VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Sunday, January 11, 2026

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Stock Comparison

Airbus SE vs InterContinental Hotels Group PLC

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

InterContinental Hotels Group PLC

IHG · London Stock Exchange

Market cap (USD)$18.8B

Gross margin (TTM)—

Operating margin (TTM)—

Net margin (TTM)—

SectorConsumer

Industry—

CountryGB

Data as of2026-01-10

Moat score

57/ 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 InterContinental Hotels Group PLC's moat claims, evidence, and risks.

View IHG analysis

Comparison highlights

Moat score gap: Airbus SE leads (91 / 100 vs 57 / 100 for InterContinental Hotels Group PLC).
Segment focus: Airbus SE has 3 segments (71.7% in Commercial Aircraft); InterContinental Hotels Group PLC has 5 segments (36% in Fee business (franchise, management and ancillary fees)).
Primary market structure: Duopoly vs Oligopoly. Pricing power: Moderate vs Moderate.
Moat breadth: Airbus SE has 5 moat types across 3 domains; InterContinental Hotels Group PLC has 8 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%

InterContinental Hotels Group PLC

Fee business (franchise, management and ancillary fees)

Market

Branded hotel franchising and management services

Geography

Global

Customer

Hotel owners and developers

Role

Franchisor and hotel manager (asset-light brand platform)

Revenue share

36%

Side-by-side metrics

Airbus SE

InterContinental Hotels Group PLC

Ticker / Exchange

AIR - Euronext Paris

IHG - London Stock Exchange

Market cap (USD)

$169.9B

$18.8B

Gross margin (TTM)

15.5%

n/a

Operating margin (TTM)

7.8%

n/a

Net margin (TTM)

n/a

Sector

Industrials

Consumer

Industry

Aerospace & Defense

n/a

HQ country

Primary segment

Commercial Aircraft

Fee business (franchise, management and ancillary fees)

Market structure

Duopoly

Oligopoly

Market share

68.8% (implied)

n/a

HHI estimate

5,704

n/a

Pricing power

Moderate

Moat score

91 / 100

57 / 100

Moat domains

Supply, Demand, Legal

Demand, Supply, Network

Last update

2026-01-01

2026-01-10

Moat coverage

Shared moat types

Long Term Contracts

Airbus SE strengths

Capex Knowhow ScaleTraining Org Change CostsService Field NetworkGovernment Contracting Relationships

InterContinental Hotels Group PLC strengths

Brand TrustScale Economies Unit CostTwo Sided NetworkDistribution ControlPass-through reimbursement revenueAsset-heavy hotel operations (limited moat)Immaterial ancillary activity

Segment mix

Airbus SE segments

Full profile >

Commercial Aircraft

Duopoly

71.7%

Helicopters

Oligopoly

11.2%

Defence and Space

Oligopoly

17.1%

InterContinental Hotels Group PLC segments

Full profile >

Fee business (franchise, management and ancillary fees)

Oligopoly

36%

System Fund (marketing, reservations and loyalty assessments)

Monopoly

32.7%

Reimbursable revenues (managed hotel staff reimbursements)

Competitive

20.3%

Owned, leased and managed lease hotels

Competitive

10.5%

Insurance activities (ancillary)

Competitive

0.5%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

Looking for expansion-stage stocks?

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

View expansion-stage stocks

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.