VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Airbus SE vs Brown-Forman Corporation

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

Brown-Forman Corporation

BF.B · New York Stock Exchange

Market cap (USD)
SectorConsumer
CountryUS
Data as of2025-12-25
Moat score
72/ 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 Brown-Forman Corporation's moat claims, evidence, and risks.

View BF.B analysis

Comparison highlights

  • Moat score gap: Airbus SE leads (91 / 100 vs 72 / 100 for Brown-Forman Corporation).
  • Segment focus: Airbus SE has 3 segments (71.7% in Commercial Aircraft); Brown-Forman Corporation has 5 segments (71.1% in Whiskey).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Airbus SE has 5 moat types across 3 domains; Brown-Forman Corporation 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%

Brown-Forman Corporation

Whiskey

Market

Premium-and-above whiskey spirits (American whiskey and import whiskies)

Geography

Global

Customer

Consumer (off-premise and on-premise via distributors/retailers)

Role

Brand owner / distiller / marketer

Revenue share

71.1%

Side-by-side metrics

Airbus SE
Brown-Forman Corporation
Ticker / Exchange
AIR - Euronext Paris
BF.B - New York Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Industrials
Consumer
HQ country
NL
US
Primary segment
Commercial Aircraft
Whiskey
Market structure
Duopoly
Oligopoly
Market share
68.8% (implied)
n/a
HHI estimate
5,704
n/a
Pricing power
Moderate
Strong
Moat score
91 / 100
72 / 100
Moat domains
Supply, Demand, Legal
Demand, Supply
Last update
2026-01-01
2025-12-25

Moat coverage

Shared moat types

No overlap yet.

Airbus SE strengths

Capex Knowhow ScaleTraining Org Change CostsLong Term ContractsService Field NetworkGovernment Contracting Relationships

Brown-Forman Corporation strengths

Brand TrustDistribution ControlCapacity MoatScope Economies

Segment mix

Airbus SE segments

Full profile >

Commercial Aircraft

Duopoly

71.7%

Helicopters

Oligopoly

11.2%

Defence and Space

Oligopoly

17.1%

Brown-Forman Corporation segments

Full profile >

Whiskey

Oligopoly

71.1%

Ready-to-Drink (RTD/RTP)

Competitive

12.4%

Tequila

Oligopoly

6.6%

Rest of Portfolio (Other Branded Spirits)

Competitive

7.4%

Non-branded and Bulk

Competitive

2.6%

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.