VOL. XCIV, NO. 247

* MOAT STOCKS COMPARISON *

NO ADVICE

Friday, December 26, 2025

Stock Comparison

The Boeing Company vs NVIDIA 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)
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.

View full moat analysis >

NVIDIA Corporation

NVDA · Nasdaq Stock Market

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-26
Moat score
97/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

Side-by-side metrics

The Boeing Company
NVIDIA Corporation
Ticker / Exchange
BA - New York Stock Exchange
NVDA - Nasdaq Stock Market
Market cap (USD)
n/a
n/a
Sector
Industrials
Technology
HQ country
US
US
Primary segment
Defense, Space & Security (BDS)
Data Center
Market structure
Oligopoly
Quasi-Monopoly
Market share
n/a
78%-85% (estimated)
HHI estimate
n/a
n/a
Pricing power
Weak
Strong
Moat score
61 / 100
97 / 100
Moat domains
Legal, Supply, Demand
Demand, Network, Supply
Last update
2025-12-23
2025-12-26

Moat coverage

Shared moat types

Design In QualificationData Workflow Lockin

The Boeing Company strengths

Regulated Standards PipeCapex Knowhow ScaleGovernment Contracting RelationshipsLong Term ContractsCompliance AdvantageService Field NetworkInstalled Base Consumables

NVIDIA Corporation strengths

Ecosystem ComplementsCapacity MoatOperational ExcellenceSuite BundlingResidual / non-core revenue

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%

NVIDIA Corporation segments

Full profile >

Data Center

Quasi-Monopoly

88.3%

Gaming

Duopoly

8.7%

Professional Visualization

Oligopoly

1.4%

Automotive

Competitive

1.3%

OEM & Other

Competitive

0.3%

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.