VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

BRP Inc. vs TransDigm Group Incorporated

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

BRP Inc.

DOO · Toronto Stock Exchange

Market cap (USD)
SectorConsumer
CountryCA
Data as of2025-12-30
Moat score
74/ 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 BRP Inc.'s moat claims, evidence, and risks.

View DOO 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 74 / 100 for BRP Inc.).
  • Segment focus: BRP Inc. has 4 segments (55% in Powersports - Year-Round Products); TransDigm Group Incorporated has 3 segments (51.6% in Power & Control).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Strong.
  • Moat breadth: BRP Inc. has 4 moat types across 2 domains; TransDigm Group Incorporated has 5 across 3.

Primary market context

BRP Inc.

Powersports - Year-Round Products

Market

ATV and recreational/utility side-by-side vehicles (SSV/UTV); 3-wheeled on-road vehicles

Geography

Global (heavy North America exposure)

Customer

Consumers and utility/commercial users

Role

OEM

Revenue share

55%

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

BRP Inc.
TransDigm Group Incorporated
Ticker / Exchange
DOO - Toronto Stock Exchange
TDG - New York Stock Exchange
Market cap (USD)
n/a
$74.1B
Sector
Consumer
Industrials
HQ country
CA
US
Primary segment
Powersports - Year-Round Products
Power & Control
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
74 / 100
84 / 100
Moat domains
Demand, Supply
Demand, Legal, Supply
Last update
2025-12-30
2025-12-31

Moat coverage

Shared moat types

Installed Base ConsumablesDesign In Qualification

BRP Inc. strengths

Brand TrustDistribution Control

TransDigm Group Incorporated strengths

Regulated Standards PipeOperational ExcellenceSmall legacy non-aviation portfolio

Segment mix

BRP Inc. segments

Full profile >

Powersports - Year-Round Products

Oligopoly

55%

Powersports - Seasonal Products

Oligopoly

30.3%

Powersports - Parts, Accessories & Apparel; OEM Engines & Gearboxes

Competitive

14.7%

Marine Boats Businesses (Divestiture/Discontinued)

Competitive

n/a

TransDigm Group Incorporated segments

Full profile >

Power & Control

Competitive

51.6%

Airframe

Competitive

46.6%

Non-aviation

Competitive

1.8%

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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.