VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

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Stock Comparison

PACCAR Inc vs ResMed Inc.

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

PACCAR Inc

PCAR · NASDAQ

Market cap (USD)$59.3B
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

ResMed Inc.

RMD · New York Stock Exchange

Market cap (USD)$36B
Gross margin (TTM)60.1%
Operating margin (TTM)33.2%
Net margin (TTM)27.4%
SectorHealthcare
IndustryMedical - Instruments & Supplies
CountryUS
Data as of2026-01-04
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 ResMed Inc.'s moat claims, evidence, and risks.

View RMD analysis

Comparison highlights

  • Moat score gap: ResMed Inc. leads (76 / 100 vs 75 / 100 for PACCAR Inc).
  • Segment focus: PACCAR Inc has 3 segments (73.8% in Truck); ResMed Inc. has 2 segments (87.5% in Sleep and Breathing Health).
  • Moat breadth: PACCAR Inc has 8 moat types across 3 domains; ResMed Inc. has 7 across 2.

Primary market context

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%

ResMed Inc.

Sleep and Breathing Health

Market

Sleep apnea and respiratory care devices and related consumables (PAP, masks, ventilation) plus connected monitoring services

Geography

Global

Customer

DME/HME providers, sleep clinics, hospitals, patients

Role

Medical device OEM + connected care software/data services

Revenue share

87.5%

Side-by-side metrics

PACCAR Inc
ResMed Inc.
Ticker / Exchange
PCAR - NASDAQ
RMD - New York Stock Exchange
Market cap (USD)
$59.3B
$36B
Gross margin (TTM)
17.4%
60.1%
Operating margin (TTM)
11.4%
33.2%
Net margin (TTM)
9.1%
27.4%
Sector
Industrials
Healthcare
Industry
Agricultural - Machinery
Medical - Instruments & Supplies
HQ country
US
US
Primary segment
Truck
Sleep and Breathing Health
Market structure
Oligopoly
Oligopoly
Market share
30%-31% (reported)
58%-66% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
75 / 100
76 / 100
Moat domains
Demand, Supply, Financial
Demand, Legal
Last update
2026-01-01
2026-01-04

Moat coverage

Shared moat types

Brand TrustInstalled Base Consumables

PACCAR Inc strengths

Service Field NetworkCapex Knowhow ScalePhysical Network DensityDistribution ControlCost Of Capital AdvantageCaptive finance integration

ResMed Inc. strengths

Data Workflow LockinCompliance AdvantageIP Choke PointLong Term ContractsTraining Org Change Costs

Segment mix

PACCAR Inc segments

Full profile >

Truck

Oligopoly

73.8%

Parts

Competitive

19.8%

Financial Services

Competitive

6.2%

ResMed Inc. segments

Full profile >

Sleep and Breathing Health

Oligopoly

87.5%

Residential Care Software

Competitive

12.5%

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.

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.