VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

PACCAR Inc vs Vulcan Materials Company

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

PACCAR Inc

PCAR · NASDAQ

Market cap (USD)$58.5B
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

Vulcan Materials Company

VMC · New York Stock Exchange

Market cap (USD)$38.3B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorMaterials
IndustryConstruction Materials
CountryUS
Data as of2026-01-01
Moat score
73/ 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 Vulcan Materials Company's moat claims, evidence, and risks.

View VMC analysis

Comparison highlights

  • Moat score gap: PACCAR Inc leads (75 / 100 vs 73 / 100 for Vulcan Materials Company).
  • Segment focus: PACCAR Inc has 3 segments (73.8% in Truck); Vulcan Materials Company has 3 segments (74.4% in Aggregates).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: PACCAR Inc has 8 moat types across 3 domains; Vulcan Materials Company has 5 across 2.

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%

Vulcan Materials Company

Aggregates

Market

Construction aggregates (crushed stone, sand & gravel)

Geography

United States (local/regional markets)

Customer

Construction contractors and public infrastructure agencies

Role

Upstream raw materials producer

Revenue share

74.4%

Side-by-side metrics

PACCAR Inc
Vulcan Materials Company
Ticker / Exchange
PCAR - NASDAQ
VMC - New York Stock Exchange
Market cap (USD)
$58.5B
$38.3B
Gross margin (TTM)
17.4%
n/a
Operating margin (TTM)
11.4%
n/a
Net margin (TTM)
9.1%
n/a
Sector
Industrials
Materials
Industry
Agricultural - Machinery
Construction Materials
HQ country
US
US
Primary segment
Truck
Aggregates
Market structure
Oligopoly
Oligopoly
Market share
30%-31% (reported)
8%-11% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
75 / 100
73 / 100
Moat domains
Demand, Supply, Financial
Legal, Supply
Last update
2026-01-01
2026-01-01

Moat coverage

Shared moat types

Physical Network Density

PACCAR Inc strengths

Brand TrustService Field NetworkCapex Knowhow ScaleInstalled Base ConsumablesDistribution ControlCost Of Capital AdvantageCaptive finance integration

Vulcan Materials Company strengths

Permits Rights Of WayGeographic NaturalScale Economies Unit CostSupply Chain Control

Segment mix

PACCAR Inc segments

Full profile >

Truck

Oligopoly

73.8%

Parts

Competitive

19.8%

Financial Services

Competitive

6.2%

Vulcan Materials Company segments

Full profile >

Aggregates

Oligopoly

74.4%

Asphalt

Competitive

16.8%

Concrete

Competitive

8.8%

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.