VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

ABB Ltd vs TransDigm Group Incorporated

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)$127.8B
Gross margin (TTM)41.1%
Operating margin (TTM)18.8%
Net margin (TTM)14.3%
SectorIndustrials
IndustryElectrical Equipment & Parts
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

TransDigm Group Incorporated

TDG · New York Stock Exchange

Market cap (USD)$75.6B
Gross margin (TTM)59%
Operating margin (TTM)46.5%
Net margin (TTM)21.6%
SectorIndustrials
IndustryAerospace & Defense
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 73 / 100 for ABB Ltd).
  • Segment focus: ABB Ltd has 4 segments (46.2% in Electrification); TransDigm Group Incorporated has 3 segments (51.6% in Power & Control).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Strong.
  • Moat breadth: ABB Ltd has 6 moat types across 3 domains; TransDigm Group Incorporated 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%

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

ABB Ltd
TransDigm Group Incorporated
Ticker / Exchange
ABBN - SIX Swiss Exchange
TDG - New York Stock Exchange
Market cap (USD)
$127.8B
$75.6B
Gross margin (TTM)
41.1%
59%
Operating margin (TTM)
18.8%
46.5%
Net margin (TTM)
14.3%
21.6%
Sector
Industrials
Industrials
Industry
Electrical Equipment & Parts
Aerospace & Defense
HQ country
CH
US
Primary segment
Electrification
Power & Control
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
73 / 100
84 / 100
Moat domains
Supply, Demand, Network
Demand, Legal, Supply
Last update
2025-12-31
2025-12-31

Moat coverage

Shared moat types

Installed Base Consumables

ABB Ltd strengths

Distribution ControlBrand TrustService Field NetworkData Workflow LockinEcosystem Complements

TransDigm Group Incorporated strengths

Design In QualificationRegulated Standards PipeOperational ExcellenceSmall legacy non-aviation portfolio

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%

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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Proven models entering the expansion stage with unit economics that work.

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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.