VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Airbus SE vs Berkshire Hathaway Inc.

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

Berkshire Hathaway Inc.

BRK.B · New York Stock Exchange

Market cap (USD)
SectorFinancials
CountryUS
Data as of2025-12-30
Moat score
64/ 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 Berkshire Hathaway Inc.'s moat claims, evidence, and risks.

View BRK.B analysis

Comparison highlights

  • Moat score gap: Airbus SE leads (91 / 100 vs 64 / 100 for Berkshire Hathaway Inc.).
  • Segment focus: Airbus SE has 3 segments (71.7% in Commercial Aircraft); Berkshire Hathaway Inc. has 11 segments (28.3% in Insurance (underwriting + investment income)).
  • Primary market structure: Duopoly vs Competitive. Pricing power: Moderate vs n/a.
  • Moat breadth: Airbus SE has 5 moat types across 3 domains; Berkshire Hathaway Inc. has 17 across 4.

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%

Berkshire Hathaway Inc.

Insurance (underwriting + investment income)

Market

Insurance and reinsurance (property and casualty + life/health), including float-funded investing

Geography

Global

Customer

Consumers and businesses (policyholders) and insurers (reinsurance cedents)

Role

Underwriter and reinsurer plus investment manager of float

Revenue share

28.3%

Side-by-side metrics

Airbus SE
Berkshire Hathaway Inc.
Ticker / Exchange
AIR - Euronext Paris
BRK.B - New York Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Industrials
Financials
HQ country
NL
US
Primary segment
Commercial Aircraft
Insurance (underwriting + investment income)
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
64 / 100
Moat domains
Supply, Demand, Legal
Financial, Supply, Demand, Legal
Last update
2026-01-01
2025-12-30

Moat coverage

Shared moat types

Capex Knowhow ScaleTraining Org Change CostsLong Term ContractsService Field Network

Airbus SE strengths

Government Contracting Relationships

Berkshire Hathaway Inc. strengths

Float PrepaymentCapacity MoatBrand TrustPhysical Network DensityConcession LicensePermits Rights Of WayDesign In QualificationIP Choke PointScale Economies Unit CostDistribution ControlPreferential Input AccessScope EconomiesCost Of Capital Advantage

Segment mix

Airbus SE segments

Full profile >

Commercial Aircraft

Duopoly

71.7%

Helicopters

Oligopoly

11.2%

Defence and Space

Oligopoly

17.1%

Berkshire Hathaway Inc. segments

Full profile >

Insurance (underwriting + investment income)

Competitive

28.3%

BNSF Railway (freight rail transportation)

Oligopoly

6.4%

Berkshire Hathaway Energy (regulated utilities, pipelines, renewables)

Monopoly

7.1%

Industrial products manufacturing (PCC, Lubrizol, IMC, Marmon, etc.)

Oligopoly

9.7%

Building products & housing (Clayton Homes, Shaw, Johns Manville, Benjamin Moore, etc.)

Competitive

7.2%

Consumer products manufacturing (Duracell, Forest River, apparel/footwear, toys, etc.)

Competitive

4%

Service businesses (FlightSafety, NetJets, TTI, Dairy Queen, etc.)

Competitive

5.6%

Retailing businesses (Berkshire Hathaway Automotive, home furnishings, jewelry, See's, etc.)

Competitive

5.2%

Pilot Travel Centers (travel centers + wholesale fuel marketing)

Oligopoly

12.6%

McLane (wholesale distribution to convenience stores and restaurants)

Oligopoly

14%

Holding company capital allocation and investing

Competitive

n/a

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.