VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Airbus SE vs The Sherwin-Williams Company

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

The Sherwin-Williams Company

SHW · New York Stock Exchange

Market cap (USD)$80.4B
SectorMaterials
CountryUS
Data as of2025-12-31
Moat score
84/ 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 The Sherwin-Williams Company's moat claims, evidence, and risks.

View SHW analysis

Comparison highlights

  • Moat score gap: Airbus SE leads (91 / 100 vs 84 / 100 for The Sherwin-Williams Company).
  • Segment focus: Airbus SE has 3 segments (71.7% in Commercial Aircraft); The Sherwin-Williams Company has 3 segments (57.1% in Paint Stores Group).
  • Primary market structure: Duopoly vs Quasi-Monopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Airbus SE has 5 moat types across 3 domains; The Sherwin-Williams Company has 6 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%

The Sherwin-Williams Company

Paint Stores Group

Market

Company-operated paint & coatings retail (architectural + related products)

Geography

United States, Canada, Caribbean

Customer

Professional contractors and DIY homeowners

Role

Manufacturer-owned retail / distribution

Revenue share

57.1%

Side-by-side metrics

Airbus SE
The Sherwin-Williams Company
Ticker / Exchange
AIR - Euronext Paris
SHW - New York Stock Exchange
Market cap (USD)
n/a
$80.4B
Sector
Industrials
Materials
HQ country
NL
US
Primary segment
Commercial Aircraft
Paint Stores Group
Market structure
Duopoly
Quasi-Monopoly
Market share
68.8% (implied)
69.4% (estimated)
HHI estimate
5,704
n/a
Pricing power
Moderate
Strong
Moat score
91 / 100
84 / 100
Moat domains
Supply, Demand, Legal
Supply, Demand, Legal
Last update
2026-01-01
2025-12-31

Moat coverage

Shared moat types

Service Field Network

Airbus SE strengths

Capex Knowhow ScaleTraining Org Change CostsLong Term ContractsGovernment Contracting Relationships

The Sherwin-Williams Company strengths

Distribution ControlBrand TrustScope EconomiesSwitching Costs GeneralCompliance Advantage

Segment mix

Airbus SE segments

Full profile >

Commercial Aircraft

Duopoly

71.7%

Helicopters

Oligopoly

11.2%

Defence and Space

Oligopoly

17.1%

The Sherwin-Williams Company segments

Full profile >

Paint Stores Group

Quasi-Monopoly

57.1%

Consumer Brands Group

Oligopoly

13.5%

Performance Coatings Group

Oligopoly

29.4%

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.