VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Becton, Dickinson and Company vs TransDigm Group Incorporated

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

Becton, Dickinson and Company

BDX · New York Stock Exchange

Market cap (USD)
SectorHealthcare
CountryUS
Data as of2025-12-31
Moat score
66/ 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 Becton, Dickinson and Company's moat claims, evidence, and risks.

View BDX analysis

TransDigm Group Incorporated

TDG · New York Stock Exchange

Market cap (USD)$74.1B
SectorIndustrials
CountryUS
Data as of2025-12-31
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 TransDigm Group Incorporated's moat claims, evidence, and risks.

View TDG analysis

Comparison highlights

  • Moat score gap: TransDigm Group Incorporated leads (84 / 100 vs 66 / 100 for Becton, Dickinson and Company).
  • Segment focus: Becton, Dickinson and Company has 5 segments (29.5% in Medical Essentials); TransDigm Group Incorporated has 3 segments (51.6% in Power & Control).
  • Primary market structure: Competitive vs Competitive. Pricing power: Weak vs Strong.
  • Moat breadth: Becton, Dickinson and Company has 7 moat types across 3 domains; TransDigm Group Incorporated has 5 across 3.

Primary market context

Becton, Dickinson and Company

Medical Essentials

Market

Single-use medical consumables and specimen collection systems

Geography

Global

Customer

Healthcare providers and clinical labs

Role

Manufacturer

Revenue share

29.5%

TransDigm Group Incorporated

Power & Control

Market

Highly engineered aerospace power & control components (OEM and aftermarket)

Geography

Global

Customer

Commercial airlines, aircraft OEMs, defense OEMs, governments, aerospace distributors

Role

Tier 2/3 component OEM, aftermarket spares, repair/overhaul

Revenue share

51.6%

Side-by-side metrics

Becton, Dickinson and Company
TransDigm Group Incorporated
Ticker / Exchange
BDX - New York Stock Exchange
TDG - New York Stock Exchange
Market cap (USD)
n/a
$74.1B
Sector
Healthcare
Industrials
HQ country
US
US
Primary segment
Medical Essentials
Power & Control
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Strong
Moat score
66 / 100
84 / 100
Moat domains
Demand, Supply, Legal
Demand, Legal, Supply
Last update
2025-12-31
2025-12-31

Moat coverage

Shared moat types

Installed Base ConsumablesOperational ExcellenceDesign In Qualification

Becton, Dickinson and Company strengths

Compliance AdvantageData Workflow LockinLong Term ContractsSwitching Costs General

TransDigm Group Incorporated strengths

Regulated Standards PipeSmall legacy non-aviation portfolio

Segment mix

Becton, Dickinson and Company segments

Full profile >

Medical Essentials

Competitive

29.5%

Connected Care

Oligopoly

20.9%

BioPharma Systems

Oligopoly

10.6%

Interventional

Competitive

23.9%

Life Sciences

Oligopoly

15.1%

TransDigm Group Incorporated segments

Full profile >

Power & Control

Competitive

51.6%

Airframe

Competitive

46.6%

Non-aviation

Competitive

1.8%

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.