VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Monday, December 29, 2025

Stock Comparison

The Estee Lauder Companies Inc. vs HENSOLDT AG

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

The Estee Lauder Companies Inc.

EL · New York Stock Exchange

Market cap (USD)
SectorConsumer
CountryUS
Data as of2025-12-23
Moat score
70/ 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 The Estee Lauder Companies Inc.'s moat claims, evidence, and risks.

View EL analysis

HENSOLDT AG

HAG · Xetra

Market cap (USD)
SectorIndustrials
CountryDE
Data as of2025-12-28
Moat score
77/ 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 HENSOLDT AG's moat claims, evidence, and risks.

View HAG analysis

Comparison highlights

  • Moat score gap: HENSOLDT AG leads (77 / 100 vs 70 / 100 for The Estee Lauder Companies Inc.).
  • Segment focus: The Estee Lauder Companies Inc. has 5 segments (48.6% in Skin Care); HENSOLDT AG has 2 segments (84.6% in Sensors).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: The Estee Lauder Companies Inc. has 4 moat types across 2 domains; HENSOLDT AG has 3 across 2.

Primary market context

The Estee Lauder Companies Inc.

Skin Care

Market

Prestige skin care products

Geography

Global

Customer

Consumers

Role

Branded manufacturer/marketer

Revenue share

48.6%

HENSOLDT AG

Sensors

Market

Defence and security sensor solutions (radar, electronic warfare, avionics, mission systems integration)

Geography

Global (Europe-centric)

Customer

Government defence ministries/armed forces and defence prime contractors

Role

Defence electronics supplier / system integrator

Revenue share

84.6%

Side-by-side metrics

The Estee Lauder Companies Inc.
HENSOLDT AG
Ticker / Exchange
EL - New York Stock Exchange
HAG - Xetra
Market cap (USD)
n/a
n/a
Sector
Consumer
Industrials
HQ country
US
DE
Primary segment
Skin Care
Sensors
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
70 / 100
77 / 100
Moat domains
Demand, Supply
Demand, Supply
Last update
2025-12-23
2025-12-28

Moat coverage

Shared moat types

No overlap yet.

The Estee Lauder Companies Inc. strengths

Brand TrustDistribution ControlOperational ExcellenceScope Economies

HENSOLDT AG strengths

Design In QualificationLong Term ContractsCapex Knowhow Scale

Segment mix

The Estee Lauder Companies Inc. segments

Full profile >

Skin Care

Oligopoly

48.6%

Makeup

Oligopoly

29.4%

Fragrance

Oligopoly

17.4%

Hair Care

Competitive

3.9%

Other

Competitive

0.7%

HENSOLDT AG segments

Full profile >

Sensors

Oligopoly

84.6%

Optronics

Oligopoly

15.4%

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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.