VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

The Boeing Company vs Brookfield Corporation

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)$171.7B
Gross margin (TTM)1.2%
Operating margin (TTM)-10.4%
Net margin (TTM)-12.2%
SectorIndustrials
IndustryAerospace & Defense
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.

Full stock profile

Dive deeper into The Boeing Company's moat claims, evidence, and risks.

View BA analysis

Brookfield Corporation

BN · New York Stock Exchange

Market cap (USD)$109.6B
Gross margin (TTM)34.5%
Operating margin (TTM)24.1%
Net margin (TTM)1.3%
SectorFinancials
IndustryAsset Management
CountryCA
Data as of2026-01-05
Moat score
65/ 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 Brookfield Corporation's moat claims, evidence, and risks.

View BN analysis

Comparison highlights

  • Moat score gap: Brookfield Corporation leads (65 / 100 vs 61 / 100 for The Boeing Company).
  • Segment focus: The Boeing Company has 3 segments (35.8% in Defense, Space & Security (BDS)); Brookfield Corporation has 6 segments.
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: The Boeing Company has 9 moat types across 3 domains; Brookfield Corporation has 10 across 5.

Primary market context

The Boeing Company

Defense, Space & Security (BDS)

Market

Defense aerospace & space prime contracting (air, space, and mission systems)

Geography

Primarily U.S., with international programs

Customer

U.S. and allied governments; defense agencies

Role

Prime contractor / systems integrator

Revenue share

35.8%

Brookfield Corporation

Asset Management

Market

Alternative asset management (private markets: infrastructure, renewables, private equity, real estate, credit)

Geography

Global

Customer

Institutional investors and private wealth channels

Role

General partner (GP) / asset manager

Side-by-side metrics

The Boeing Company
Brookfield Corporation
Ticker / Exchange
BA - New York Stock Exchange
BN - New York Stock Exchange
Market cap (USD)
$171.7B
$109.6B
Gross margin (TTM)
1.2%
34.5%
Operating margin (TTM)
-10.4%
24.1%
Net margin (TTM)
-12.2%
1.3%
Sector
Industrials
Financials
Industry
Aerospace & Defense
Asset Management
HQ country
US
CA
Primary segment
Defense, Space & Security (BDS)
Asset Management
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
61 / 100
65 / 100
Moat domains
Legal, Supply, Demand
Demand, Network, Financial, Supply, Legal
Last update
2025-12-23
2026-01-05

Moat coverage

Shared moat types

Capex Knowhow ScaleLong Term Contracts

The Boeing Company strengths

Regulated Standards PipeDesign In QualificationGovernment Contracting RelationshipsCompliance AdvantageService Field NetworkInstalled Base ConsumablesData Workflow Lockin

Brookfield Corporation strengths

Ecosystem ComplementsBrand TrustFloat PrepaymentCost Of Capital AdvantagePermits Rights Of WayPhysical Network DensityOperational ExcellenceGeographic Natural

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%

Brookfield Corporation segments

Full profile >

Asset Management

Oligopoly

n/a

Wealth Solutions (Insurance)

Competitive

n/a

Renewable Power and Transition

Competitive

n/a

Infrastructure

Oligopoly

n/a

Private Equity (Operating Businesses)

Competitive

n/a

Real Estate

Competitive

n/a

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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Proven models entering the expansion stage with unit economics that work.

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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.