VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Wednesday, December 31, 2025
Stock Comparison
Broadcom Inc. vs BAE Systems plc
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Broadcom Inc.
AVGO · NASDAQ Global Select Market
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Broadcom Inc.'s moat claims, evidence, and risks.
View AVGO analysisBAE Systems plc
BA. · London Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into BAE Systems plc's moat claims, evidence, and risks.
View BA. analysisComparison highlights
- Moat score gap: BAE Systems plc leads (75 / 100 vs 66 / 100 for Broadcom Inc.).
- Segment focus: Broadcom Inc. has 2 segments (57.7% in Semiconductor Solutions); BAE Systems plc has 5 segments (26.6% in Electronic Systems).
- Moat breadth: Broadcom Inc. has 8 moat types across 4 domains; BAE Systems plc has 8 across 3.
Primary market context
Broadcom Inc.
Semiconductor Solutions
Fabless semiconductor solutions (data center and AI networking/custom silicon, connectivity, broadband, storage, industrial) plus semiconductor IP licensing
Global
Hyperscalers, OEMs, and contract manufacturers; sold via direct sales and distributors
Fabless chip designer and IP licensor; outsources most wafer manufacturing and assembly/test
57.7%
BAE Systems plc
Electronic Systems
Defence electronics (electronic warfare, avionics, C4ISR, space payloads and mission systems)
Primarily US and UK; global programmes
Government defence and intelligence agencies; prime contractors
Subsystem OEM and prime contractor for electronics/mission systems
26.6%
Side-by-side metrics
Moat coverage
Shared moat types
Broadcom Inc. strengths
BAE Systems plc strengths
Segment mix
Broadcom Inc. segments
Full profile >Semiconductor Solutions
Oligopoly
Infrastructure Software
Oligopoly
BAE Systems plc segments
Full profile >Electronic Systems
Oligopoly
Platforms & Services
Oligopoly
Air
Oligopoly
Maritime
Oligopoly
Cyber & Intelligence
Competitive
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View the moat stocks listCuration & 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.