VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Saturday, January 10, 2026

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Stock Comparison

James Hardie Industries plc vs Trimble Inc.

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

James Hardie Industries plc

JHX · ASX

Market cap (USD)$18.8B

Gross margin (TTM)36.3%

Operating margin (TTM)13.6%

Net margin (TTM)4.7%

SectorMaterials

IndustryConstruction Materials

CountryIE

Data as of2025-12-28

Moat score

74/ 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 James Hardie Industries plc's moat claims, evidence, and risks.

View JHX 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: James Hardie Industries plc leads (74 / 100 vs 67 / 100 for Trimble Inc.).
Segment focus: James Hardie Industries plc has 4 segments (64.2% in Siding & Trim); Trimble Inc. has 3 segments (41.7% in Field Systems).
Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Moderate vs Moderate.
Moat breadth: James Hardie Industries plc has 5 moat types across 2 domains; Trimble Inc. has 7 across 3.

Primary market context

James Hardie Industries plc

Siding & Trim

Market

North American fiber cement exterior siding & trim (plus related exterior products)

Geography

North America (primarily U.S. and Canada)

Customer

Homebuilders, contractors, remodelers, dealers/distributors, and retailers

Role

Manufacturer / branded building-products supplier

Revenue share

64.2%

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

James Hardie Industries plc

Trimble Inc.

Ticker / Exchange

JHX - ASX

TRMB - Nasdaq Global Select Market

Market cap (USD)

$18.8B

n/a

Gross margin (TTM)

36.3%

n/a

Operating margin (TTM)

13.6%

n/a

Net margin (TTM)

4.7%

n/a

Sector

Materials

Technology

Industry

Construction Materials

n/a

HQ country

Primary segment

Siding & Trim

Field Systems

Market structure

Quasi-Monopoly

Oligopoly

Market share

88%-92% (estimated)

n/a

HHI estimate

n/a

Pricing power

Moderate

Moat score

74 / 100

67 / 100

Moat domains

Supply, Demand

Demand, Network, Supply

Last update

2025-12-28

2026-01-09

Moat coverage

Shared moat types

Distribution Control

James Hardie Industries plc strengths

Capex Knowhow ScaleBrand TrustLong Term ContractsOperational Excellence

Trimble Inc. strengths

Data Workflow LockinEcosystem ComplementsInstalled Base ConsumablesDesign In QualificationTwo Sided NetworkData Network Effects

Segment mix

James Hardie Industries plc segments

Full profile >

Siding & Trim

Quasi-Monopoly

64.2%

Deck, Rail & Accessories

Oligopoly

11.7%

Australia & New Zealand

Oligopoly

11.6%

Europe

Competitive

12.5%

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.

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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.