VOL. XCIV, NO. 247

* MOAT STOCKS COMPARISON *

NO ADVICE

Friday, December 26, 2025

Stock Comparison

The Boeing Company vs Oracle 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 >

Oracle Corporation

ORCL · New York Stock Exchange

Market cap (USD)$567.4B
SectorTechnology
CountryUS
Data as of2025-12-26
Moat score
56/ 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
Oracle Corporation
Ticker / Exchange
BA - New York Stock Exchange
ORCL - New York Stock Exchange
Market cap (USD)
n/a
$567.4B
Sector
Industrials
Technology
HQ country
US
US
Primary segment
Defense, Space & Security (BDS)
Infrastructure cloud services and license support
Market structure
Oligopoly
Oligopoly
Market share
n/a
3% (estimated)
HHI estimate
n/a
n/a
Pricing power
Weak
Weak
Moat score
61 / 100
56 / 100
Moat domains
Legal, Supply, Demand
Demand, Supply, Network
Last update
2025-12-23
2025-12-26

Moat coverage

Shared moat types

Capex Knowhow ScaleLong Term Contracts

The Boeing Company strengths

Regulated Standards PipeDesign In QualificationGovernment Contracting RelationshipsCompliance AdvantageService Field NetworkInstalled Base ConsumablesData Workflow Lockin

Oracle Corporation strengths

Suite BundlingInteroperability HubSwitching Costs GeneralKeystone ComponentTraining Org Change Costs

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%

Oracle Corporation segments

Full profile >

Applications cloud services and license support

Oligopoly

33.8%

Infrastructure cloud services and license support

Oligopoly

42.9%

Cloud license and on-premise license

Oligopoly

9.1%

Hardware

Competitive

5.1%

Services

Competitive

9.1%

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.