VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 10, 2026

Stock Comparison

Airbus SE vs Floor & Decor Holdings, 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)$169.9B
Gross margin (TTM)15.5%
Operating margin (TTM)7.8%
Net margin (TTM)7%
SectorIndustrials
IndustryAerospace & Defense
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

Floor & Decor Holdings, Inc.

FND · New York Stock Exchange

Market cap (USD)$7.8B
Gross margin (TTM)42.4%
Operating margin (TTM)6.1%
Net margin (TTM)4.7%
SectorConsumer
IndustryHome Improvement
CountryUS
Data as of2026-01-08
Moat score
55/ 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 Floor & Decor Holdings, Inc.'s moat claims, evidence, and risks.

View FND analysis

Comparison highlights

  • Moat score gap: Airbus SE leads (91 / 100 vs 55 / 100 for Floor & Decor Holdings, Inc.).
  • Segment focus: Airbus SE has 3 segments (71.7% in Commercial Aircraft); Floor & Decor Holdings, Inc. has 2 segments (95% in Floor & Decor Retail).
  • Primary market structure: Duopoly vs Competitive. Pricing power: Moderate vs Weak.
  • Moat breadth: Airbus SE has 5 moat types across 3 domains; Floor & Decor Holdings, 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%

Floor & Decor Holdings, Inc.

Floor & Decor Retail

Market

U.S. retail hard-surface flooring and accessories

Geography

United States

Customer

Homeowners (DIY/BIY) and professional installers (Pros)

Role

Specialty retailer (warehouse-format stores + e-commerce)

Revenue share

95%

Side-by-side metrics

Airbus SE
Floor & Decor Holdings, Inc.
Ticker / Exchange
AIR - Euronext Paris
FND - New York Stock Exchange
Market cap (USD)
$169.9B
$7.8B
Gross margin (TTM)
15.5%
42.4%
Operating margin (TTM)
7.8%
6.1%
Net margin (TTM)
7%
4.7%
Sector
Industrials
Consumer
Industry
Aerospace & Defense
Home Improvement
HQ country
NL
US
Primary segment
Commercial Aircraft
Floor & Decor Retail
Market structure
Duopoly
Competitive
Market share
68.8% (implied)
9%-11% (reported)
HHI estimate
5,704
n/a
Pricing power
Moderate
Weak
Moat score
91 / 100
55 / 100
Moat domains
Supply, Demand, Legal
Supply, Demand
Last update
2026-01-01
2026-01-08

Moat coverage

Shared moat types

No overlap yet.

Airbus SE strengths

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

Floor & Decor Holdings, Inc. strengths

Scale Economies Unit CostDistribution ControlScope EconomiesBrand TrustProcurement InertiaOperational Excellence

Segment mix

Airbus SE segments

Full profile >

Commercial Aircraft

Duopoly

71.7%

Helicopters

Oligopoly

11.2%

Defence and Space

Oligopoly

17.1%

Floor & Decor Holdings, Inc. segments

Full profile >

Floor & Decor Retail

Competitive

95%

Spartan (Commercial surfaces)

Competitive

5%

Want the full wide moat stocks list?

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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

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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.