VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Analog Devices, Inc. vs Airbus SE

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

Analog Devices, Inc.

ADI · Nasdaq Global Select Market

Market cap (USD)$133B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
CountryUS
Data as of2026-01-02
Moat score
59/ 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 Analog Devices, Inc.'s moat claims, evidence, and risks.

View ADI analysis

Airbus SE

AIR · Euronext Paris

Market cap (USD)$160.3B
Gross margin (TTM)15.5%
Operating margin (TTM)7.8%
Net margin (TTM)7%
SectorIndustrials
IndustryAerospace & Defense
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 59 / 100 for Analog Devices, Inc.).
  • Segment focus: Analog Devices, Inc. has 4 segments (44.7% in Industrial); Airbus SE has 3 segments (71.7% in Commercial Aircraft).
  • Primary market structure: Oligopoly vs Duopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Analog Devices, Inc. has 5 moat types across 2 domains; Airbus SE has 5 across 3.

Primary market context

Analog Devices, Inc.

Industrial

Market

Industrial analog, mixed-signal, RF and power management semiconductors

Geography

Global

Customer

B2B (OEMs/ODMs, industrial equipment, test & measurement, aerospace/defense)

Role

Semiconductor IC supplier

Revenue share

44.7%

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

Analog Devices, Inc.
Airbus SE
Ticker / Exchange
ADI - Nasdaq Global Select Market
AIR - Euronext Paris
Market cap (USD)
$133B
$160.3B
Gross margin (TTM)
n/a
15.5%
Operating margin (TTM)
n/a
7.8%
Net margin (TTM)
n/a
7%
Sector
Technology
Industrials
Industry
n/a
Aerospace & Defense
HQ country
US
NL
Primary segment
Industrial
Commercial Aircraft
Market structure
Oligopoly
Duopoly
Market share
n/a
68.8% (implied)
HHI estimate
n/a
5,704
Pricing power
Strong
Moderate
Moat score
59 / 100
91 / 100
Moat domains
Demand, Supply
Supply, Demand, Legal
Last update
2026-01-02
2026-01-01

Moat coverage

Shared moat types

Capex Knowhow Scale

Analog Devices, Inc. strengths

Design In QualificationScope EconomiesData Workflow LockinBrand Trust

Airbus SE strengths

Training Org Change CostsLong Term ContractsService Field NetworkGovernment Contracting Relationships

Segment mix

Analog Devices, Inc. segments

Full profile >

Industrial

Oligopoly

44.7%

Automotive

Oligopoly

29.8%

Communications

Oligopoly

12.5%

Consumer

Competitive

13%

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.