VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Airbus SE vs Equinix, 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

Equinix, Inc.

EQIX · The Nasdaq Stock Market LLC

Market cap (USD)
SectorReal Estate
CountryUS
Data as of2025-12-31
Moat score
66/ 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 Equinix, Inc.'s moat claims, evidence, and risks.

View EQIX analysis

Comparison highlights

  • Moat score gap: Airbus SE leads (91 / 100 vs 66 / 100 for Equinix, Inc.).
  • Segment focus: Airbus SE has 3 segments (71.7% in Commercial Aircraft); Equinix, Inc. has 3 segments.
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Moderate vs n/a.
  • Moat breadth: Airbus SE has 5 moat types across 3 domains; Equinix, Inc. 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%

Equinix, Inc.

IBX Colocation & Interconnection Platform

Market

Carrier-neutral multi-tenant data centers (colocation) and physical interconnection (cross connects, exchanges) in network-dense metros

Geography

Global

Customer

Enterprises and service providers

Role

Digital infrastructure / colocation operator and interconnection hub

Side-by-side metrics

Airbus SE
Equinix, Inc.
Ticker / Exchange
AIR - Euronext Paris
EQIX - The Nasdaq Stock Market LLC
Market cap (USD)
n/a
n/a
Sector
Industrials
Real Estate
HQ country
NL
US
Primary segment
Commercial Aircraft
IBX Colocation & Interconnection Platform
Market structure
Duopoly
Oligopoly
Market share
68.8% (implied)
n/a
HHI estimate
5,704
n/a
Pricing power
Moderate
n/a
Moat score
91 / 100
66 / 100
Moat domains
Supply, Demand, Legal
Supply, Network, Demand
Last update
2026-01-01
2025-12-31

Moat coverage

Shared moat types

Capex Knowhow Scale

Airbus SE strengths

Training Org Change CostsLong Term ContractsService Field NetworkGovernment Contracting Relationships

Equinix, Inc. strengths

Physical Network DensityEcosystem ComplementsBrand TrustSwitching Costs GeneralCapacity MoatInteroperability Hub

Segment mix

Airbus SE segments

Full profile >

Commercial Aircraft

Duopoly

71.7%

Helicopters

Oligopoly

11.2%

Defence and Space

Oligopoly

17.1%

Equinix, Inc. segments

Full profile >

IBX Colocation & Interconnection Platform

Oligopoly

n/a

Hyperscale xScale & Joint Ventures

Competitive

n/a

Digital Services & Software-Defined Interconnection

Competitive

n/a

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.