VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

The Boeing Company vs Lotus Bakeries NV

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

Lotus Bakeries NV

LOTB · Euronext Brussels

Market cap (USD)$6.9B
Gross margin (TTM)28.7%
Operating margin (TTM)16.5%
Net margin (TTM)12.3%
SectorConsumer
IndustryPackaged Foods
CountryBE
Data as of2026-01-06
Moat score
64/ 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 Lotus Bakeries NV's moat claims, evidence, and risks.

View LOTB analysis

Comparison highlights

  • Moat score gap: Lotus Bakeries NV leads (64 / 100 vs 61 / 100 for The Boeing Company).
  • Segment focus: The Boeing Company has 3 segments (35.8% in Defense, Space & Security (BDS)); Lotus Bakeries NV has 3 segments (56% in Lotus Biscoff).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Weak vs Strong.
  • Moat breadth: The Boeing Company has 9 moat types across 3 domains; Lotus Bakeries NV has 5 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%

Lotus Bakeries NV

Lotus Biscoff

Market

Branded caramelised biscuits (speculoos) and Biscoff spread

Geography

Global

Customer

Consumers via retail and away-from-home channels

Role

Brand owner and manufacturer

Revenue share

56%

Side-by-side metrics

The Boeing Company
Lotus Bakeries NV
Ticker / Exchange
BA - New York Stock Exchange
LOTB - Euronext Brussels
Market cap (USD)
$171.7B
$6.9B
Gross margin (TTM)
1.2%
28.7%
Operating margin (TTM)
-10.4%
16.5%
Net margin (TTM)
-12.2%
12.3%
Sector
Industrials
Consumer
Industry
Aerospace & Defense
Packaged Foods
HQ country
US
BE
Primary segment
Defense, Space & Security (BDS)
Lotus Biscoff
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Strong
Moat score
61 / 100
64 / 100
Moat domains
Legal, Supply, Demand
Demand, Supply
Last update
2025-12-23
2026-01-06

Moat coverage

Shared moat types

Capex Knowhow Scale

The Boeing Company strengths

Regulated Standards PipeDesign In QualificationGovernment Contracting RelationshipsLong Term ContractsCompliance AdvantageService Field NetworkInstalled Base ConsumablesData Workflow Lockin

Lotus Bakeries NV strengths

Brand TrustHabit DefaultCapacity MoatDistribution Control

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%

Lotus Bakeries NV segments

Full profile >

Lotus Biscoff

Oligopoly

56%

Lotus Natural Foods

Competitive

24%

Lotus Local Heroes

Competitive

20%

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.