VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Airbus SE vs KONE Oyj

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Airbus SE

AIR · Euronext Paris

Market cap (USD)$160.3B
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

KONE Oyj

KNEBV · Nasdaq Helsinki

Market cap (USD)$37B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
Industry
CountryFI
Data as of2026-01-02
Moat score
63/ 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 KONE Oyj's moat claims, evidence, and risks.

View KNEBV analysis

Comparison highlights

  • Moat score gap: Airbus SE leads (91 / 100 vs 63 / 100 for KONE Oyj).
  • Segment focus: Airbus SE has 3 segments (71.7% in Commercial Aircraft); KONE Oyj has 3 segments (40.6% in New Building Solutions).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Moderate vs Weak.
  • Moat breadth: Airbus SE has 5 moat types across 3 domains; KONE Oyj has 8 across 4.

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%

KONE Oyj

New Building Solutions

Market

Elevator, escalator and automatic building door new equipment (new installations)

Geography

Global

Customer

Property developers and general contractors

Role

OEM + project installation

Revenue share

40.6%

Side-by-side metrics

Airbus SE
KONE Oyj
Ticker / Exchange
AIR - Euronext Paris
KNEBV - Nasdaq Helsinki
Market cap (USD)
$160.3B
$37B
Gross margin (TTM)
15.5%
n/a
Operating margin (TTM)
7.8%
n/a
Net margin (TTM)
7%
n/a
Sector
Industrials
Industrials
Industry
Aerospace & Defense
n/a
HQ country
NL
FI
Primary segment
Commercial Aircraft
New Building Solutions
Market structure
Duopoly
Oligopoly
Market share
68.8% (implied)
n/a
HHI estimate
5,704
n/a
Pricing power
Moderate
Weak
Moat score
91 / 100
63 / 100
Moat domains
Supply, Demand, Legal
Supply, Financial, Demand, Legal
Last update
2026-01-01
2026-01-02

Moat coverage

Shared moat types

Capex Knowhow ScaleService Field Network

Airbus SE strengths

Training Org Change CostsLong Term ContractsGovernment Contracting Relationships

KONE Oyj strengths

Negative Working CapitalInstalled Base ConsumablesSwitching Costs GeneralData Workflow LockinOperational ExcellenceCompliance Advantage

Segment mix

Airbus SE segments

Full profile >

Commercial Aircraft

Duopoly

71.7%

Helicopters

Oligopoly

11.2%

Defence and Space

Oligopoly

17.1%

KONE Oyj segments

Full profile >

New Building Solutions

Oligopoly

40.6%

Service (maintenance & repairs)

Competitive

40.6%

Modernization

Competitive

18.8%

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.