VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Monday, December 29, 2025

Stock Comparison

HOYA Corporation vs The Boeing Company

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

HOYA Corporation

7741 · Tokyo Stock Exchange

Market cap (USD)$23.6B
SectorHealthcare
CountryJP
Data as of2025-12-28
Moat score
72/ 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 HOYA Corporation's moat claims, evidence, and risks.

View 7741 analysis

The Boeing Company

BA · New York Stock Exchange

Market cap (USD)
SectorIndustrials
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: HOYA Corporation leads (72 / 100 vs 61 / 100 for The Boeing Company).
  • Segment focus: HOYA Corporation has 5 segments (48.2% in Eye Health Domain (healthcare-related products)); The Boeing Company has 3 segments (35.8% in Defense, Space & Security (BDS)).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Weak.
  • Moat breadth: HOYA Corporation has 7 moat types across 3 domains; The Boeing Company has 9 across 3.

Primary market context

HOYA Corporation

Eye Health Domain (healthcare-related products)

Market

Ophthalmic products (eyeglass lenses, contact lens retail, intraocular lenses)

Geography

Global (eyeglass lenses & IOL); Japan (contact lens retail)

Customer

Optical retailers, consumers, hospitals/clinics

Role

Manufacturer and retailer

Revenue share

48.2%

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

HOYA Corporation
The Boeing Company
Ticker / Exchange
7741 - Tokyo Stock Exchange
BA - New York Stock Exchange
Market cap (USD)
$23.6B
n/a
Sector
Healthcare
Industrials
HQ country
JP
US
Primary segment
Eye Health Domain (healthcare-related products)
Defense, Space & Security (BDS)
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
72 / 100
61 / 100
Moat domains
Demand, Supply, Legal
Legal, Supply, Demand
Last update
2025-12-28
2025-12-23

Moat coverage

Shared moat types

Compliance AdvantageDesign In Qualification

HOYA Corporation strengths

Brand TrustPhysical Network DensityReputation ReviewsLearning Curve YieldNiche speech synthesis portfolio

The Boeing Company strengths

Regulated Standards PipeCapex Knowhow ScaleGovernment Contracting RelationshipsLong Term ContractsService Field NetworkInstalled Base ConsumablesData Workflow Lockin

Segment mix

HOYA Corporation segments

Full profile >

Eye Health Domain (healthcare-related products)

Oligopoly

48.2%

Med-Tech Domain (medical-related products)

Oligopoly

15.4%

Electronics-related products (semiconductor/display photomask materials, HDD substrates)

Oligopoly

30.6%

Imaging-related products (optical lenses and optical materials)

Competitive

5.3%

Other (speech synthesis software)

Competitive

0.5%

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?

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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.