VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

The Boeing Company vs Chubb Limited

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

Chubb Limited

CB · New York Stock Exchange

Market cap (USD)$126.1B
Gross margin (TTM)28.5%
Operating margin (TTM)21.1%
Net margin (TTM)16.5%
SectorFinancials
IndustryInsurance - Property & Casualty
CountryCH
Data as of2026-01-04
Moat score
68/ 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 Chubb Limited's moat claims, evidence, and risks.

View CB analysis

Comparison highlights

  • Moat score gap: Chubb Limited leads (68 / 100 vs 61 / 100 for The Boeing Company).
  • Segment focus: The Boeing Company has 3 segments (35.8% in Defense, Space & Security (BDS)); Chubb Limited has 6 segments (40% in North America Commercial P&C Insurance).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Weak vs Moderate.
  • Moat breadth: The Boeing Company has 9 moat types across 3 domains; Chubb Limited has 6 across 4.

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%

Chubb Limited

North America Commercial P&C Insurance

Market

Commercial property & casualty and corporate accident & health insurance

Geography

North America

Customer

Businesses and institutions (middle market to large corporates); specialty commercial

Role

Primary insurer / underwriter

Revenue share

40%

Side-by-side metrics

The Boeing Company
Chubb Limited
Ticker / Exchange
BA - New York Stock Exchange
CB - New York Stock Exchange
Market cap (USD)
$171.7B
$126.1B
Gross margin (TTM)
1.2%
28.5%
Operating margin (TTM)
-10.4%
21.1%
Net margin (TTM)
-12.2%
16.5%
Sector
Industrials
Financials
Industry
Aerospace & Defense
Insurance - Property & Casualty
HQ country
US
CH
Primary segment
Defense, Space & Security (BDS)
North America Commercial P&C Insurance
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
61 / 100
68 / 100
Moat domains
Legal, Supply, Demand
Supply, Demand, Legal, Financial
Last update
2025-12-23
2026-01-04

Moat coverage

Shared moat types

Compliance AdvantageInstalled Base Consumables

The Boeing Company strengths

Regulated Standards PipeCapex Knowhow ScaleDesign In QualificationGovernment Contracting RelationshipsLong Term ContractsService Field NetworkData Workflow Lockin

Chubb Limited strengths

Distribution ControlOperational ExcellenceBrand TrustCost Of Capital Advantage

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%

Chubb Limited segments

Full profile >

North America Commercial P&C Insurance

Competitive

40%

North America Personal P&C Insurance

Oligopoly

12%

North America Agricultural Insurance

Oligopoly

5%

Overseas General Insurance

Competitive

27%

Global Reinsurance

Oligopoly

3%

Life Insurance

Competitive

13%

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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Looking for expansion-stage stocks?

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.