VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Airbus SE vs Coloplast A/S

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

Coloplast A/S

COLOB · Nasdaq Copenhagen

Market cap (USD)
SectorHealthcare
CountryDK
Data as of2025-12-29
Moat score
77/ 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 Coloplast A/S's moat claims, evidence, and risks.

View COLOB analysis

Comparison highlights

  • Moat score gap: Airbus SE leads (91 / 100 vs 77 / 100 for Coloplast A/S).
  • Segment focus: Airbus SE has 3 segments (71.7% in Commercial Aircraft); Coloplast A/S has 5 segments (35.5% in Ostomy Care).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Airbus SE has 5 moat types across 3 domains; Coloplast A/S has 7 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%

Coloplast A/S

Ostomy Care

Market

Ostomy care products (bags, plates, supporting products)

Geography

Global

Customer

Healthcare providers and distributors; end-users are ostomy patients

Role

Medical device manufacturer (disposable consumables)

Revenue share

35.5%

Side-by-side metrics

Airbus SE
Coloplast A/S
Ticker / Exchange
AIR - Euronext Paris
COLOB - Nasdaq Copenhagen
Market cap (USD)
n/a
n/a
Sector
Industrials
Healthcare
HQ country
NL
DK
Primary segment
Commercial Aircraft
Ostomy Care
Market structure
Duopoly
Oligopoly
Market share
68.8% (implied)
35%-40% (reported)
HHI estimate
5,704
n/a
Pricing power
Moderate
Moderate
Moat score
91 / 100
77 / 100
Moat domains
Supply, Demand, Legal
Demand, Legal, Supply
Last update
2026-01-01
2025-12-29

Moat coverage

Shared moat types

Training Org Change CostsService Field Network

Airbus SE strengths

Capex Knowhow ScaleLong Term ContractsGovernment Contracting Relationships

Coloplast A/S strengths

Installed Base ConsumablesBrand TrustReputation ReviewsCompliance AdvantageDesign In Qualification

Segment mix

Airbus SE segments

Full profile >

Commercial Aircraft

Duopoly

71.7%

Helicopters

Oligopoly

11.2%

Defence and Space

Oligopoly

17.1%

Coloplast A/S segments

Full profile >

Ostomy Care

Oligopoly

35.5%

Continence Care

Oligopoly

32.2%

Voice & Respiratory Care

Oligopoly

8.2%

Wound & Tissue Repair

Competitive

14.1%

Interventional Urology

Oligopoly

10%

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.