VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

The Boeing Company vs DSM-Firmenich AG

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.

Full stock profile

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

View BA analysis

DSM-Firmenich AG

DSFIR · Euronext Amsterdam

Market cap (USD)
SectorMaterials
CountryCH
Data as of2025-12-29
Moat score
63/ 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 DSM-Firmenich AG's moat claims, evidence, and risks.

View DSFIR analysis

Comparison highlights

  • Moat score gap: DSM-Firmenich AG leads (63 / 100 vs 61 / 100 for The Boeing Company).
  • Segment focus: The Boeing Company has 3 segments (35.8% in Defense, Space & Security (BDS)); DSM-Firmenich AG has 4 segments (31% in Perfumery & Beauty).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: The Boeing Company has 9 moat types across 3 domains; DSM-Firmenich AG has 10 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%

DSM-Firmenich AG

Perfumery & Beauty

Market

B2B fragrances, perfumery ingredients, and beauty ingredients

Geography

Global

Customer

Consumer brands (fine fragrance, personal care, home care) and beauty brands

Role

Ingredient supplier / fragrance house (co-creation + ingredient palette)

Revenue share

31%

Side-by-side metrics

The Boeing Company
DSM-Firmenich AG
Ticker / Exchange
BA - New York Stock Exchange
DSFIR - Euronext Amsterdam
Market cap (USD)
n/a
n/a
Sector
Industrials
Materials
HQ country
US
CH
Primary segment
Defense, Space & Security (BDS)
Perfumery & Beauty
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
61 / 100
63 / 100
Moat domains
Legal, Supply, Demand
Supply, Demand, Legal, Network
Last update
2025-12-23
2025-12-29

Moat coverage

Shared moat types

Design In QualificationCompliance AdvantageService Field NetworkData Workflow Lockin

The Boeing Company strengths

Regulated Standards PipeCapex Knowhow ScaleGovernment Contracting RelationshipsLong Term ContractsInstalled Base Consumables

DSM-Firmenich AG strengths

Supply Chain ControlTraining Org Change CostsIP Choke PointScope EconomiesLearning Curve YieldEcosystem Complements

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%

DSM-Firmenich AG segments

Full profile >

Perfumery & Beauty

Oligopoly

31%

Taste, Texture & Health

Oligopoly

25.4%

Health, Nutrition & Care

Competitive

17.3%

Animal Nutrition & Health

Competitive

26%

Want the full wide moat stocks list?

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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.