VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Airbus SE vs Salesforce, 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

Salesforce, Inc.

CRM · New York Stock Exchange

Market cap (USD)$243.5B
SectorTechnology
CountryUS
Data as of2025-12-22
Moat score
70/ 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 Salesforce, Inc.'s moat claims, evidence, and risks.

View CRM analysis

Comparison highlights

  • Moat score gap: Airbus SE leads (91 / 100 vs 70 / 100 for Salesforce, Inc.).
  • Segment focus: Airbus SE has 3 segments (71.7% in Commercial Aircraft); Salesforce, Inc. has 3 segments (78.9% in CRM Applications Suite (Sales, Service, Platform, Marketing & Commerce)).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Airbus SE has 5 moat types across 3 domains; Salesforce, Inc. has 6 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%

Salesforce, Inc.

CRM Applications Suite (Sales, Service, Platform, Marketing & Commerce)

Market

CRM applications (sales, customer service, marketing, digital commerce) delivered as SaaS

Geography

Global

Customer

Business (SMB to enterprise)

Role

SaaS application & platform vendor

Revenue share

78.9%

Side-by-side metrics

Airbus SE
Salesforce, Inc.
Ticker / Exchange
AIR - Euronext Paris
CRM - New York Stock Exchange
Market cap (USD)
n/a
$243.5B
Sector
Industrials
Technology
HQ country
NL
US
Primary segment
Commercial Aircraft
CRM Applications Suite (Sales, Service, Platform, Marketing & Commerce)
Market structure
Duopoly
Oligopoly
Market share
68.8% (implied)
20.7% (reported)
HHI estimate
5,704
n/a
Pricing power
Moderate
Moderate
Moat score
91 / 100
70 / 100
Moat domains
Supply, Demand, Legal
Demand, Network
Last update
2026-01-01
2025-12-22

Moat coverage

Shared moat types

Training Org Change CostsLong Term Contracts

Airbus SE strengths

Capex Knowhow ScaleService Field NetworkGovernment Contracting Relationships

Salesforce, Inc. strengths

Data Workflow LockinSuite BundlingEcosystem ComplementsInteroperability Hub

Segment mix

Airbus SE segments

Full profile >

Commercial Aircraft

Duopoly

71.7%

Helicopters

Oligopoly

11.2%

Defence and Space

Oligopoly

17.1%

Salesforce, Inc. segments

Full profile >

CRM Applications Suite (Sales, Service, Platform, Marketing & Commerce)

Oligopoly

78.9%

Integration & Analytics (MuleSoft, Tableau, related subscriptions)

Competitive

15.2%

Professional Services & Other

Competitive

5.8%

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.