VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Sony Group Corporation vs TransDigm Group Incorporated

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

Sony Group Corporation

6758 · Tokyo Stock Exchange

Market cap (USD)
SectorConsumer
CountryJP
Data as of2025-12-29
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 Sony Group Corporation's moat claims, evidence, and risks.

View 6758 analysis

TransDigm Group Incorporated

TDG · New York Stock Exchange

Market cap (USD)$74.1B
SectorIndustrials
CountryUS
Data as of2025-12-31
Moat score
84/ 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 TransDigm Group Incorporated's moat claims, evidence, and risks.

View TDG analysis

Comparison highlights

  • Moat score gap: TransDigm Group Incorporated leads (84 / 100 vs 75 / 100 for Sony Group Corporation).
  • Segment focus: Sony Group Corporation has 5 segments (37.8% in Game & Network Services); TransDigm Group Incorporated has 3 segments (51.6% in Power & Control).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Strong.
  • Moat breadth: Sony Group Corporation has 8 moat types across 4 domains; TransDigm Group Incorporated has 5 across 3.

Primary market context

Sony Group Corporation

Game & Network Services

Market

Console gaming platforms and associated network services

Geography

Global

Customer

Consumers (players) and game developers/publishers

Role

Platform owner + publisher + hardware OEM

Revenue share

37.8%

TransDigm Group Incorporated

Power & Control

Market

Highly engineered aerospace power & control components (OEM and aftermarket)

Geography

Global

Customer

Commercial airlines, aircraft OEMs, defense OEMs, governments, aerospace distributors

Role

Tier 2/3 component OEM, aftermarket spares, repair/overhaul

Revenue share

51.6%

Side-by-side metrics

Sony Group Corporation
TransDigm Group Incorporated
Ticker / Exchange
6758 - Tokyo Stock Exchange
TDG - New York Stock Exchange
Market cap (USD)
n/a
$74.1B
Sector
Consumer
Industrials
HQ country
JP
US
Primary segment
Game & Network Services
Power & Control
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
75 / 100
84 / 100
Moat domains
Network, Legal, Demand, Supply
Demand, Legal, Supply
Last update
2025-12-29
2025-12-31

Moat coverage

Shared moat types

No overlap yet.

Sony Group Corporation strengths

Two Sided NetworkEcosystem ComplementsContent Rights CurrencyReputation ReviewsDistribution ControlBrand TrustCapex Knowhow ScaleLearning Curve Yield

TransDigm Group Incorporated strengths

Design In QualificationInstalled Base ConsumablesRegulated Standards PipeOperational ExcellenceSmall legacy non-aviation portfolio

Segment mix

Sony Group Corporation segments

Full profile >

Game & Network Services

Oligopoly

37.8%

Music

Oligopoly

15.1%

Pictures

Oligopoly

12.5%

Entertainment, Technology & Services

Competitive

19.6%

Imaging & Sensing Solutions

Quasi-Monopoly

14.2%

TransDigm Group Incorporated segments

Full profile >

Power & Control

Competitive

51.6%

Airframe

Competitive

46.6%

Non-aviation

Competitive

1.8%

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.