VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

The Boeing Company vs Hims & Hers Health, 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)
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

Hims & Hers Health, Inc.

HIMS · New York Stock Exchange

Market cap (USD)
SectorHealthcare
CountryUS
Data as of2025-12-29
Moat score
51/ 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 Hims & Hers Health, Inc.'s moat claims, evidence, and risks.

View HIMS analysis

Comparison highlights

  • Moat score gap: The Boeing Company leads (61 / 100 vs 51 / 100 for Hims & Hers Health, Inc.).
  • Segment focus: The Boeing Company has 3 segments (35.8% in Defense, Space & Security (BDS)); Hims & Hers Health, Inc. has 2 segments (97.4% in Online Platform).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Weak vs Moderate.
  • Moat breadth: The Boeing Company has 9 moat types across 3 domains; Hims & Hers Health, Inc. has 3 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%

Hims & Hers Health, Inc.

Online Platform

Market

Direct-to-consumer telehealth + subscription pharmacy (cash-pay) for lifestyle and chronic conditions

Geography

Primarily United States

Customer

Consumers (end-users), paid out-of-pocket; supported by affiliated provider networks and pharmacy fulfillment

Role

D2C digital health platform + fulfillment (mail-order pharmacy and partners)

Revenue share

97.4%

Side-by-side metrics

The Boeing Company
Hims & Hers Health, Inc.
Ticker / Exchange
BA - New York Stock Exchange
HIMS - New York Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Industrials
Healthcare
HQ country
US
US
Primary segment
Defense, Space & Security (BDS)
Online Platform
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
61 / 100
51 / 100
Moat domains
Legal, Supply, Demand
Demand, Supply
Last update
2025-12-23
2025-12-29

Moat coverage

Shared moat types

No overlap yet.

The Boeing Company strengths

Regulated Standards PipeCapex Knowhow ScaleDesign In QualificationGovernment Contracting RelationshipsLong Term ContractsCompliance AdvantageService Field NetworkInstalled Base ConsumablesData Workflow Lockin

Hims & Hers Health, Inc. strengths

Habit DefaultBrand TrustOperational Excellence

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%

Hims & Hers Health, Inc. segments

Full profile >

Online Platform

Competitive

97.4%

Wholesale

Competitive

2.6%

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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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.