VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

ABB Ltd vs Airbus SE

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

ABB Ltd

ABBN · SIX Swiss Exchange

Market cap (USD)$136.3B
SectorIndustrials
CountryCH
Data as of2025-12-31
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 ABB Ltd's moat claims, evidence, and risks.

View ABBN 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 73 / 100 for ABB Ltd).
  • Segment focus: ABB Ltd has 4 segments (46.2% in Electrification); Airbus SE has 3 segments (71.7% in Commercial Aircraft).
  • Primary market structure: Oligopoly vs Duopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: ABB Ltd has 6 moat types across 3 domains; Airbus SE has 5 across 3.

Primary market context

ABB Ltd

Electrification

Market

Low- and medium-voltage electrification equipment and solutions

Geography

Global

Customer

B2B/B2G

Role

Manufacturer and solutions provider; channel-led distribution; after-sales service

Revenue share

46.2%

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

ABB Ltd
Airbus SE
Ticker / Exchange
ABBN - SIX Swiss Exchange
AIR - Euronext Paris
Market cap (USD)
$136.3B
n/a
Sector
Industrials
Industrials
HQ country
CH
NL
Primary segment
Electrification
Commercial Aircraft
Market structure
Oligopoly
Duopoly
Market share
n/a
68.8% (implied)
HHI estimate
n/a
5,704
Pricing power
Moderate
Moderate
Moat score
73 / 100
91 / 100
Moat domains
Supply, Demand, Network
Supply, Demand, Legal
Last update
2025-12-31
2026-01-01

Moat coverage

Shared moat types

Service Field Network

ABB Ltd strengths

Distribution ControlBrand TrustData Workflow LockinInstalled Base ConsumablesEcosystem Complements

Airbus SE strengths

Capex Knowhow ScaleTraining Org Change CostsLong Term ContractsGovernment Contracting Relationships

Segment mix

ABB Ltd segments

Full profile >

Electrification

Oligopoly

46.2%

Motion

Oligopoly

22%

Process Automation

Oligopoly

20.5%

Robotics & Discrete Automation

Oligopoly

9.8%

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.