VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Dassault Aviation vs Atlas Copco AB (publ)

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Dassault Aviation

AM · Euronext Paris

Market cap (USD)$22.9B
Gross margin (TTM)40.4%
Operating margin (TTM)7.9%
Net margin (TTM)13.6%
SectorIndustrials
IndustryAerospace & Defense
CountryFR
Data as of2025-12-28
Moat score
79/ 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 Dassault Aviation's moat claims, evidence, and risks.

View AM analysis

Atlas Copco AB (publ)

ATCO-A · Nasdaq Stockholm

Market cap (USD)$839.9B
Gross margin (TTM)42.7%
Operating margin (TTM)21%
Net margin (TTM)16.1%
SectorIndustrials
IndustryIndustrial - Machinery
CountrySE
Data as of2026-01-05
Moat score
63/ 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 Atlas Copco AB (publ)'s moat claims, evidence, and risks.

View ATCO-A analysis

Comparison highlights

  • Moat score gap: Dassault Aviation leads (79 / 100 vs 63 / 100 for Atlas Copco AB (publ)).
  • Segment focus: Dassault Aviation has 2 segments (63.5% in Defence (Military Aircraft & Support)); Atlas Copco AB (publ) has 4 segments (43.8% in Compressor Technique).
  • Moat breadth: Dassault Aviation has 6 moat types across 4 domains; Atlas Copco AB (publ) has 6 across 2.

Primary market context

Dassault Aviation

Defence (Military Aircraft & Support)

Market

Multi-role fighter aircraft and military aircraft lifecycle support (Rafale and legacy platforms)

Geography

France + Export

Customer

National governments / defense ministries

Role

Prime contractor (OEM) + lifecycle support

Revenue share

63.5%

Atlas Copco AB (publ)

Compressor Technique

Market

Industrial compressors, air/gas systems (including air treatment) and related aftermarket service

Geography

Global

Customer

Industrial and process customers; distributors; service-contract customers

Role

Equipment OEM + aftermarket service provider

Revenue share

43.8%

Side-by-side metrics

Dassault Aviation
Atlas Copco AB (publ)
Ticker / Exchange
AM - Euronext Paris
ATCO-A - Nasdaq Stockholm
Market cap (USD)
$22.9B
$839.9B
Gross margin (TTM)
40.4%
42.7%
Operating margin (TTM)
7.9%
21%
Net margin (TTM)
13.6%
16.1%
Sector
Industrials
Industrials
Industry
Aerospace & Defense
Industrial - Machinery
HQ country
FR
SE
Primary segment
Defence (Military Aircraft & Support)
Compressor Technique
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
79 / 100
63 / 100
Moat domains
Legal, Demand, Supply, Financial
Supply, Demand
Last update
2025-12-28
2026-01-05

Moat coverage

Shared moat types

Service Field Network

Dassault Aviation strengths

Government Contracting RelationshipsLong Term ContractsFloat PrepaymentRegulated Standards PipeReputation Reviews

Atlas Copco AB (publ) strengths

Data Workflow LockinDesign In QualificationLearning Curve YieldInstalled Base ConsumablesCapacity Moat

Segment mix

Dassault Aviation segments

Full profile >

Defence (Military Aircraft & Support)

Oligopoly

63.5%

Falcon (Business Jets & Support)

Oligopoly

36.5%

Atlas Copco AB (publ) segments

Full profile >

Compressor Technique

Oligopoly

43.8%

Vacuum Technique

Oligopoly

22.9%

Industrial Technique

Oligopoly

16.7%

Power Technique

Competitive

16.7%

Want the full wide moat stocks list?

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Proven models entering the expansion stage with unit economics that work.

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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.