VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Airbus SE vs Visa 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

Visa Inc.

V · New York Stock Exchange

Market cap (USD)$677.5B
SectorFinancials
CountryUS
Data as of2025-12-21
Moat score
77/ 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 Visa Inc.'s moat claims, evidence, and risks.

View V analysis

Comparison highlights

  • Moat score gap: Airbus SE leads (91 / 100 vs 77 / 100 for Visa Inc.).
  • Segment focus: Airbus SE has 3 segments (71.7% in Commercial Aircraft); Visa Inc. has 4 segments (35.9% in Data processing revenue).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Moderate vs n/a.
  • Moat breadth: Airbus SE has 5 moat types across 3 domains; Visa Inc. has 7 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%

Visa Inc.

Data processing revenue

Market

Payment transaction processing (authorization, clearing and settlement) for VisaNet and related network access

Geography

Global

Customer

Issuers, acquirers, payment processors

Role

Network processor / switch (authorization, clearing, settlement)

Revenue share

35.9%

Side-by-side metrics

Airbus SE
Visa Inc.
Ticker / Exchange
AIR - Euronext Paris
V - New York Stock Exchange
Market cap (USD)
n/a
$677.5B
Sector
Industrials
Financials
HQ country
NL
US
Primary segment
Commercial Aircraft
Data processing revenue
Market structure
Duopoly
Oligopoly
Market share
68.8% (implied)
n/a
HHI estimate
5,704
n/a
Pricing power
Moderate
n/a
Moat score
91 / 100
77 / 100
Moat domains
Supply, Demand, Legal
Network, Demand, Supply, Legal
Last update
2026-01-01
2025-12-21

Moat coverage

Shared moat types

Capex Knowhow Scale

Airbus SE strengths

Training Org Change CostsLong Term ContractsService Field NetworkGovernment Contracting Relationships

Visa Inc. strengths

Two Sided NetworkBrand TrustClearing SettlementCompliance AdvantageSuite BundlingData Workflow Lockin

Segment mix

Airbus SE segments

Full profile >

Commercial Aircraft

Duopoly

71.7%

Helicopters

Oligopoly

11.2%

Defence and Space

Oligopoly

17.1%

Visa Inc. segments

Full profile >

Service revenue

Oligopoly

31.5%

Data processing revenue

Oligopoly

35.9%

International transaction revenue

Oligopoly

25.4%

Other revenue

Competitive

7.3%

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.