VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 10, 2026

Stock Comparison

PACCAR Inc vs Trimble Inc.

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

PACCAR Inc

PCAR · NASDAQ

Market cap (USD)$62.4B
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

Trimble Inc.

TRMB · Nasdaq Global Select Market

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
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: PACCAR Inc leads (75 / 100 vs 67 / 100 for Trimble Inc.).
  • Segment focus: PACCAR Inc has 3 segments (73.8% in Truck); Trimble Inc. has 3 segments (41.7% in Field Systems).
  • Moat breadth: PACCAR Inc has 8 moat types across 3 domains; Trimble Inc. has 7 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%

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

PACCAR Inc
Trimble Inc.
Ticker / Exchange
PCAR - NASDAQ
TRMB - Nasdaq Global Select Market
Market cap (USD)
$62.4B
n/a
Gross margin (TTM)
17.4%
n/a
Operating margin (TTM)
11.4%
n/a
Net margin (TTM)
9.1%
n/a
Sector
Industrials
Technology
Industry
Agricultural - Machinery
n/a
HQ country
US
US
Primary segment
Truck
Field Systems
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
67 / 100
Moat domains
Demand, Supply, Financial
Demand, Network, Supply
Last update
2026-01-01
2026-01-09

Moat coverage

Shared moat types

Installed Base ConsumablesDistribution Control

PACCAR Inc strengths

Brand TrustService Field NetworkCapex Knowhow ScalePhysical Network DensityCost Of Capital AdvantageCaptive finance integration

Trimble Inc. strengths

Data Workflow LockinEcosystem ComplementsDesign In QualificationTwo Sided NetworkData Network Effects

Segment mix

PACCAR Inc segments

Full profile >

Truck

Oligopoly

73.8%

Parts

Competitive

19.8%

Financial Services

Competitive

6.2%

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.

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Proven models entering the expansion stage with unit economics that work.

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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.