VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 10, 2026

Stock Comparison

Motorola Solutions, Inc. vs Trimble Inc.

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

Motorola Solutions, Inc.

MSI · New York Stock Exchange

Market cap (USD)$63.8B
Gross margin (TTM)51%
Operating margin (TTM)25.4%
Net margin (TTM)18.7%
SectorTechnology
IndustryCommunication Equipment
CountryUS
Data as of2025-12-26
Moat score
68/ 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 Motorola Solutions, Inc.'s moat claims, evidence, and risks.

View MSI 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: Motorola Solutions, Inc. leads (68 / 100 vs 67 / 100 for Trimble Inc.).
  • Segment focus: Motorola Solutions, Inc. has 3 segments (74.9% in LMR Communications); Trimble Inc. has 3 segments (41.7% in Field Systems).
  • Moat breadth: Motorola Solutions, Inc. has 10 moat types across 3 domains; Trimble Inc. has 7 across 3.

Primary market context

Motorola Solutions, Inc.

LMR Communications

Market

Mission-critical land mobile radio (LMR) devices, infrastructure, and managed/support services

Geography

Global

Customer

Public safety agencies and mission-critical enterprises

Role

OEM + systems integrator + service provider

Revenue share

74.9%

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

Motorola Solutions, Inc.
Trimble Inc.
Ticker / Exchange
MSI - New York Stock Exchange
TRMB - Nasdaq Global Select Market
Market cap (USD)
$63.8B
n/a
Gross margin (TTM)
51%
n/a
Operating margin (TTM)
25.4%
n/a
Net margin (TTM)
18.7%
n/a
Sector
Technology
Technology
Industry
Communication Equipment
n/a
HQ country
US
US
Primary segment
LMR Communications
Field Systems
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
68 / 100
67 / 100
Moat domains
Legal, Demand, Network
Demand, Network, Supply
Last update
2025-12-26
2026-01-09

Moat coverage

Shared moat types

Installed Base ConsumablesDesign In QualificationEcosystem ComplementsData Workflow Lockin

Motorola Solutions, Inc. strengths

Government Contracting RelationshipsLong Term ContractsBrand TrustSwitching Costs GeneralInteroperability HubSuite Bundling

Trimble Inc. strengths

Distribution ControlTwo Sided NetworkData Network Effects

Segment mix

Motorola Solutions, Inc. segments

Full profile >

LMR Communications

Oligopoly

74.9%

Video Security & Access Control

Competitive

17.7%

Command Center Software

Competitive

7.4%

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.