VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Dassault Aviation vs Chubb Limited

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

Chubb Limited

CB · New York Stock Exchange

Market cap (USD)$126.1B
Gross margin (TTM)28.5%
Operating margin (TTM)21.1%
Net margin (TTM)16.5%
SectorFinancials
IndustryInsurance - Property & Casualty
CountryCH
Data as of2026-01-04
Moat score
68/ 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 Chubb Limited's moat claims, evidence, and risks.

View CB analysis

Comparison highlights

  • Moat score gap: Dassault Aviation leads (79 / 100 vs 68 / 100 for Chubb Limited).
  • Segment focus: Dassault Aviation has 2 segments (63.5% in Defence (Military Aircraft & Support)); Chubb Limited has 6 segments (40% in North America Commercial P&C Insurance).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Dassault Aviation has 6 moat types across 4 domains; Chubb Limited has 6 across 4.

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%

Chubb Limited

North America Commercial P&C Insurance

Market

Commercial property & casualty and corporate accident & health insurance

Geography

North America

Customer

Businesses and institutions (middle market to large corporates); specialty commercial

Role

Primary insurer / underwriter

Revenue share

40%

Side-by-side metrics

Dassault Aviation
Chubb Limited
Ticker / Exchange
AM - Euronext Paris
CB - New York Stock Exchange
Market cap (USD)
$22.9B
$126.1B
Gross margin (TTM)
40.4%
28.5%
Operating margin (TTM)
7.9%
21.1%
Net margin (TTM)
13.6%
16.5%
Sector
Industrials
Financials
Industry
Aerospace & Defense
Insurance - Property & Casualty
HQ country
FR
CH
Primary segment
Defence (Military Aircraft & Support)
North America Commercial P&C Insurance
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
79 / 100
68 / 100
Moat domains
Legal, Demand, Supply, Financial
Supply, Demand, Legal, Financial
Last update
2025-12-28
2026-01-04

Moat coverage

Shared moat types

No overlap yet.

Dassault Aviation strengths

Government Contracting RelationshipsLong Term ContractsService Field NetworkFloat PrepaymentRegulated Standards PipeReputation Reviews

Chubb Limited strengths

Distribution ControlOperational ExcellenceBrand TrustCompliance AdvantageCost Of Capital AdvantageInstalled Base Consumables

Segment mix

Dassault Aviation segments

Full profile >

Defence (Military Aircraft & Support)

Oligopoly

63.5%

Falcon (Business Jets & Support)

Oligopoly

36.5%

Chubb Limited segments

Full profile >

North America Commercial P&C Insurance

Competitive

40%

North America Personal P&C Insurance

Oligopoly

12%

North America Agricultural Insurance

Oligopoly

5%

Overseas General Insurance

Competitive

27%

Global Reinsurance

Oligopoly

3%

Life Insurance

Competitive

13%

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.