VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

BAE Systems plc vs Huntington Ingalls Industries, Inc.

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)$63.1B
Gross margin (TTM)8.7%
Operating margin (TTM)9.3%
Net margin (TTM)7.4%
SectorIndustrials
IndustryAerospace & Defense
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

Huntington Ingalls Industries, Inc.

HII · New York Stock Exchange

Market cap (USD)$17.2B
Gross margin (TTM)12.7%
Operating margin (TTM)5.1%
Net margin (TTM)4.9%
SectorIndustrials
IndustryAerospace & Defense
CountryUS
Data as of2025-12-23
Moat score
83/ 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 Huntington Ingalls Industries, Inc.'s moat claims, evidence, and risks.

View HII analysis

Comparison highlights

  • Moat score gap: Huntington Ingalls Industries, Inc. leads (83 / 100 vs 75 / 100 for BAE Systems plc).
  • Segment focus: BAE Systems plc has 5 segments (26.6% in Electronic Systems); Huntington Ingalls Industries, Inc. has 3 segments (51.7% in Newport News Shipbuilding (Nuclear Shipbuilding)).
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: BAE Systems plc has 8 moat types across 3 domains; Huntington Ingalls Industries, Inc. has 6 across 3.

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%

Huntington Ingalls Industries, Inc.

Newport News Shipbuilding (Nuclear Shipbuilding)

Market

U.S. Navy nuclear shipbuilding and carrier lifecycle services (CVN construction/RCOH/inactivation + SSN/SSBN construction)

Geography

United States

Customer

U.S. Government (U.S. Navy)

Role

Prime contractor shipyard / integrator

Revenue share

51.7%

Side-by-side metrics

BAE Systems plc
Huntington Ingalls Industries, Inc.
Ticker / Exchange
BA. - London Stock Exchange
HII - New York Stock Exchange
Market cap (USD)
$63.1B
$17.2B
Gross margin (TTM)
8.7%
12.7%
Operating margin (TTM)
9.3%
5.1%
Net margin (TTM)
7.4%
4.9%
Sector
Industrials
Industrials
Industry
Aerospace & Defense
Aerospace & Defense
HQ country
GB
US
Primary segment
Electronic Systems
Newport News Shipbuilding (Nuclear Shipbuilding)
Market structure
Oligopoly
Quasi-Monopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
75 / 100
83 / 100
Moat domains
Legal, Demand, Supply
Legal, Supply, Demand
Last update
2025-12-28
2025-12-23

Moat coverage

Shared moat types

Government Contracting RelationshipsDesign In QualificationCompliance AdvantageLong Term ContractsCapex Knowhow Scale

BAE Systems plc strengths

Service Field NetworkCapacity MoatSwitching Costs General

Huntington Ingalls Industries, Inc. strengths

Contractual Exclusivity

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%

Huntington Ingalls Industries, Inc. segments

Full profile >

Newport News Shipbuilding (Nuclear Shipbuilding)

Quasi-Monopoly

51.7%

Ingalls Shipbuilding (Non-Nuclear Shipbuilding)

Quasi-Monopoly

23.9%

Mission Technologies (Defense Tech & Services)

Competitive

24.4%

Want the full wide moat stocks list?

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Proven models entering the expansion stage with unit economics that work.

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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.