VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

The Boeing Company vs Melrose Industries PLC

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)-6%
Net margin (TTM)2.5%
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

Melrose Industries PLC

MRO · London Stock Exchange

Market cap (USD)$8.4B
Gross margin (TTM)21.4%
Operating margin (TTM)7.6%
Net margin (TTM)4%
SectorIndustrials
IndustryIndustrial - Machinery
CountryGB
Data as of2025-12-28
Moat score
77/ 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 Melrose Industries PLC's moat claims, evidence, and risks.

View MRO analysis

Comparison highlights

  • Moat score gap: Melrose Industries PLC leads (77 / 100 vs 61 / 100 for The Boeing Company).
  • Segment focus: The Boeing Company has 3 segments (35.8% in Defense, Space & Security (BDS)); Melrose Industries PLC has 2 segments (57.9% in Structures).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: The Boeing Company has 9 moat types across 3 domains; Melrose Industries PLC 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%

Melrose Industries PLC

Structures

Market

Aerostructures and aircraft electrical wiring systems (EWIS)

Geography

Global

Customer

Airframe OEMs; defence primes

Role

Tier-1 aerospace supplier

Revenue share

57.9%

Side-by-side metrics

The Boeing Company
Melrose Industries PLC
Ticker / Exchange
BA - New York Stock Exchange
MRO - London Stock Exchange
Market cap (USD)
$182.2B
$8.4B
Gross margin (TTM)
4.8%
21.4%
Operating margin (TTM)
-6%
7.6%
Net margin (TTM)
2.5%
4%
Sector
Industrials
Industrials
Industry
Aerospace & Defense
Industrial - Machinery
HQ country
US
GB
Primary segment
Defense, Space & Security (BDS)
Structures
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
61 / 100
77 / 100
Moat domains
Legal, Supply, Demand
Demand, Supply
Last update
2025-12-23
2025-12-28

Moat coverage

Shared moat types

Capex Knowhow ScaleDesign In QualificationLong Term ContractsService Field Network

The Boeing Company strengths

Regulated Standards PipeGovernment Contracting RelationshipsCompliance AdvantageInstalled Base ConsumablesData Workflow Lockin

Melrose Industries PLC strengths

Capacity Moat

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%

Melrose Industries PLC segments

Full profile >

Engines

Oligopoly

42.1%

Structures

Oligopoly

57.9%

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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.