VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Airbus SE vs American Express Company

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

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

American Express Company

AXP · New York Stock Exchange

Market cap (USD)
SectorFinancials
CountryUS
Data as of2025-12-30
Moat score
52/ 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 American Express Company's moat claims, evidence, and risks.

View AXP analysis

Comparison highlights

  • Moat score gap: Airbus SE leads (91 / 100 vs 52 / 100 for American Express Company).
  • Segment focus: Airbus SE has 3 segments (71.7% in Commercial Aircraft); American Express Company has 4 segments (47.5% in U.S. Consumer Services (USCS)).
  • Primary market structure: Duopoly vs Competitive. Pricing power: Moderate vs n/a.
  • Moat breadth: Airbus SE has 5 moat types across 3 domains; American Express Company has 8 across 3.

Primary market context

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%

American Express Company

U.S. Consumer Services (USCS)

Market

U.S. premium consumer card issuing (charge and credit) and attached consumer banking and financing

Geography

United States

Customer

Consumers

Role

Issuer (proprietary cards) and consumer lender/services

Revenue share

47.5%

Side-by-side metrics

Airbus SE
American Express Company
Ticker / Exchange
AIR - Euronext Paris
AXP - New York Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Industrials
Financials
HQ country
NL
US
Primary segment
Commercial Aircraft
U.S. Consumer Services (USCS)
Market structure
Duopoly
Competitive
Market share
68.8% (implied)
n/a
HHI estimate
5,704
n/a
Pricing power
Moderate
n/a
Moat score
91 / 100
52 / 100
Moat domains
Supply, Demand, Legal
Demand, Financial, Network
Last update
2026-01-01
2025-12-30

Moat coverage

Shared moat types

Training Org Change CostsLong Term Contracts

Airbus SE strengths

Capex Knowhow ScaleService Field NetworkGovernment Contracting Relationships

American Express Company strengths

Brand TrustSwitching Costs GeneralCost Of Capital AdvantageEcosystem ComplementsTwo Sided NetworkData Network Effects

Segment mix

Airbus SE segments

Full profile >

Commercial Aircraft

Duopoly

71.7%

Helicopters

Oligopoly

11.2%

Defence and Space

Oligopoly

17.1%

American Express Company segments

Full profile >

U.S. Consumer Services (USCS)

Competitive

47.5%

Commercial Services (CS)

Competitive

23.9%

International Card Services (ICS)

Competitive

17.3%

Global Merchant and Network Services (GMNS)

Oligopoly

11.3%

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.