VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, January 6, 2026

Stock Comparison

Airbus SE vs Brookfield Asset Management Ltd.

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

Airbus SE

AIR · Euronext Paris

Market cap (USD)$164.9B
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

Brookfield Asset Management Ltd.

BAM · New York Stock Exchange

Market cap (USD)$88.3B
Gross margin (TTM)68.4%
Operating margin (TTM)66.6%
Net margin (TTM)58.3%
SectorFinancials
IndustryAsset Management
CountryCA
Data as of2026-01-05
Moat score
75/ 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 Brookfield Asset Management Ltd.'s moat claims, evidence, and risks.

View BAM analysis

Comparison highlights

  • Moat score gap: Airbus SE leads (91 / 100 vs 75 / 100 for Brookfield Asset Management Ltd.).
  • Segment focus: Airbus SE has 3 segments (71.7% in Commercial Aircraft); Brookfield Asset Management Ltd. has 5 segments (30.3% in Credit).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Airbus SE has 5 moat types across 3 domains; Brookfield Asset Management Ltd. has 4 across 2.

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%

Brookfield Asset Management Ltd.

Credit

Market

Private credit, opportunistic credit, and multi-strategy credit asset management

Geography

Global

Customer

Institutional investors, insurance accounts, and private wealth investors

Role

Alternative credit manager / asset manager

Revenue share

30.3%

Side-by-side metrics

Airbus SE
Brookfield Asset Management Ltd.
Ticker / Exchange
AIR - Euronext Paris
BAM - New York Stock Exchange
Market cap (USD)
$164.9B
$88.3B
Gross margin (TTM)
15.5%
68.4%
Operating margin (TTM)
7.8%
66.6%
Net margin (TTM)
7%
58.3%
Sector
Industrials
Financials
Industry
Aerospace & Defense
Asset Management
HQ country
NL
CA
Primary segment
Commercial Aircraft
Credit
Market structure
Duopoly
Oligopoly
Market share
68.8% (implied)
n/a
HHI estimate
5,704
n/a
Pricing power
Moderate
Moderate
Moat score
91 / 100
75 / 100
Moat domains
Supply, Demand, Legal
Demand, Supply
Last update
2026-01-01
2026-01-05

Moat coverage

Shared moat types

Long Term Contracts

Airbus SE strengths

Capex Knowhow ScaleTraining Org Change CostsService Field NetworkGovernment Contracting Relationships

Brookfield Asset Management Ltd. strengths

Operational ExcellenceBrand TrustReputation Reviews

Segment mix

Airbus SE segments

Full profile >

Commercial Aircraft

Duopoly

71.7%

Helicopters

Oligopoly

11.2%

Defence and Space

Oligopoly

17.1%

Brookfield Asset Management Ltd. segments

Full profile >

Renewable Power and Transition

Oligopoly

13.6%

Infrastructure

Oligopoly

25.5%

Real Estate

Oligopoly

20.6%

Private Equity

Oligopoly

10%

Credit

Oligopoly

30.3%

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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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.