VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Airbus SE vs Brookfield Infrastructure Partners L.P.

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

Brookfield Infrastructure Partners L.P.

BIP · New York Stock Exchange

Market cap (USD)
SectorUtilities
CountryBM
Data as of2025-12-31
Moat score
74/ 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 Infrastructure Partners L.P.'s moat claims, evidence, and risks.

View BIP analysis

Comparison highlights

  • Moat score gap: Airbus SE leads (91 / 100 vs 74 / 100 for Brookfield Infrastructure Partners L.P.).
  • Segment focus: Airbus SE has 3 segments (71.7% in Commercial Aircraft); Brookfield Infrastructure Partners L.P. has 4 segments.
  • Primary market structure: Duopoly vs Quasi-Monopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Airbus SE has 5 moat types across 3 domains; Brookfield Infrastructure Partners L.P. has 4 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%

Brookfield Infrastructure Partners L.P.

Utilities

Market

Regulated and contracted utility infrastructure (electric transmission, gas pipelines/distribution, metering and residential energy services)

Geography

Global

Customer

Regulators and contracted counterparties; residential and commercial end-users via utility networks

Role

Owner-operator of regulated networks and contracted utility assets

Side-by-side metrics

Airbus SE
Brookfield Infrastructure Partners L.P.
Ticker / Exchange
AIR - Euronext Paris
BIP - New York Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Industrials
Utilities
HQ country
NL
BM
Primary segment
Commercial Aircraft
Utilities
Market structure
Duopoly
Quasi-Monopoly
Market share
68.8% (implied)
n/a
HHI estimate
5,704
n/a
Pricing power
Moderate
Moderate
Moat score
91 / 100
74 / 100
Moat domains
Supply, Demand, Legal
Legal, Demand, Supply
Last update
2026-01-01
2025-12-31

Moat coverage

Shared moat types

Long Term Contracts

Airbus SE strengths

Capex Knowhow ScaleTraining Org Change CostsService Field NetworkGovernment Contracting Relationships

Brookfield Infrastructure Partners L.P. strengths

Concession LicensePhysical Network DensityScale Economies Unit Cost

Segment mix

Airbus SE segments

Full profile >

Commercial Aircraft

Duopoly

71.7%

Helicopters

Oligopoly

11.2%

Defence and Space

Oligopoly

17.1%

Brookfield Infrastructure Partners L.P. segments

Full profile >

Utilities

Quasi-Monopoly

n/a

Transport

Oligopoly

n/a

Midstream

Oligopoly

n/a

Data

Oligopoly

n/a

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.