VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Julius Baer Gruppe AG vs Otis Worldwide Corporation

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

Julius Baer Gruppe AG

BAER · SIX Swiss Exchange

Market cap (USD)$13.9B
SectorFinancials
CountryCH
Data as of2025-12-30
Moat score
59/ 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 Julius Baer Gruppe AG's moat claims, evidence, and risks.

View BAER analysis

Otis Worldwide Corporation

OTIS · New York Stock Exchange

Market cap (USD)$62.7B
SectorIndustrials
CountryUS
Data as of2025-12-26
Moat score
67/ 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 Otis Worldwide Corporation's moat claims, evidence, and risks.

View OTIS analysis

Comparison highlights

  • Moat score gap: Otis Worldwide Corporation leads (67 / 100 vs 59 / 100 for Julius Baer Gruppe AG).
  • Segment focus: Julius Baer Gruppe AG has 1 segment (100% in Wealth Management (Private Banking)); Otis Worldwide Corporation has 2 segments (62.4% in Service).
  • Moat breadth: Julius Baer Gruppe AG has 5 moat types across 4 domains; Otis Worldwide Corporation has 7 across 2.

Primary market context

Julius Baer Gruppe AG

Wealth Management (Private Banking)

Market

Private banking and wealth management services

Geography

Global (focus: Switzerland, Europe, Asia)

Customer

High-net-worth and ultra-high-net-worth individuals

Role

Wealth manager / private bank (advisory + discretionary mandates)

Revenue share

100%

Otis Worldwide Corporation

Service

Market

Elevator and escalator maintenance, repair and modernization services

Geography

Global

Customer

Building owners, facility managers, housing associations, government agencies

Role

Service provider / modernizer

Revenue share

62.4%

Side-by-side metrics

Julius Baer Gruppe AG
Otis Worldwide Corporation
Ticker / Exchange
BAER - SIX Swiss Exchange
OTIS - New York Stock Exchange
Market cap (USD)
$13.9B
$62.7B
Sector
Financials
Industrials
HQ country
CH
US
Primary segment
Wealth Management (Private Banking)
Service
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
59 / 100
67 / 100
Moat domains
Demand, Supply, Legal, Financial
Demand, Supply
Last update
2025-12-30
2025-12-26

Moat coverage

Shared moat types

Brand TrustService Field Network

Julius Baer Gruppe AG strengths

Switching Costs GeneralCompliance AdvantageCost Of Capital Advantage

Otis Worldwide Corporation strengths

Design In QualificationOperational ExcellenceInstalled Base ConsumablesLong Term ContractsData Workflow Lockin

Segment mix

Julius Baer Gruppe AG segments

Full profile >

Wealth Management (Private Banking)

Competitive

100%

Otis Worldwide Corporation segments

Full profile >

New Equipment

Competitive

37.6%

Service

Competitive

62.4%

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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.