VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Old Dominion Freight Line, Inc. vs PACCAR Inc

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

Old Dominion Freight Line, Inc.

ODFL · The Nasdaq Stock Market LLC

Market cap (USD)$33.4B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
IndustryTrucking
CountryUS
Data as of2026-01-02
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 Old Dominion Freight Line, Inc.'s moat claims, evidence, and risks.

View ODFL analysis

PACCAR Inc

PCAR · NASDAQ

Market cap (USD)$58.5B
Gross margin (TTM)17.4%
Operating margin (TTM)11.4%
Net margin (TTM)9.1%
SectorIndustrials
IndustryAgricultural - Machinery
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: Old Dominion Freight Line, Inc. leads (76 / 100 vs 75 / 100 for PACCAR Inc).
  • Segment focus: Old Dominion Freight Line, Inc. has 2 segments (99.1% in LTL Services); PACCAR Inc has 3 segments (73.8% in Truck).
  • Moat breadth: Old Dominion Freight Line, Inc. has 7 moat types across 2 domains; PACCAR Inc has 8 across 3.

Primary market context

Old Dominion Freight Line, Inc.

LTL Services

Market

North American less-than-truckload (LTL) freight transportation

Geography

North America (primarily United States)

Customer

B2B shippers

Role

Asset-based LTL carrier (terminal network + pickup & delivery + linehaul)

Revenue share

99.1%

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

Old Dominion Freight Line, Inc.
PACCAR Inc
Ticker / Exchange
ODFL - The Nasdaq Stock Market LLC
PCAR - NASDAQ
Market cap (USD)
$33.4B
$58.5B
Gross margin (TTM)
n/a
17.4%
Operating margin (TTM)
n/a
11.4%
Net margin (TTM)
n/a
9.1%
Sector
Industrials
Industrials
Industry
Trucking
Agricultural - Machinery
HQ country
US
US
Primary segment
LTL Services
Truck
Market structure
Oligopoly
Oligopoly
Market share
11%-14% (implied)
30%-31% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
76 / 100
75 / 100
Moat domains
Supply, Demand
Demand, Supply, Financial
Last update
2026-01-02
2026-01-01

Moat coverage

Shared moat types

Physical Network DensityCapex Knowhow Scale

Old Dominion Freight Line, Inc. strengths

Operational ExcellenceReputation ReviewsSwitching Costs GeneralSuite BundlingProcurement Inertia

PACCAR Inc strengths

Brand TrustService Field NetworkInstalled Base ConsumablesDistribution ControlCost Of Capital AdvantageCaptive finance integration

Segment mix

Old Dominion Freight Line, Inc. segments

Full profile >

LTL Services

Oligopoly

99.1%

Other Services (Value-added logistics)

Competitive

0.9%

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.