VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

FedEx Corporation vs HENSOLDT AG

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

FedEx Corporation

FDX · New York Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
Industry
CountryUS
Data as of2026-01-10
Moat score
72/ 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 FedEx Corporation's moat claims, evidence, and risks.

View FDX analysis

HENSOLDT AG

HAG · Xetra

Market cap (USD)$10.5B
Gross margin (TTM)21.5%
Operating margin (TTM)8.9%
Net margin (TTM)5.2%
SectorIndustrials
IndustryAerospace & Defense
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 72 / 100 for FedEx Corporation).
  • Segment focus: FedEx Corporation has 3 segments (85.6% in Federal Express (integrated parcel & express)); HENSOLDT AG has 2 segments (84.6% in Sensors).
  • Moat breadth: FedEx Corporation has 6 moat types across 4 domains; HENSOLDT AG has 3 across 2.

Primary market context

FedEx Corporation

Federal Express (integrated parcel & express)

Market

Integrated parcel and express delivery (air-ground integrator model)

Geography

Global

Customer

Business and consumer shippers

Role

Carrier / integrator

Revenue share

85.6%

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

FedEx Corporation
HENSOLDT AG
Ticker / Exchange
FDX - New York Stock Exchange
HAG - Xetra
Market cap (USD)
n/a
$10.5B
Gross margin (TTM)
n/a
21.5%
Operating margin (TTM)
n/a
8.9%
Net margin (TTM)
n/a
5.2%
Sector
Industrials
Industrials
Industry
n/a
Aerospace & Defense
HQ country
US
DE
Primary segment
Federal Express (integrated parcel & express)
Sensors
Market structure
Oligopoly
Oligopoly
Market share
18% (reported)
n/a
HHI estimate
2,464
n/a
Pricing power
Moderate
Moderate
Moat score
72 / 100
77 / 100
Moat domains
Supply, Demand, Financial, Network
Demand, Supply
Last update
2026-01-10
2025-12-28

Moat coverage

Shared moat types

No overlap yet.

FedEx Corporation strengths

Physical Network DensityScale Economies Unit CostBrand TrustBenchmark Pricing PowerScope EconomiesData Network Effects

HENSOLDT AG strengths

Design In QualificationLong Term ContractsCapex Knowhow Scale

Segment mix

FedEx Corporation segments

Full profile >

Federal Express (integrated parcel & express)

Oligopoly

85.6%

FedEx Freight (LTL)

Oligopoly

10.1%

Corporate, other, and eliminations (Dataworks, Office, Logistics)

Competitive

4.2%

HENSOLDT AG segments

Full profile >

Sensors

Oligopoly

84.6%

Optronics

Oligopoly

15.4%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

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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.