VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Thursday, January 1, 2026

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Stock Comparison

PACCAR Inc vs United Parcel Service, Inc.

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

United Parcel Service, Inc.

UPS · New York Stock Exchange

Market cap (USD)$86.5B
SectorIndustrials
CountryUS
Data as of2025-12-22
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 United Parcel Service, Inc.'s moat claims, evidence, and risks.

View UPS analysis

Comparison highlights

  • Moat score gap: PACCAR Inc leads (75 / 100 vs 72 / 100 for United Parcel Service, Inc.).
  • Segment focus: PACCAR Inc has 3 segments (73.8% in Truck); United Parcel Service, Inc. has 3 segments (66.3% in U.S. Domestic Package).
  • Moat breadth: PACCAR Inc has 8 moat types across 3 domains; United Parcel Service, Inc. has 8 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%

United Parcel Service, Inc.

U.S. Domestic Package

Market

U.S. small parcel and time-definite package delivery

Geography

United States

Customer

B2B and B2C shippers (including e-commerce)

Role

Integrated parcel carrier (pickup, sort, linehaul, last-mile)

Revenue share

66.3%

Side-by-side metrics

PACCAR Inc
United Parcel Service, Inc.
Ticker / Exchange
PCAR - NASDAQ
UPS - New York Stock Exchange
Market cap (USD)
$57.5B
$86.5B
Sector
Industrials
Industrials
HQ country
US
US
Primary segment
Truck
U.S. Domestic Package
Market structure
Oligopoly
Oligopoly
Market share
30%-31% (reported)
34.3% (reported)
HHI estimate
n/a
2,639
Pricing power
Moderate
Moderate
Moat score
75 / 100
72 / 100
Moat domains
Demand, Supply, Financial
Supply, Financial, Demand
Last update
2026-01-01
2025-12-22

Moat coverage

Shared moat types

Brand TrustService Field NetworkPhysical Network Density

PACCAR Inc strengths

Capex Knowhow ScaleInstalled Base ConsumablesDistribution ControlCost Of Capital AdvantageCaptive finance integration

United Parcel Service, Inc. strengths

Scale Economies Unit CostBenchmark Pricing PowerData Workflow LockinOperational ExcellenceScope Economies

Segment mix

PACCAR Inc segments

Full profile >

Truck

Oligopoly

73.8%

Parts

Competitive

19.8%

Financial Services

Competitive

6.2%

United Parcel Service, Inc. segments

Full profile >

U.S. Domestic Package

Oligopoly

66.3%

International Package

Oligopoly

19.7%

Supply Chain Solutions

Competitive

14%

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.