VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Airbus SE vs Oracle 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

Oracle Corporation

ORCL · New York Stock Exchange

Market cap (USD)$567.4B
SectorTechnology
CountryUS
Data as of2025-12-26
Moat score
56/ 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 Oracle Corporation's moat claims, evidence, and risks.

View ORCL analysis

Comparison highlights

  • Moat score gap: Airbus SE leads (91 / 100 vs 56 / 100 for Oracle Corporation).
  • Segment focus: Airbus SE has 3 segments (71.7% in Commercial Aircraft); Oracle Corporation has 5 segments (42.9% in Infrastructure cloud services and license support).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Moderate vs Weak.
  • Moat breadth: Airbus SE has 5 moat types across 3 domains; Oracle Corporation 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%

Oracle Corporation

Infrastructure cloud services and license support

Market

Enterprise cloud infrastructure services (IaaS/PaaS, cloud database) plus related support

Geography

Global

Customer

Enterprises & developers

Role

Cloud service provider (IaaS/PaaS)

Revenue share

42.9%

Side-by-side metrics

Airbus SE
Oracle Corporation
Ticker / Exchange
AIR - Euronext Paris
ORCL - New York Stock Exchange
Market cap (USD)
n/a
$567.4B
Sector
Industrials
Technology
HQ country
NL
US
Primary segment
Commercial Aircraft
Infrastructure cloud services and license support
Market structure
Duopoly
Oligopoly
Market share
68.8% (implied)
3% (estimated)
HHI estimate
5,704
n/a
Pricing power
Moderate
Weak
Moat score
91 / 100
56 / 100
Moat domains
Supply, Demand, Legal
Demand, Supply, Network
Last update
2026-01-01
2025-12-26

Moat coverage

Shared moat types

Capex Knowhow ScaleTraining Org Change CostsLong Term Contracts

Airbus SE strengths

Service Field NetworkGovernment Contracting Relationships

Oracle Corporation strengths

Suite BundlingInteroperability HubSwitching Costs GeneralKeystone Component

Segment mix

Airbus SE segments

Full profile >

Commercial Aircraft

Duopoly

71.7%

Helicopters

Oligopoly

11.2%

Defence and Space

Oligopoly

17.1%

Oracle Corporation segments

Full profile >

Applications cloud services and license support

Oligopoly

33.8%

Infrastructure cloud services and license support

Oligopoly

42.9%

Cloud license and on-premise license

Oligopoly

9.1%

Hardware

Competitive

5.1%

Services

Competitive

9.1%

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.