc. leads (76 / 100 vs 67 / 100 for Trimble Inc.).
  • Segment focus: Intuit Inc. has 4 segments (58.8% in Global Business Solutions); Trimble Inc. has 3 segments (41.7% in Field Systems).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Intuit Inc. has 8 moat types across 4 domains; Trimble Inc. has 7 across 3.

Primary market context

Intuit Inc.

Global Business Solutions

Market

Small and mid-market business financial management, payroll, payments/capital, and marketing automation software (QuickBooks ecosystem + Mailchimp)

Geography

Global

Customer

Small businesses, mid-market businesses, and accounting/bookkeeping professionals

Role

SaaS platform operator and payments/embedded-finance enabler

Revenue share

58.8%

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

Intuit Inc.
Trimble Inc.
Ticker / Exchange
INTU - NASDAQ
TRMB - Nasdaq Global Select Market
Market cap (USD)
$180.1B
n/a
Gross margin (TTM)
80.8%
n/a
Operating margin (TTM)
26.7%
n/a
Net margin (TTM)
21.2%
n/a
Sector
Technology
Technology
Industry
Software - Application
n/a
HQ country
US
US
Primary segment
Global Business Solutions
Field Systems
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
76 / 100
67 / 100
Moat domains
Demand, Network, Supply, Legal
Demand, Network, Supply
Last update
2025-12-30
2026-01-09

Moat coverage

Shared moat types

Ecosystem ComplementsData Workflow LockinDistribution ControlTwo Sided NetworkData Network Effects

Intuit Inc. strengths

Suite BundlingBrand TrustCompliance Advantage

Trimble Inc. strengths

Installed Base ConsumablesDesign In Qualification

Segment mix

Intuit Inc. segments

Full profile >

Global Business Solutions

Oligopoly

58.8%

Consumer

Oligopoly

25.9%

Credit Karma

Competitive

12%

ProTax

Oligopoly

3.3%

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.

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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.