VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

NXP Semiconductors N.V. vs Trimble Inc.

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

NXP Semiconductors N.V.

NXPI · The Nasdaq Global Select Market

Market cap (USD)$58.5B
Gross margin (TTM)54.6%
Operating margin (TTM)26.4%
Net margin (TTM)16.5%
SectorTechnology
IndustrySemiconductors
CountryNL
Data as of2025-12-22
Moat score
64/ 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 NXP Semiconductors N.V.'s moat claims, evidence, and risks.

View NXPI analysis

Trimble Inc.

TRMB · Nasdaq Global Select Market

Market cap (USD)$16.1B
Gross margin (TTM)68.3%
Operating margin (TTM)16.9%
Net margin (TTM)11.8%
SectorTechnology
IndustryHardware, Equipment & Parts
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: Trimble Inc. leads (67 / 100 vs 64 / 100 for NXP Semiconductors N.V.).
  • Segment focus: NXP Semiconductors N.V. has 4 segments (56.7% in Automotive); Trimble Inc. has 3 segments (41.7% in Field Systems).
  • Moat breadth: NXP Semiconductors N.V. has 8 moat types across 4 domains; Trimble Inc. has 7 across 3.

Primary market context

NXP Semiconductors N.V.

Automotive

Market

Automotive semiconductors (MCUs, in-vehicle networking, ADAS radar, secure car access, connectivity)

Geography

Global

Customer

Automotive OEMs and Tier-1 suppliers

Role

Semiconductor supplier

Revenue share

56.7%

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

NXP Semiconductors N.V.
Trimble Inc.
Ticker / Exchange
NXPI - The Nasdaq Global Select Market
TRMB - Nasdaq Global Select Market
Market cap (USD)
$58.5B
$16.1B
Gross margin (TTM)
54.6%
68.3%
Operating margin (TTM)
26.4%
16.9%
Net margin (TTM)
16.5%
11.8%
Sector
Technology
Technology
Industry
Semiconductors
Hardware, Equipment & Parts
HQ country
NL
US
Primary segment
Automotive
Field Systems
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
64 / 100
67 / 100
Moat domains
Demand, Supply, Network, Legal
Demand, Network, Supply
Last update
2025-12-22
2026-01-09

Moat coverage

Shared moat types

Design In QualificationEcosystem Complements

NXP Semiconductors N.V. strengths

Training Org Change CostsCapacity MoatProcurement InertiaScope EconomiesCapex Knowhow ScaleCompliance Advantage

Trimble Inc. strengths

Data Workflow LockinInstalled Base ConsumablesDistribution ControlTwo Sided NetworkData Network Effects

Segment mix

NXP Semiconductors N.V. segments

Full profile >

Automotive

Oligopoly

56.7%

Industrial & IoT

Competitive

18%

Mobile

Oligopoly

11.9%

Communication Infrastructure & Other

Oligopoly

13.5%

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.