VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Thursday, January 8, 2026

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Stock Comparison

PACCAR Inc vs Tesla, 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

Tesla, Inc.

TSLA · NASDAQ

Market cap (USD)$1.5T
Gross margin (TTM)17%
Operating margin (TTM)4.7%
Net margin (TTM)5.5%
SectorConsumer
IndustryAuto - Manufacturers
CountryUS
Data as of2026-01-05
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 Tesla, Inc.'s moat claims, evidence, and risks.

View TSLA analysis

Comparison highlights

  • Moat score: both at 75 / 100.
  • Segment focus: PACCAR Inc has 3 segments (73.8% in Truck); Tesla, Inc. has 3 segments (78.9% in Automotive (vehicles + software + leasing + regulatory credits)).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: PACCAR Inc has 8 moat types across 3 domains; Tesla, Inc. has 9 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%

Tesla, Inc.

Automotive (vehicles + software + leasing + regulatory credits)

Market

Battery-electric passenger vehicles (BEV) and connected vehicle software

Geography

United States (market share datapoint); global competition

Customer

Consumers and small fleets

Role

OEM (design, manufacture, direct-to-consumer sales)

Revenue share

78.9%

Side-by-side metrics

PACCAR Inc
Tesla, Inc.
Ticker / Exchange
PCAR - NASDAQ
TSLA - NASDAQ
Market cap (USD)
$59.3B
$1.5T
Gross margin (TTM)
17.4%
17%
Operating margin (TTM)
11.4%
4.7%
Net margin (TTM)
9.1%
5.5%
Sector
Industrials
Consumer
Industry
Agricultural - Machinery
Auto - Manufacturers
HQ country
US
US
Primary segment
Truck
Automotive (vehicles + software + leasing + regulatory credits)
Market structure
Oligopoly
Competitive
Market share
30%-31% (reported)
56.7% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
75 / 100
75 / 100
Moat domains
Demand, Supply, Financial
Network, Supply, Demand
Last update
2026-01-01
2026-01-05

Moat coverage

Shared moat types

Brand TrustService Field NetworkCapex Knowhow ScalePhysical Network Density

PACCAR Inc strengths

Installed Base ConsumablesDistribution ControlCost Of Capital AdvantageCaptive finance integration

Tesla, Inc. strengths

Data Network EffectsSwitching Costs GeneralScope EconomiesData Workflow LockinScale Economies Unit Cost

Segment mix

PACCAR Inc segments

Full profile >

Truck

Oligopoly

73.8%

Parts

Competitive

19.8%

Financial Services

Competitive

6.2%

Tesla, Inc. segments

Full profile >

Automotive (vehicles + software + leasing + regulatory credits)

Competitive

78.9%

Services and Other (Supercharging + after-sales + used vehicles + insurance)

Quasi-Monopoly

10.8%

Energy Generation and Storage (Megapack + Powerwall + solar)

Oligopoly

10.3%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

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.