VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Advantech Co., Ltd. vs Airbus SE

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

Advantech Co., Ltd.

2395 · Taiwan Stock Exchange

Market cap (USD)
SectorTechnology
CountryTW
Data as of2025-12-28
Moat score
62/ 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 Advantech Co., Ltd.'s moat claims, evidence, and risks.

View 2395 analysis

Airbus SE

AIR · Euronext Paris

Market cap (USD)
SectorIndustrials
CountryNL
Data as of2026-01-01
Moat score
91/ 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 Airbus SE's moat claims, evidence, and risks.

View AIR analysis

Comparison highlights

  • Moat score gap: Airbus SE leads (91 / 100 vs 62 / 100 for Advantech Co., Ltd.).
  • Segment focus: Advantech Co., Ltd. has 3 segments (49% in Industrial Computer and Industrial Control); Airbus SE has 3 segments (71.7% in Commercial Aircraft).
  • Primary market structure: Competitive vs Duopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Advantech Co., Ltd. has 5 moat types across 3 domains; Airbus SE has 5 across 3.

Primary market context

Advantech Co., Ltd.

Industrial Computer and Industrial Control

Market

Industrial PCs and industrial control computing (industrial automation, edge industrial computing)

Geography

Global

Customer

Industrial enterprises, system integrators, and industrial OEMs

Role

Industrial computing OEM + solution integrator

Revenue share

49%

Airbus SE

Commercial Aircraft

Market

Large commercial jet aircraft manufacturing (narrowbody and widebody)

Geography

Global

Customer

Airlines and aircraft lessors

Role

OEM / integrator

Revenue share

71.7%

Side-by-side metrics

Advantech Co., Ltd.
Airbus SE
Ticker / Exchange
2395 - Taiwan Stock Exchange
AIR - Euronext Paris
Market cap (USD)
n/a
n/a
Sector
Technology
Industrials
HQ country
TW
NL
Primary segment
Industrial Computer and Industrial Control
Commercial Aircraft
Market structure
Competitive
Duopoly
Market share
n/a
68.8% (implied)
HHI estimate
n/a
5,704
Pricing power
Moderate
Moderate
Moat score
62 / 100
91 / 100
Moat domains
Demand, Supply, Network
Supply, Demand, Legal
Last update
2025-12-28
2026-01-01

Moat coverage

Shared moat types

Service Field Network

Advantech Co., Ltd. strengths

Design In QualificationEcosystem ComplementsData Workflow LockinInstalled Base Consumables

Airbus SE strengths

Capex Knowhow ScaleTraining Org Change CostsLong Term ContractsGovernment Contracting Relationships

Segment mix

Advantech Co., Ltd. segments

Full profile >

Industrial Computer and Industrial Control

Competitive

49%

Embedded Boards and Chassis

Competitive

41%

After-sales Service and Others

Competitive

10%

Airbus SE segments

Full profile >

Commercial Aircraft

Duopoly

71.7%

Helicopters

Oligopoly

11.2%

Defence and Space

Oligopoly

17.1%

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.