VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Airbus SE vs Tyler Technologies, Inc.

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

Tyler Technologies, Inc.

TYL · New York Stock Exchange

Market cap (USD)$19.9B
SectorTechnology
CountryUS
Data as of2025-12-26
Moat score
66/ 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 Tyler Technologies, Inc.'s moat claims, evidence, and risks.

View TYL analysis

Comparison highlights

  • Moat score gap: Airbus SE leads (91 / 100 vs 66 / 100 for Tyler Technologies, Inc.).
  • Segment focus: Airbus SE has 3 segments (71.7% in Commercial Aircraft); Tyler Technologies, Inc. has 2 segments (70.7% in Enterprise Software).
  • Primary market structure: Duopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Airbus SE has 5 moat types across 3 domains; Tyler Technologies, Inc. has 7 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%

Tyler Technologies, Inc.

Enterprise Software

Market

Public sector enterprise application software for mission-critical back-office functions (ERP/public administration, courts & justice, public safety, education, property & recording)

Geography

Primarily United States; also Canada and other international locations

Customer

Government agencies and other public entities (state/local/federal), school districts

Role

Vertical software vendor + implementation/services

Revenue share

70.7%

Side-by-side metrics

Airbus SE
Tyler Technologies, Inc.
Ticker / Exchange
AIR - Euronext Paris
TYL - New York Stock Exchange
Market cap (USD)
n/a
$19.9B
Sector
Industrials
Technology
HQ country
NL
US
Primary segment
Commercial Aircraft
Enterprise Software
Market structure
Duopoly
Competitive
Market share
68.8% (implied)
5%-7% (reported)
HHI estimate
5,704
n/a
Pricing power
Moderate
Moderate
Moat score
91 / 100
66 / 100
Moat domains
Supply, Demand, Legal
Demand, Supply
Last update
2026-01-01
2025-12-26

Moat coverage

Shared moat types

Training Org Change CostsLong Term Contracts

Airbus SE strengths

Capex Knowhow ScaleService Field NetworkGovernment Contracting Relationships

Tyler Technologies, Inc. strengths

Procurement InertiaSuite BundlingData Workflow LockinScale Economies Unit CostBrand Trust

Segment mix

Airbus SE segments

Full profile >

Commercial Aircraft

Duopoly

71.7%

Helicopters

Oligopoly

11.2%

Defence and Space

Oligopoly

17.1%

Tyler Technologies, Inc. segments

Full profile >

Enterprise Software

Competitive

70.7%

Platform Technologies

Competitive

29%

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.