VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Thursday, January 8, 2026

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Stock Comparison

The Boeing Company vs VINCI SA

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

VINCI SA

DG · Euronext Paris

Market cap (USD)$67.5B
Gross margin (TTM)16%
Operating margin (TTM)12.1%
Net margin (TTM)6.5%
SectorIndustrials
IndustryEngineering & Construction
CountryFR
Data as of2026-01-03
Moat score
57/ 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 VINCI SA's moat claims, evidence, and risks.

View DG analysis

Comparison highlights

  • Moat score gap: The Boeing Company leads (61 / 100 vs 57 / 100 for VINCI SA).
  • Segment focus: The Boeing Company has 3 segments (35.8% in Defense, Space & Security (BDS)); VINCI SA has 7 segments (44.4% in VINCI Construction).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Weak vs Weak.
  • Moat breadth: The Boeing Company has 9 moat types across 3 domains; VINCI SA has 7 across 2.

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%

VINCI SA

VINCI Construction

Market

Construction and civil engineering contracting (buildings, infrastructure and specialty networks)

Geography

Global

Customer

Public-sector project owners and private developers/industrial clients

Role

General contractor / civil engineering contractor

Revenue share

44.4%

Side-by-side metrics

The Boeing Company
VINCI SA
Ticker / Exchange
BA - New York Stock Exchange
DG - Euronext Paris
Market cap (USD)
$171.7B
$67.5B
Gross margin (TTM)
1.2%
16%
Operating margin (TTM)
-10.4%
12.1%
Net margin (TTM)
-12.2%
6.5%
Sector
Industrials
Industrials
Industry
Aerospace & Defense
Engineering & Construction
HQ country
US
FR
Primary segment
Defense, Space & Security (BDS)
VINCI Construction
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Weak
Moat score
61 / 100
57 / 100
Moat domains
Legal, Supply, Demand
Legal, Supply
Last update
2025-12-23
2026-01-03

Moat coverage

Shared moat types

Capex Knowhow ScaleCompliance AdvantageService Field Network

The Boeing Company strengths

Regulated Standards PipeDesign In QualificationGovernment Contracting RelationshipsLong Term ContractsInstalled Base ConsumablesData Workflow Lockin

VINCI SA strengths

Concession LicensePermits Rights Of WayOperational ExcellenceCapacity Moat

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%

VINCI SA segments

Full profile >

VINCI Autoroutes

Monopoly

9.2%

VINCI Airports

Oligopoly

6.3%

Other concessions (incl. VINCI Highways and PPP assets)

Competitive

0.8%

VINCI Energies

Competitive

28.4%

Cobra IS

Competitive

9.9%

VINCI Construction

Competitive

44.4%

VINCI Immobilier

Competitive

1.6%

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.