VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Ferguson Enterprises Inc. vs Huntington Ingalls Industries, Inc.

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

Ferguson Enterprises Inc.

FERG · New York Stock Exchange

Market cap (USD)$44.7B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
CountryUS
Data as of2026-01-01
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 Ferguson Enterprises Inc.'s moat claims, evidence, and risks.

View FERG analysis

Huntington Ingalls Industries, Inc.

HII · New York Stock Exchange

Market cap (USD)$13.9B
Gross margin (TTM)12.5%
Operating margin (TTM)4.8%
Net margin (TTM)4.7%
SectorIndustrials
CountryUS
Data as of2025-12-23
Moat score
83/ 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 Huntington Ingalls Industries, Inc.'s moat claims, evidence, and risks.

View HII analysis

Comparison highlights

  • Moat score gap: Huntington Ingalls Industries, Inc. leads (83 / 100 vs 72 / 100 for Ferguson Enterprises Inc.).
  • Segment focus: Ferguson Enterprises Inc. has 2 segments (95.1% in United States); Huntington Ingalls Industries, Inc. has 3 segments (51.7% in Newport News Shipbuilding (Nuclear Shipbuilding)).
  • Primary market structure: Competitive vs Quasi-Monopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Ferguson Enterprises Inc. has 4 moat types across 2 domains; Huntington Ingalls Industries, Inc. has 6 across 3.

Primary market context

Ferguson Enterprises Inc.

United States

Market

Value-added distribution of plumbing, HVAC, PVF, waterworks and related products/services

Geography

United States

Customer

Residential and non-residential professional trade customers (contractors/builders) plus industrial and infrastructure customers

Role

Value-added distributor (B2B)

Revenue share

95.1%

Huntington Ingalls Industries, Inc.

Newport News Shipbuilding (Nuclear Shipbuilding)

Market

U.S. Navy nuclear shipbuilding and carrier lifecycle services (CVN construction/RCOH/inactivation + SSN/SSBN construction)

Geography

United States

Customer

U.S. Government (U.S. Navy)

Role

Prime contractor shipyard / integrator

Revenue share

51.7%

Side-by-side metrics

Ferguson Enterprises Inc.
Huntington Ingalls Industries, Inc.
Ticker / Exchange
FERG - New York Stock Exchange
HII - New York Stock Exchange
Market cap (USD)
$44.7B
$13.9B
Gross margin (TTM)
n/a
12.5%
Operating margin (TTM)
n/a
4.8%
Net margin (TTM)
n/a
4.7%
Sector
Industrials
Industrials
HQ country
US
US
Primary segment
United States
Newport News Shipbuilding (Nuclear Shipbuilding)
Market structure
Competitive
Quasi-Monopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
72 / 100
83 / 100
Moat domains
Supply, Demand
Legal, Supply, Demand
Last update
2026-01-01
2025-12-23

Moat coverage

Shared moat types

No overlap yet.

Ferguson Enterprises Inc. strengths

Physical Network DensityScale Economies Unit CostScope EconomiesData Workflow Lockin

Huntington Ingalls Industries, Inc. strengths

Contractual ExclusivityCapex Knowhow ScaleCompliance AdvantageDesign In QualificationLong Term ContractsGovernment Contracting Relationships

Segment mix

Ferguson Enterprises Inc. segments

Full profile >

United States

Competitive

95.1%

Canada

Competitive

4.9%

Huntington Ingalls Industries, Inc. segments

Full profile >

Newport News Shipbuilding (Nuclear Shipbuilding)

Quasi-Monopoly

51.7%

Ingalls Shipbuilding (Non-Nuclear Shipbuilding)

Quasi-Monopoly

23.9%

Mission Technologies (Defense Tech & Services)

Competitive

24.4%

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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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.