VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Dassault Aviation vs Etsy, Inc.

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

Dassault Aviation

AM · Euronext Paris

Market cap (USD)
SectorIndustrials
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

Etsy, Inc.

ETSY · New York Stock Exchange

Market cap (USD)
SectorConsumer
CountryUS
Data as of2025-12-28
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 Etsy, Inc.'s moat claims, evidence, and risks.

View ETSY analysis

Comparison highlights

  • Moat score gap: Dassault Aviation leads (79 / 100 vs 66 / 100 for Etsy, Inc.).
  • Segment focus: Dassault Aviation has 2 segments (63.5% in Defence (Military Aircraft & Support)); Etsy, Inc. has 2 segments (72% in Marketplace Platform (transaction fees + payments processing + listing fees)).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Dassault Aviation has 6 moat types across 4 domains; Etsy, Inc. has 6 across 3.

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%

Etsy, Inc.

Marketplace Platform (transaction fees + payments processing + listing fees)

Market

Specialty e-commerce marketplaces (handmade/unique goods and resale fashion)

Geography

Global

Customer

Consumers and independent sellers

Role

Two-sided marketplace operator and payments facilitator

Revenue share

72%

Side-by-side metrics

Dassault Aviation
Etsy, Inc.
Ticker / Exchange
AM - Euronext Paris
ETSY - New York Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Industrials
Consumer
HQ country
FR
US
Primary segment
Defence (Military Aircraft & Support)
Marketplace Platform (transaction fees + payments processing + listing fees)
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
79 / 100
66 / 100
Moat domains
Legal, Demand, Supply, Financial
Network, Demand, Supply
Last update
2025-12-28
2025-12-28

Moat coverage

Shared moat types

No overlap yet.

Dassault Aviation strengths

Government Contracting RelationshipsLong Term ContractsService Field NetworkFloat PrepaymentRegulated Standards PipeReputation Reviews

Etsy, Inc. strengths

Two Sided NetworkBrand TrustOperational ExcellenceSuite BundlingData Workflow LockinScale Economies Unit Cost

Segment mix

Dassault Aviation segments

Full profile >

Defence (Military Aircraft & Support)

Oligopoly

63.5%

Falcon (Business Jets & Support)

Oligopoly

36.5%

Etsy, Inc. segments

Full profile >

Marketplace Platform (transaction fees + payments processing + listing fees)

Competitive

72%

Seller Services (on-site advertising + shipping labels + other)

Quasi-Monopoly

28%

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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.