VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Air Products and Chemicals, Inc. vs BlackRock, Inc.

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

Air Products and Chemicals, Inc.

APD · New York Stock Exchange

Market cap (USD)$55.1B
SectorMaterials
CountryUS
Data as of2025-12-27
Moat score
70/ 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 Air Products and Chemicals, Inc.'s moat claims, evidence, and risks.

View APD analysis

BlackRock, Inc.

BLK · New York Stock Exchange

Market cap (USD)$168.1B
SectorFinancials
CountryUS
Data as of2025-12-31
Moat score
59/ 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 BlackRock, Inc.'s moat claims, evidence, and risks.

View BLK analysis

Comparison highlights

  • Moat score gap: Air Products and Chemicals, Inc. leads (70 / 100 vs 59 / 100 for BlackRock, Inc.).
  • Segment focus: Air Products and Chemicals, Inc. has 3 segments (51.3% in On-site industrial gases (incl. pipelines)); BlackRock, Inc. has 7 segments (33% in iShares ETFs & ETPs).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Air Products and Chemicals, Inc. has 6 moat types across 3 domains; BlackRock, Inc. has 10 across 2.

Primary market context

Air Products and Chemicals, Inc.

On-site industrial gases (incl. pipelines)

Market

On-site supply of industrial gases (oxygen, nitrogen, hydrogen, etc.)

Geography

Global

Customer

Large-volume industrial customers (refining, chemicals, metals, electronics)

Role

Producer / operator of on-site plants and pipeline networks

Revenue share

51.3%

BlackRock, Inc.

iShares ETFs & ETPs

Market

Exchange-traded funds (ETFs) and exchange-traded products (ETPs)

Geography

Global

Customer

Institutional and retail (via intermediaries)

Role

ETF sponsor / asset manager

Revenue share

33%

Side-by-side metrics

Air Products and Chemicals, Inc.
BlackRock, Inc.
Ticker / Exchange
APD - New York Stock Exchange
BLK - New York Stock Exchange
Market cap (USD)
$55.1B
$168.1B
Sector
Materials
Financials
HQ country
US
US
Primary segment
On-site industrial gases (incl. pipelines)
iShares ETFs & ETPs
Market structure
Oligopoly
Oligopoly
Market share
n/a
28.3% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
70 / 100
59 / 100
Moat domains
Demand, Legal, Supply
Supply, Demand
Last update
2025-12-27
2025-12-31

Moat coverage

Shared moat types

Long Term ContractsOperational Excellence

Air Products and Chemicals, Inc. strengths

Permits Rights Of WayCapex Knowhow ScalePhysical Network DensityInstalled Base Consumables

BlackRock, Inc. strengths

Scale Economies Unit CostBrand TrustDistribution ControlSwitching Costs GeneralSuite BundlingProcurement InertiaScope EconomiesData Workflow Lockin

Segment mix

Air Products and Chemicals, Inc. segments

Full profile >

On-site industrial gases (incl. pipelines)

Oligopoly

51.3%

Merchant gases (liquid bulk + packaged)

Competitive

44.3%

Industrial gases equipment (cryogenic & gas processing)

Competitive

4.3%

BlackRock, Inc. segments

Full profile >

iShares ETFs & ETPs

Oligopoly

33%

Institutional Index Mandates (Non-ETF)

Oligopoly

5.7%

Active & Multi-Asset (Public Markets)

Competitive

27.5%

Alternatives & Private Markets

Oligopoly

13.5%

Cash Management (MMFs & cash solutions)

Competitive

5.1%

Aladdin & Technology Services

Oligopoly

7.9%

Distribution & Advisory Services

Competitive

7.3%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.