VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Airbus SE vs Pro Medicus Limited

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

Pro Medicus Limited

PME · ASX

Market cap (USD)$15.5B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorHealthcare
Industry
CountryAU
Data as of
Moat score
80/ 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 Pro Medicus Limited's moat claims, evidence, and risks.

View PME analysis

Comparison highlights

  • Moat score gap: Airbus SE leads (91 / 100 vs 80 / 100 for Pro Medicus Limited).
  • Segment focus: Airbus SE has 3 segments (71.7% in Commercial Aircraft); Pro Medicus Limited has 2 segments (92.5% in Visage 7 Enterprise Imaging Platform (PACS / CloudPACS)).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Airbus SE has 5 moat types across 3 domains; Pro Medicus Limited 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%

Pro Medicus Limited

Visage 7 Enterprise Imaging Platform (PACS / CloudPACS)

Market

Enterprise imaging / PACS and related modules for hospitals and integrated delivery networks (IDNs)

Geography

Primarily North America; also Europe and Australia

Customer

Hospitals, imaging centers, integrated delivery networks (IDNs)

Role

Healthcare IT software vendor / platform provider

Revenue share

92.5%

Side-by-side metrics

Airbus SE
Pro Medicus Limited
Ticker / Exchange
AIR - Euronext Paris
PME - ASX
Market cap (USD)
$160.3B
$15.5B
Gross margin (TTM)
15.5%
n/a
Operating margin (TTM)
7.8%
n/a
Net margin (TTM)
7%
n/a
Sector
Industrials
Healthcare
Industry
Aerospace & Defense
n/a
HQ country
NL
AU
Primary segment
Commercial Aircraft
Visage 7 Enterprise Imaging Platform (PACS / CloudPACS)
Market structure
Duopoly
Oligopoly
Market share
68.8% (implied)
55% (implied)
HHI estimate
5,704
n/a
Pricing power
Moderate
Strong
Moat score
91 / 100
80 / 100
Moat domains
Supply, Demand, Legal
Demand, Supply
Last update
2026-01-01
2026-01-02

Moat coverage

Shared moat types

Long Term Contracts

Airbus SE strengths

Capex Knowhow ScaleTraining Org Change CostsService Field NetworkGovernment Contracting Relationships

Pro Medicus Limited strengths

Data Workflow LockinKeystone ComponentOperational ExcellenceSuite BundlingSwitching Costs General

Segment mix

Airbus SE segments

Full profile >

Commercial Aircraft

Duopoly

71.7%

Helicopters

Oligopoly

11.2%

Defence and Space

Oligopoly

17.1%

Pro Medicus Limited segments

Full profile >

Visage 7 Enterprise Imaging Platform (PACS / CloudPACS)

Oligopoly

92.5%

Visage RIS (Radiology Information System) and Promedicus.net

Oligopoly

7.5%

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.