VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

The Boeing Company vs Huntington Ingalls Industries, Inc.

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

Huntington Ingalls Industries, Inc.

HII · New York Stock Exchange

Market cap (USD)$12.5B
Gross margin (TTM)12.4%
Operating margin (TTM)4.9%
Net margin (TTM)4.7%
SectorIndustrials
IndustryAerospace & Defense
CountryUS
Data as of2026-05-27
Moat score
83/ 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 Huntington Ingalls Industries, Inc.'s moat claims, evidence, and risks.

View HII analysis

Comparison highlights

  • Moat score gap: Huntington Ingalls Industries, Inc. leads (83 / 100 vs 65 / 100 for The Boeing Company).
  • Segment focus: The Boeing Company has 3 segments (46.3% in Commercial Airplanes (BCA)); Huntington Ingalls Industries, Inc. has 3 segments (53.1% in Newport News Shipbuilding (Nuclear Shipbuilding)).
  • Primary market structure: Duopoly vs Quasi-Monopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: The Boeing Company has 9 moat types across 3 domains; Huntington Ingalls Industries, Inc. has 6 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%

Huntington Ingalls Industries, Inc.

Newport News Shipbuilding (Nuclear Shipbuilding)

Market

U.S. Navy nuclear shipbuilding and carrier lifecycle services (CVN construction/RCOH/inactivation + SSN/SSBN construction)

Geography

United States

Customer

U.S. Government (U.S. Navy)

Role

Prime contractor shipyard / integrator

Revenue share

53.1%

Side-by-side metrics

The Boeing Company
Huntington Ingalls Industries, Inc.
Ticker / Exchange
BA - New York Stock Exchange
HII - New York Stock Exchange
Market cap (USD)
$182.2B
$12.5B
Gross margin (TTM)
4.8%
12.4%
Operating margin (TTM)
-5.9%
4.9%
Net margin (TTM)
2.5%
4.7%
Sector
Industrials
Industrials
Industry
Aerospace & Defense
Aerospace & Defense
HQ country
US
US
Primary segment
Commercial Airplanes (BCA)
Newport News Shipbuilding (Nuclear Shipbuilding)
Market structure
Duopoly
Quasi-Monopoly
Market share
42%-44% (implied)
n/a
HHI estimate
5,096
n/a
Pricing power
Weak
Moderate
Moat score
65 / 100
83 / 100
Moat domains
Legal, Supply, Demand
Legal, Supply, Demand
Last update
2026-05-29
2026-05-27

Moat coverage

Shared moat types

Capex Knowhow ScaleDesign In QualificationGovernment Contracting RelationshipsLong Term ContractsCompliance Advantage

The Boeing Company strengths

Regulated Standards PipeService Field NetworkInstalled Base ConsumablesData Workflow Lockin

Huntington Ingalls Industries, Inc. strengths

Contractual Exclusivity

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%

Huntington Ingalls Industries, Inc. segments

Full profile >

Newport News Shipbuilding (Nuclear Shipbuilding)

Quasi-Monopoly

53.1%

Ingalls Shipbuilding (Non-Nuclear Shipbuilding)

Quasi-Monopoly

23.1%

Mission Technologies (Defense Tech & Services)

Competitive

23.8%

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.