VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Airbus SE vs Edwards Lifesciences Corporation

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

Edwards Lifesciences Corporation

EW · New York Stock Exchange

Market cap (USD)$50B
SectorHealthcare
CountryUS
Data as of2025-12-31
Moat score
82/ 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 Edwards Lifesciences Corporation's moat claims, evidence, and risks.

View EW analysis

Comparison highlights

  • Moat score gap: Airbus SE leads (91 / 100 vs 82 / 100 for Edwards Lifesciences Corporation).
  • Segment focus: Airbus SE has 3 segments (71.7% in Commercial Aircraft); Edwards Lifesciences Corporation has 3 segments (75.5% in Transcatheter Aortic Valve Replacement (TAVR)).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Airbus SE has 5 moat types across 3 domains; Edwards Lifesciences Corporation has 6 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%

Edwards Lifesciences Corporation

Transcatheter Aortic Valve Replacement (TAVR)

Market

Transcatheter aortic valve replacement (TAVR) devices

Geography

Global

Customer

Hospitals and structural heart centers

Role

Medical device manufacturer

Revenue share

75.5%

Side-by-side metrics

Airbus SE
Edwards Lifesciences Corporation
Ticker / Exchange
AIR - Euronext Paris
EW - New York Stock Exchange
Market cap (USD)
n/a
$50B
Sector
Industrials
Healthcare
HQ country
NL
US
Primary segment
Commercial Aircraft
Transcatheter Aortic Valve Replacement (TAVR)
Market structure
Duopoly
Oligopoly
Market share
68.8% (implied)
60%-73% (estimated)
HHI estimate
5,704
n/a
Pricing power
Moderate
Moderate
Moat score
91 / 100
82 / 100
Moat domains
Supply, Demand, Legal
Demand, Legal, Supply
Last update
2026-01-01
2025-12-31

Moat coverage

Shared moat types

Training Org Change Costs

Airbus SE strengths

Capex Knowhow ScaleLong Term ContractsService Field NetworkGovernment Contracting Relationships

Edwards Lifesciences Corporation strengths

Brand TrustRegulated Standards PipeIP Choke PointCompliance AdvantageSupply Chain Control

Segment mix

Airbus SE segments

Full profile >

Commercial Aircraft

Duopoly

71.7%

Helicopters

Oligopoly

11.2%

Defence and Space

Oligopoly

17.1%

Edwards Lifesciences Corporation segments

Full profile >

Transcatheter Aortic Valve Replacement (TAVR)

Oligopoly

75.5%

Transcatheter Mitral and Tricuspid Therapies (TMTT)

Competitive

6.5%

Surgical Structural Heart

Oligopoly

18%

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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.