VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

PACCAR Inc vs Roche Holding AG

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

PACCAR Inc

PCAR · NASDAQ

Market cap (USD)$57.5B
SectorIndustrials
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

Roche Holding AG

ROG · SIX Swiss Exchange

Market cap (USD)
SectorHealthcare
CountryCH
Data as of2025-12-28
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 Roche Holding AG's moat claims, evidence, and risks.

View ROG analysis

Comparison highlights

  • Moat score gap: PACCAR Inc leads (75 / 100 vs 68 / 100 for Roche Holding AG).
  • Segment focus: PACCAR Inc has 3 segments (73.8% in Truck); Roche Holding AG has 2 segments (76.3% in Pharmaceuticals).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: PACCAR Inc has 8 moat types across 3 domains; Roche Holding AG has 5 across 3.

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%

Roche Holding AG

Pharmaceuticals

Market

Innovative (branded) prescription pharmaceuticals

Geography

Global

Customer

Healthcare providers and systems (hospitals/clinics), payers/governments, and patients

Role

Innovator pharmaceutical developer, manufacturer and marketer

Revenue share

76.3%

Side-by-side metrics

PACCAR Inc
Roche Holding AG
Ticker / Exchange
PCAR - NASDAQ
ROG - SIX Swiss Exchange
Market cap (USD)
$57.5B
n/a
Sector
Industrials
Healthcare
HQ country
US
CH
Primary segment
Truck
Pharmaceuticals
Market structure
Oligopoly
Competitive
Market share
30%-31% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
75 / 100
68 / 100
Moat domains
Demand, Supply, Financial
Legal, Supply, Demand
Last update
2026-01-01
2025-12-28

Moat coverage

Shared moat types

Capex Knowhow ScaleInstalled Base Consumables

PACCAR Inc strengths

Brand TrustService Field NetworkPhysical Network DensityDistribution ControlCost Of Capital AdvantageCaptive finance integration

Roche Holding AG strengths

IP Choke PointData Workflow LockinRegulated Standards Pipe

Segment mix

PACCAR Inc segments

Full profile >

Truck

Oligopoly

73.8%

Parts

Competitive

19.8%

Financial Services

Competitive

6.2%

Roche Holding AG segments

Full profile >

Pharmaceuticals

Competitive

76.3%

Diagnostics

Oligopoly

23.7%

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.