VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

PACCAR Inc vs Schneider Electric SE

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

Schneider Electric SE

SU.PA · Euronext Paris

Market cap (USD)
SectorIndustrials
CountryFR
Data as of2025-12-31
Moat score
72/ 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 Schneider Electric SE's moat claims, evidence, and risks.

View SU.PA analysis

Comparison highlights

  • Moat score gap: PACCAR Inc leads (75 / 100 vs 72 / 100 for Schneider Electric SE).
  • Segment focus: PACCAR Inc has 3 segments (73.8% in Truck); Schneider Electric SE has 2 segments (81.6% in Energy Management).
  • Moat breadth: PACCAR Inc has 8 moat types across 3 domains; Schneider Electric SE 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%

Schneider Electric SE

Energy Management

Market

Energy management and electrical distribution equipment, systems and services (low/medium voltage, building and data-center electrical infrastructure, secure power, grid and energy digitalization)

Geography

Global

Customer

Buildings, data centers, industrial sites, infrastructure owners/operators; channel partners (contractors, distributors, system integrators)

Role

Manufacturer + system integrator + digital/field services provider

Revenue share

81.6%

Side-by-side metrics

PACCAR Inc
Schneider Electric SE
Ticker / Exchange
PCAR - NASDAQ
SU.PA - Euronext Paris
Market cap (USD)
$57.5B
n/a
Sector
Industrials
Industrials
HQ country
US
FR
Primary segment
Truck
Energy Management
Market structure
Oligopoly
Oligopoly
Market share
30%-31% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
75 / 100
72 / 100
Moat domains
Demand, Supply, Financial
Network, Supply, Demand
Last update
2026-01-01
2025-12-31

Moat coverage

Shared moat types

Service Field NetworkInstalled Base ConsumablesDistribution Control

PACCAR Inc strengths

Brand TrustCapex Knowhow ScalePhysical Network DensityCost Of Capital AdvantageCaptive finance integration

Schneider Electric SE strengths

Ecosystem ComplementsData Workflow Lockin

Segment mix

PACCAR Inc segments

Full profile >

Truck

Oligopoly

73.8%

Parts

Competitive

19.8%

Financial Services

Competitive

6.2%

Schneider Electric SE segments

Full profile >

Energy Management

Oligopoly

81.6%

Industrial Automation

Oligopoly

18.4%

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.