VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Pool Corporation vs Tesla, Inc.

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

Pool Corporation

POOL · NASDAQ

Market cap (USD)$8.8B
Gross margin (TTM)29.6%
Operating margin (TTM)11.1%
Net margin (TTM)7.8%
SectorIndustrials
IndustryIndustrial - Distribution
CountryUS
Data as of2026-01-06
Moat score
56/ 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 Pool Corporation's moat claims, evidence, and risks.

View POOL 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 gap: Tesla, Inc. leads (75 / 100 vs 56 / 100 for Pool Corporation).
  • Segment focus: Pool Corporation has 1 segment (100% in Wholesale distribution (pool, irrigation, outdoor living)); Tesla, Inc. has 3 segments (78.9% in Automotive (vehicles + software + leasing + regulatory credits)).
  • Primary market structure: Competitive vs Competitive. Pricing power: Weak vs Moderate.
  • Moat breadth: Pool Corporation has 5 moat types across 2 domains; Tesla, Inc. has 9 across 3.

Primary market context

Pool Corporation

Wholesale distribution (pool, irrigation, outdoor living)

Market

Wholesale distribution of swimming pool, irrigation/landscape, and related outdoor living products

Geography

North America (majority), with operations in Europe and Australia

Customer

Pool builders/remodelers, pool service/repair professionals, specialty pool retailers, irrigation/landscape contractors, commercial pool operators

Role

Distributor / wholesaler

Revenue share

100%

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

Pool Corporation
Tesla, Inc.
Ticker / Exchange
POOL - NASDAQ
TSLA - NASDAQ
Market cap (USD)
$8.8B
$1.5T
Gross margin (TTM)
29.6%
17%
Operating margin (TTM)
11.1%
4.7%
Net margin (TTM)
7.8%
5.5%
Sector
Industrials
Consumer
Industry
Industrial - Distribution
Auto - Manufacturers
HQ country
US
US
Primary segment
Wholesale distribution (pool, irrigation, outdoor living)
Automotive (vehicles + software + leasing + regulatory credits)
Market structure
Competitive
Competitive
Market share
n/a
56.7% (reported)
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
56 / 100
75 / 100
Moat domains
Supply, Demand
Network, Supply, Demand
Last update
2026-01-06
2026-01-05

Moat coverage

Shared moat types

Physical Network DensityScale Economies Unit CostScope EconomiesData Workflow Lockin

Pool Corporation strengths

Procurement Inertia

Tesla, Inc. strengths

Data Network EffectsCapex Knowhow ScaleBrand TrustService Field NetworkSwitching Costs General

Segment mix

Pool Corporation segments

Full profile >

Wholesale distribution (pool, irrigation, outdoor living)

Competitive

100%

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.

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Looking for expansion-stage stocks?

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.