VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Keyence Corporation vs The Boeing Company

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

Keyence Corporation

6861.T · Tokyo Stock Exchange

Market cap (USD)$87.6B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
CountryJP
Data as of2026-01-02
Moat score
73/ 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 Keyence Corporation's moat claims, evidence, and risks.

View 6861.T analysis

The Boeing Company

BA · New York Stock Exchange

Market cap (USD)$168.3B
Gross margin (TTM)1.2%
Operating margin (TTM)-10.4%
Net margin (TTM)-12.2%
SectorIndustrials
IndustryAerospace & Defense
CountryUS
Data as of2025-12-23
Moat score
61/ 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 Boeing Company's moat claims, evidence, and risks.

View BA analysis

Comparison highlights

  • Moat score gap: Keyence Corporation leads (73 / 100 vs 61 / 100 for The Boeing Company).
  • Segment focus: Keyence Corporation has 3 segments; The Boeing Company has 3 segments (35.8% in Defense, Space & Security (BDS)).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Weak.
  • Moat breadth: Keyence Corporation has 7 moat types across 2 domains; The Boeing Company has 9 across 3.

Primary market context

Keyence Corporation

Sensors & Safety/Static Control

Market

Industrial sensors and safety/static control for factory automation

Geography

Global

Customer

Manufacturers (production/automation teams) and machine builders

Role

Component OEM and application-solution provider

The Boeing Company

Defense, Space & Security (BDS)

Market

Defense aerospace & space prime contracting (air, space, and mission systems)

Geography

Primarily U.S., with international programs

Customer

U.S. and allied governments; defense agencies

Role

Prime contractor / systems integrator

Revenue share

35.8%

Side-by-side metrics

Keyence Corporation
The Boeing Company
Ticker / Exchange
6861.T - Tokyo Stock Exchange
BA - New York Stock Exchange
Market cap (USD)
$87.6B
$168.3B
Gross margin (TTM)
n/a
1.2%
Operating margin (TTM)
n/a
-10.4%
Net margin (TTM)
n/a
-12.2%
Sector
Technology
Industrials
Industry
n/a
Aerospace & Defense
HQ country
JP
US
Primary segment
Sensors & Safety/Static Control
Defense, Space & Security (BDS)
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Weak
Moat score
73 / 100
61 / 100
Moat domains
Supply, Demand
Legal, Supply, Demand
Last update
2026-01-02
2025-12-23

Moat coverage

Shared moat types

Service Field NetworkDesign In Qualification

Keyence Corporation strengths

Learning Curve YieldOperational ExcellenceDistribution ControlScope EconomiesBrand Trust

The Boeing Company strengths

Regulated Standards PipeCapex Knowhow ScaleGovernment Contracting RelationshipsLong Term ContractsCompliance AdvantageInstalled Base ConsumablesData Workflow Lockin

Segment mix

Keyence Corporation segments

Full profile >

Sensors & Safety/Static Control

Oligopoly

n/a

Machine Vision, Code Reading & Laser Marking

Oligopoly

n/a

Metrology & Microscopes

Oligopoly

n/a

The Boeing Company segments

Full profile >

Commercial Airplanes (BCA)

Duopoly

34.3%

Defense, Space & Security (BDS)

Oligopoly

35.8%

Global Services (BGS)

Competitive

29.9%

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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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.