VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

BAE Systems plc vs Compagnie Financiere Richemont SA

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

BAE Systems plc

BA. · London Stock Exchange

Market cap (USD)
SectorIndustrials
CountryGB
Data as of2025-12-28
Moat score
75/ 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 BAE Systems plc's moat claims, evidence, and risks.

View BA. analysis

Compagnie Financiere Richemont SA

CFR · SIX Swiss Exchange

Market cap (USD)
SectorConsumer
CountryCH
Data as of2025-12-30
Moat score
84/ 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 Compagnie Financiere Richemont SA's moat claims, evidence, and risks.

View CFR analysis

Comparison highlights

  • Moat score gap: Compagnie Financiere Richemont SA leads (84 / 100 vs 75 / 100 for BAE Systems plc).
  • Segment focus: BAE Systems plc has 5 segments (26.6% in Electronic Systems); Compagnie Financiere Richemont SA has 3 segments (71.6% in Jewellery Maisons).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: BAE Systems plc has 8 moat types across 3 domains; Compagnie Financiere Richemont SA has 4 across 2.

Primary market context

BAE Systems plc

Electronic Systems

Market

Defence electronics (electronic warfare, avionics, C4ISR, space payloads and mission systems)

Geography

Primarily US and UK; global programmes

Customer

Government defence and intelligence agencies; prime contractors

Role

Subsystem OEM and prime contractor for electronics/mission systems

Revenue share

26.6%

Compagnie Financiere Richemont SA

Jewellery Maisons

Market

Luxury jewellery (branded fine jewellery & high jewellery)

Geography

Global

Customer

Affluent and high-net-worth consumers

Role

Brand owner, manufacturer and direct-to-client retailer

Revenue share

71.6%

Side-by-side metrics

BAE Systems plc
Compagnie Financiere Richemont SA
Ticker / Exchange
BA. - London Stock Exchange
CFR - SIX Swiss Exchange
Market cap (USD)
n/a
n/a
Sector
Industrials
Consumer
HQ country
GB
CH
Primary segment
Electronic Systems
Jewellery Maisons
Market structure
Oligopoly
Oligopoly
Market share
n/a
30%-55% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
75 / 100
84 / 100
Moat domains
Legal, Demand, Supply
Demand, Supply
Last update
2025-12-28
2025-12-30

Moat coverage

Shared moat types

Capex Knowhow Scale

BAE Systems plc strengths

Government Contracting RelationshipsDesign In QualificationCompliance AdvantageService Field NetworkLong Term ContractsCapacity MoatSwitching Costs General

Compagnie Financiere Richemont SA strengths

Brand TrustDistribution ControlReputation Reviews

Segment mix

BAE Systems plc segments

Full profile >

Electronic Systems

Oligopoly

26.6%

Platforms & Services

Oligopoly

16.3%

Air

Oligopoly

26%

Maritime

Oligopoly

22.5%

Cyber & Intelligence

Competitive

8.6%

Compagnie Financiere Richemont SA segments

Full profile >

Jewellery Maisons

Oligopoly

71.6%

Specialist Watchmakers

Oligopoly

15.3%

Other (Fashion & Accessories, Watchfinder, ancillary)

Competitive

13%

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.