VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Saturday, January 10, 2026
Stock Comparison
SAP SE vs Trimble Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
SAP SE
SAP · XETRA
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Trimble Inc.
TRMB · Nasdaq Global Select Market
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 analysisComparison highlights
- Moat score gap: Trimble Inc. leads (67 / 100 vs 65 / 100 for SAP SE).
- Segment focus: SAP SE has 2 segments (87.3% in Cloud and Software); Trimble Inc. has 3 segments (41.7% in Field Systems).
- Moat breadth: SAP SE has 6 moat types across 3 domains; Trimble Inc. has 7 across 3.
Primary market context
SAP SE
Cloud and Software
Enterprise application software suites and cloud subscriptions (ERP-centric) plus platform services
Global
Large enterprises and upper mid-market
Software vendor (SaaS + on-prem support + platform)
87.3%
Trimble Inc.
Field Systems
High-precision positioning & field solutions (geospatial, construction machine control, positioning/correction services)
Global
Surveyors, mapping professionals, civil construction contractors, governments, utilities
Field hardware + software + subscription positioning services
41.7%
Side-by-side metrics
Moat coverage
Shared moat types
SAP SE strengths
Trimble Inc. strengths
Segment mix
SAP SE segments
Full profile >Cloud and Software
Oligopoly
Services
Competitive
Trimble Inc. segments
Full profile >Architects, Engineers, Construction and Owners
Competitive
Field Systems
Oligopoly
Transportation and Logistics
Competitive
Want the full wide moat stocks list?
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View the moat stocks listLooking for expansion-stage stocks?
Proven models entering the expansion stage with unit economics that work.
View expansion-stage stocksCuration & 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.