VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

The Boeing Company vs General Dynamics 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)$182.2B
Gross margin (TTM)4.8%
Operating margin (TTM)-5.9%
Net margin (TTM)2.5%
SectorIndustrials
IndustryAerospace & Defense
CountryUS
Data as of2026-05-29
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 The Boeing Company's moat claims, evidence, and risks.

View BA analysis

General Dynamics Corporation

GD · New York Stock Exchange

Market cap (USD)$93B
Gross margin (TTM)15.2%
Operating margin (TTM)10.2%
Net margin (TTM)8.1%
SectorIndustrials
IndustryAerospace & Defense
CountryUS
Data as of2026-05-26
Moat score
81/ 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 General Dynamics Corporation's moat claims, evidence, and risks.

View GD analysis

Comparison highlights

  • Moat score gap: General Dynamics Corporation leads (81 / 100 vs 65 / 100 for The Boeing Company).
  • Segment focus: The Boeing Company has 3 segments (46.3% in Commercial Airplanes (BCA)); General Dynamics Corporation has 4 segments (31.8% in Marine Systems (Nuclear subs + surface shipbuilding)).
  • Moat breadth: The Boeing Company has 9 moat types across 3 domains; General Dynamics Corporation has 11 across 3.

Primary market context

The Boeing Company

Commercial Airplanes (BCA)

Market

Large commercial jet aircraft (narrow-body and wide-body) manufacturing

Geography

Global

Customer

Commercial airlines and aircraft lessors

Role

OEM airframer

Revenue share

46.3%

General Dynamics Corporation

Marine Systems (Nuclear subs + surface shipbuilding)

Market

U.S. Navy nuclear-powered submarine construction and major surface combatant shipbuilding/lifecycle services

Geography

United States

Customer

Government (primarily U.S. Navy)

Role

Prime contractor / shipbuilder / lifecycle services

Revenue share

31.8%

Side-by-side metrics

The Boeing Company
General Dynamics Corporation
Ticker / Exchange
BA - New York Stock Exchange
GD - New York Stock Exchange
Market cap (USD)
$182.2B
$93B
Gross margin (TTM)
4.8%
15.2%
Operating margin (TTM)
-5.9%
10.2%
Net margin (TTM)
2.5%
8.1%
Sector
Industrials
Industrials
Industry
Aerospace & Defense
Aerospace & Defense
HQ country
US
US
Primary segment
Commercial Airplanes (BCA)
Marine Systems (Nuclear subs + surface shipbuilding)
Market structure
Duopoly
Duopoly
Market share
42%-44% (implied)
45%-55% (estimated)
HHI estimate
5,096
5,000
Pricing power
Weak
Weak
Moat score
65 / 100
81 / 100
Moat domains
Legal, Supply, Demand
Demand, Supply, Legal
Last update
2026-05-29
2026-05-26

Moat coverage

Shared moat types

Regulated Standards PipeCapex Knowhow ScaleDesign In QualificationGovernment Contracting RelationshipsLong Term ContractsCompliance AdvantageService Field Network

The Boeing Company strengths

Installed Base ConsumablesData Workflow Lockin

General Dynamics Corporation strengths

Brand TrustProcurement InertiaCapacity MoatSuite Bundling

Segment mix

The Boeing Company segments

Full profile >

Commercial Airplanes (BCA)

Duopoly

46.3%

Defense, Space & Security (BDS)

Oligopoly

30.4%

Global Services (BGS)

Competitive

23.3%

General Dynamics Corporation segments

Full profile >

Aerospace (Gulfstream + Jet Aviation)

Oligopoly

24.9%

Marine Systems (Nuclear subs + surface shipbuilding)

Duopoly

31.8%

Combat Systems (Land vehicles + munitions)

Oligopoly

17.6%

Technologies (C5ISR + Federal IT)

Competitive

25.6%

Want the full wide moat stocks list?

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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.