VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Dassault Aviation vs Ferrari N.V.

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

Ferrari N.V.

RACE · New York Stock Exchange

Market cap (USD)
SectorConsumer
CountryNL
Data as of2025-12-31
Moat score
81/ 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 Ferrari N.V.'s moat claims, evidence, and risks.

View RACE analysis

Comparison highlights

  • Moat score gap: Ferrari N.V. leads (81 / 100 vs 79 / 100 for Dassault Aviation).
  • Segment focus: Dassault Aviation has 2 segments (63.5% in Defence (Military Aircraft & Support)); Ferrari N.V. has 3 segments (85.8% in Cars and spare parts).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Dassault Aviation has 6 moat types across 4 domains; Ferrari N.V. has 5 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%

Ferrari N.V.

Cars and spare parts

Market

Luxury performance cars and OEM spare parts/after-sales

Geography

Global

Customer

High-net-worth individuals and collectors; sales and service via authorized dealers

Role

OEM / brand owner with selective dealer distribution

Revenue share

85.8%

Side-by-side metrics

Dassault Aviation
Ferrari N.V.
Ticker / Exchange
AM - Euronext Paris
RACE - New York Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Industrials
Consumer
HQ country
FR
NL
Primary segment
Defence (Military Aircraft & Support)
Cars and spare parts
Market structure
Oligopoly
Oligopoly
Market share
n/a
23% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
79 / 100
81 / 100
Moat domains
Legal, Demand, Supply, Financial
Demand, Supply, Legal
Last update
2025-12-28
2025-12-31

Moat coverage

Shared moat types

No overlap yet.

Dassault Aviation strengths

Government Contracting RelationshipsLong Term ContractsService Field NetworkFloat PrepaymentRegulated Standards PipeReputation Reviews

Ferrari N.V. strengths

Brand TrustCapacity MoatDistribution ControlInstalled Base ConsumablesIP Choke Point

Segment mix

Dassault Aviation segments

Full profile >

Defence (Military Aircraft & Support)

Oligopoly

63.5%

Falcon (Business Jets & Support)

Oligopoly

36.5%

Ferrari N.V. segments

Full profile >

Cars and spare parts

Oligopoly

85.8%

Sponsorship, commercial and brand

Competitive

10%

Other

Competitive

4.2%

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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.