VOL. XCIV, NO. 247

* MOAT STOCKS COMPARISON *

NO ADVICE

Friday, December 26, 2025

Stock Comparison

The Boeing Company vs Bristol-Myers Squibb Company

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

The Boeing Company

BA · New York Stock Exchange

Market cap (USD)
SectorIndustrials
CountryUS
Data as of2025-12-23
Moat score
61/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

Bristol-Myers Squibb Company

BMY · New York Stock Exchange

Market cap (USD)$110.3B
SectorHealthcare
CountryUS
Data as of2025-12-22
Moat score
56/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

Side-by-side metrics

The Boeing Company
Bristol-Myers Squibb Company
Ticker / Exchange
BA - New York Stock Exchange
BMY - New York Stock Exchange
Market cap (USD)
n/a
$110.3B
Sector
Industrials
Healthcare
HQ country
US
US
Primary segment
Defense, Space & Security (BDS)
Eliquis franchise (apixaban)
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
61 / 100
56 / 100
Moat domains
Legal, Supply, Demand
Legal, Demand, Supply
Last update
2025-12-23
2025-12-22

Moat coverage

Shared moat types

Capex Knowhow Scale

The Boeing Company strengths

Regulated Standards PipeDesign In QualificationGovernment Contracting RelationshipsLong Term ContractsCompliance AdvantageService Field NetworkInstalled Base ConsumablesData Workflow Lockin

Bristol-Myers Squibb Company strengths

IP Choke PointProcurement InertiaSwitching Costs General

Segment mix

The Boeing Company segments

Full profile >

Commercial Airplanes (BCA)

Duopoly

34.3%

Defense, Space & Security (BDS)

Oligopoly

35.8%

Global Services (BGS)

Competitive

29.9%

Bristol-Myers Squibb Company segments

Full profile >

Eliquis franchise (apixaban)

Oligopoly

27.6%

Immuno-oncology checkpoint inhibitors (Opdivo/Yervoy/Opdualag)

Oligopoly

26.4%

Hematology (Revlimid/Pomalyst/Reblozyl)

Competitive

23%

Immunology (Orencia/Sotyktu)

Competitive

8.1%

Other specialty & emerging products (CAR-T, cardiomyopathy, neuroscience, and mature brands)

Competitive

14.9%

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.