VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Edwards Lifesciences Corporation vs General Dynamics Corporation

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

Edwards Lifesciences Corporation

EW · New York Stock Exchange

Market cap (USD)$50B
SectorHealthcare
CountryUS
Data as of2025-12-31
Moat score
82/ 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 Edwards Lifesciences Corporation's moat claims, evidence, and risks.

View EW analysis

General Dynamics Corporation

GD · New York Stock Exchange

Market cap (USD)$92.4B
SectorIndustrials
CountryUS
Data as of2025-12-29
Moat score
80/ 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 General Dynamics Corporation's moat claims, evidence, and risks.

View GD analysis

Comparison highlights

  • Moat score gap: Edwards Lifesciences Corporation leads (82 / 100 vs 80 / 100 for General Dynamics Corporation).
  • Segment focus: Edwards Lifesciences Corporation has 3 segments (75.5% in Transcatheter Aortic Valve Replacement (TAVR)); General Dynamics Corporation has 4 segments (30.1% in Marine Systems (Nuclear subs + surface shipbuilding)).
  • Primary market structure: Oligopoly vs Duopoly. Pricing power: Moderate vs Weak.
  • Moat breadth: Edwards Lifesciences Corporation has 6 moat types across 3 domains; General Dynamics Corporation has 11 across 3.

Primary market context

Edwards Lifesciences Corporation

Transcatheter Aortic Valve Replacement (TAVR)

Market

Transcatheter aortic valve replacement (TAVR) devices

Geography

Global

Customer

Hospitals and structural heart centers

Role

Medical device manufacturer

Revenue share

75.5%

General Dynamics Corporation

Marine Systems (Nuclear subs + surface shipbuilding)

Market

U.S. Navy nuclear-powered submarine construction and major surface combatant shipbuilding/lifecycle services

Geography

United States

Customer

Government (primarily U.S. Navy)

Role

Prime contractor / shipbuilder / lifecycle services

Revenue share

30.1%

Side-by-side metrics

Edwards Lifesciences Corporation
General Dynamics Corporation
Ticker / Exchange
EW - New York Stock Exchange
GD - New York Stock Exchange
Market cap (USD)
$50B
$92.4B
Sector
Healthcare
Industrials
HQ country
US
US
Primary segment
Transcatheter Aortic Valve Replacement (TAVR)
Marine Systems (Nuclear subs + surface shipbuilding)
Market structure
Oligopoly
Duopoly
Market share
60%-73% (estimated)
45%-55% (estimated)
HHI estimate
n/a
5,000
Pricing power
Moderate
Weak
Moat score
82 / 100
80 / 100
Moat domains
Demand, Legal, Supply
Demand, Supply, Legal
Last update
2025-12-31
2025-12-29

Moat coverage

Shared moat types

Brand TrustRegulated Standards PipeCompliance Advantage

Edwards Lifesciences Corporation strengths

Training Org Change CostsIP Choke PointSupply Chain Control

General Dynamics Corporation strengths

Service Field NetworkCapex Knowhow ScaleLong Term ContractsGovernment Contracting RelationshipsDesign In QualificationProcurement InertiaCapacity MoatSuite Bundling

Segment mix

Edwards Lifesciences Corporation segments

Full profile >

Transcatheter Aortic Valve Replacement (TAVR)

Oligopoly

75.5%

Transcatheter Mitral and Tricuspid Therapies (TMTT)

Competitive

6.5%

Surgical Structural Heart

Oligopoly

18%

General Dynamics Corporation segments

Full profile >

Aerospace (Gulfstream + Jet Aviation)

Oligopoly

23.6%

Marine Systems (Nuclear subs + surface shipbuilding)

Duopoly

30.1%

Combat Systems (Land vehicles + munitions)

Oligopoly

18.9%

Technologies (C5ISR + Federal IT)

Competitive

27.5%

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.