VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Airbus SE vs Chipotle Mexican Grill, 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

Chipotle Mexican Grill, Inc.

CMG · New York Stock Exchange

Market cap (USD)$52.5B
SectorConsumer
CountryUS
Data as of2025-12-26
Moat score
62/ 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 Chipotle Mexican Grill, Inc.'s moat claims, evidence, and risks.

View CMG analysis

Comparison highlights

  • Moat score gap: Airbus SE leads (91 / 100 vs 62 / 100 for Chipotle Mexican Grill, Inc.).
  • Segment focus: Airbus SE has 3 segments (71.7% in Commercial Aircraft); Chipotle Mexican Grill, Inc. has 1 segment (100% in Restaurant operations (company-owned Chipotle restaurants)).
  • Primary market structure: Duopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Airbus SE has 5 moat types across 3 domains; Chipotle Mexican Grill, Inc. 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%

Chipotle Mexican Grill, Inc.

Restaurant operations (company-owned Chipotle restaurants)

Market

Fast-casual restaurants (Mexican-inspired, made-to-order)

Geography

Primarily United States; limited international presence

Customer

Consumers

Role

Company-operated restaurant operator

Revenue share

100%

Side-by-side metrics

Airbus SE
Chipotle Mexican Grill, Inc.
Ticker / Exchange
AIR - Euronext Paris
CMG - New York Stock Exchange
Market cap (USD)
n/a
$52.5B
Sector
Industrials
Consumer
HQ country
NL
US
Primary segment
Commercial Aircraft
Restaurant operations (company-owned Chipotle restaurants)
Market structure
Duopoly
Competitive
Market share
68.8% (implied)
n/a
HHI estimate
5,704
n/a
Pricing power
Moderate
Moderate
Moat score
91 / 100
62 / 100
Moat domains
Supply, Demand, Legal
Demand, Supply
Last update
2026-01-01
2025-12-26

Moat coverage

Shared moat types

No overlap yet.

Airbus SE strengths

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

Chipotle Mexican Grill, Inc. strengths

Brand TrustSupply Chain ControlOperational ExcellenceHabit Default

Segment mix

Airbus SE segments

Full profile >

Commercial Aircraft

Duopoly

71.7%

Helicopters

Oligopoly

11.2%

Defence and Space

Oligopoly

17.1%

Chipotle Mexican Grill, Inc. segments

Full profile >

Restaurant operations (company-owned Chipotle restaurants)

Competitive

100%

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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.