VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 10, 2026

Stock Comparison

The Charles Schwab Corporation vs Trimble Inc.

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

The Charles Schwab Corporation

SCHW · New York Stock Exchange

Market cap (USD)$182.2B
Gross margin (TTM)84.4%
Operating margin (TTM)39%
Net margin (TTM)30.3%
SectorFinancials
IndustryFinancial - Capital Markets
CountryUS
Data as of2025-12-26
Moat score
74/ 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 The Charles Schwab Corporation's moat claims, evidence, and risks.

View SCHW analysis

Trimble Inc.

TRMB · Nasdaq Global Select Market

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
CountryUS
Data as of2026-01-09
Moat score
67/ 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 Trimble Inc.'s moat claims, evidence, and risks.

View TRMB analysis

Comparison highlights

  • Moat score gap: The Charles Schwab Corporation leads (74 / 100 vs 67 / 100 for Trimble Inc.).
  • Segment focus: The Charles Schwab Corporation has 2 segments (79.4% in Investor Services); Trimble Inc. has 3 segments (41.7% in Field Systems).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: The Charles Schwab Corporation has 7 moat types across 4 domains; Trimble Inc. has 7 across 3.

Primary market context

The Charles Schwab Corporation

Investor Services

Market

U.S. retail brokerage, self-directed investing, and wealth management platforms

Geography

United States

Customer

Retail investors, employers, retirement plan sponsors

Role

Broker-dealer + bank + wealth manager platform

Revenue share

79.4%

Trimble Inc.

Field Systems

Market

High-precision positioning & field solutions (geospatial, construction machine control, positioning/correction services)

Geography

Global

Customer

Surveyors, mapping professionals, civil construction contractors, governments, utilities

Role

Field hardware + software + subscription positioning services

Revenue share

41.7%

Side-by-side metrics

The Charles Schwab Corporation
Trimble Inc.
Ticker / Exchange
SCHW - New York Stock Exchange
TRMB - Nasdaq Global Select Market
Market cap (USD)
$182.2B
n/a
Gross margin (TTM)
84.4%
n/a
Operating margin (TTM)
39%
n/a
Net margin (TTM)
30.3%
n/a
Sector
Financials
Technology
Industry
Financial - Capital Markets
n/a
HQ country
US
US
Primary segment
Investor Services
Field Systems
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
74 / 100
67 / 100
Moat domains
Supply, Demand, Financial, Network
Demand, Network, Supply
Last update
2025-12-26
2026-01-09

Moat coverage

Shared moat types

Data Workflow LockinEcosystem Complements

The Charles Schwab Corporation strengths

Scale Economies Unit CostSuite BundlingBrand TrustFloat PrepaymentService Field Network

Trimble Inc. strengths

Installed Base ConsumablesDesign In QualificationDistribution ControlTwo Sided NetworkData Network Effects

Segment mix

The Charles Schwab Corporation segments

Full profile >

Investor Services

Oligopoly

79.4%

Advisor Services

Oligopoly

20.6%

Trimble Inc. segments

Full profile >

Architects, Engineers, Construction and Owners

Competitive

36.9%

Field Systems

Oligopoly

41.7%

Transportation and Logistics

Competitive

21.4%

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.