VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Airbus SE vs Cadence Design Systems, 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

Cadence Design Systems, Inc.

CDNS · NASDAQ

Market cap (USD)$86.5B
SectorTechnology
CountryUS
Data as of2025-12-29
Moat score
84/ 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 Cadence Design Systems, Inc.'s moat claims, evidence, and risks.

View CDNS analysis

Comparison highlights

  • Moat score gap: Airbus SE leads (91 / 100 vs 84 / 100 for Cadence Design Systems, Inc.).
  • Segment focus: Airbus SE has 3 segments (71.7% in Commercial Aircraft); Cadence Design Systems, Inc. has 3 segments (71% in Core EDA).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Airbus SE has 5 moat types across 3 domains; Cadence Design Systems, Inc. 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%

Cadence Design Systems, Inc.

Core EDA

Market

Electronic design automation tools for semiconductor IC design and verification (digital, custom/analog, signoff, functional verification)

Geography

Global

Customer

Semiconductor designers (fabless and IDMs) and system companies with in-house silicon teams

Role

Tool vendor / workflow platform

Revenue share

71%

Side-by-side metrics

Airbus SE
Cadence Design Systems, Inc.
Ticker / Exchange
AIR - Euronext Paris
CDNS - NASDAQ
Market cap (USD)
n/a
$86.5B
Sector
Industrials
Technology
HQ country
NL
US
Primary segment
Commercial Aircraft
Core EDA
Market structure
Duopoly
Oligopoly
Market share
68.8% (implied)
29%-31% (estimated)
HHI estimate
5,704
n/a
Pricing power
Moderate
Strong
Moat score
91 / 100
84 / 100
Moat domains
Supply, Demand, Legal
Demand, Legal, Supply
Last update
2026-01-01
2025-12-29

Moat coverage

Shared moat types

Capex Knowhow ScaleLong Term ContractsService Field Network

Airbus SE strengths

Training Org Change CostsGovernment Contracting Relationships

Cadence Design Systems, Inc. strengths

Data Workflow LockinSuite BundlingDesign In QualificationInstalled Base ConsumablesIP Choke Point

Segment mix

Airbus SE segments

Full profile >

Commercial Aircraft

Duopoly

71.7%

Helicopters

Oligopoly

11.2%

Defence and Space

Oligopoly

17.1%

Cadence Design Systems, Inc. segments

Full profile >

Core EDA

Oligopoly

71%

Semiconductor IP

Oligopoly

13%

System Design and Analysis

Competitive

16%

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.