VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 10, 2026

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Stock Comparison

Trimble Inc. vs Visa Inc.

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

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

Visa Inc.

V · New York Stock Exchange

Market cap (USD)$678.7B
Gross margin (TTM)80.4%
Operating margin (TTM)60%
Net margin (TTM)50.1%
SectorFinancials
IndustryFinancial - Credit Services
CountryUS
Data as of2025-12-21
Moat score
77/ 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 Visa Inc.'s moat claims, evidence, and risks.

View V analysis

Comparison highlights

  • Moat score gap: Visa Inc. leads (77 / 100 vs 67 / 100 for Trimble Inc.).
  • Segment focus: Trimble Inc. has 3 segments (41.7% in Field Systems); Visa Inc. has 4 segments (35.9% in Data processing revenue).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs n/a.
  • Moat breadth: Trimble Inc. has 7 moat types across 3 domains; Visa Inc. has 7 across 4.

Primary market context

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%

Visa Inc.

Data processing revenue

Market

Payment transaction processing (authorization, clearing and settlement) for VisaNet and related network access

Geography

Global

Customer

Issuers, acquirers, payment processors

Role

Network processor / switch (authorization, clearing, settlement)

Revenue share

35.9%

Side-by-side metrics

Trimble Inc.
Visa Inc.
Ticker / Exchange
TRMB - Nasdaq Global Select Market
V - New York Stock Exchange
Market cap (USD)
n/a
$678.7B
Gross margin (TTM)
n/a
80.4%
Operating margin (TTM)
n/a
60%
Net margin (TTM)
n/a
50.1%
Sector
Technology
Financials
Industry
n/a
Financial - Credit Services
HQ country
US
US
Primary segment
Field Systems
Data processing revenue
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
n/a
Moat score
67 / 100
77 / 100
Moat domains
Demand, Network, Supply
Network, Demand, Supply, Legal
Last update
2026-01-09
2025-12-21

Moat coverage

Shared moat types

Data Workflow LockinTwo Sided Network

Trimble Inc. strengths

Ecosystem ComplementsInstalled Base ConsumablesDesign In QualificationDistribution ControlData Network Effects

Visa Inc. strengths

Brand TrustClearing SettlementCapex Knowhow ScaleCompliance AdvantageSuite Bundling

Segment mix

Trimble Inc. segments

Full profile >

Architects, Engineers, Construction and Owners

Competitive

36.9%

Field Systems

Oligopoly

41.7%

Transportation and Logistics

Competitive

21.4%

Visa Inc. segments

Full profile >

Service revenue

Oligopoly

31.5%

Data processing revenue

Oligopoly

35.9%

International transaction revenue

Oligopoly

25.4%

Other revenue

Competitive

7.3%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.