VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Friday, January 2, 2026
Stock Comparison
Ferguson Enterprises Inc. vs Thales S.A.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Ferguson Enterprises Inc.
FERG · New York Stock Exchange
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 analysisThales S.A.
HO · Euronext Paris
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Comparison highlights
- Moat score gap: Thales S.A. leads (73 / 100 vs 72 / 100 for Ferguson Enterprises Inc.).
- Segment focus: Ferguson Enterprises Inc. has 2 segments (95.1% in United States); Thales S.A. has 3 segments (53.3% in Defence).
- Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
- Moat breadth: Ferguson Enterprises Inc. has 4 moat types across 2 domains; Thales S.A. has 8 across 3.
Primary market context
Ferguson Enterprises Inc.
United States
Value-added distribution of plumbing, HVAC, PVF, waterworks and related products/services
United States
Residential and non-residential professional trade customers (contractors/builders) plus industrial and infrastructure customers
Value-added distributor (B2B)
95.1%
Thales S.A.
Defence
Defense electronics, secure communications, and mission systems
Global
Government / defence ministries, armed forces, security forces
Prime contractor and system integrator; OEM of defence electronics
53.3%
Side-by-side metrics
Moat coverage
Shared moat types
No overlap yet.
Ferguson Enterprises Inc. strengths
Thales S.A. strengths
Segment mix
Ferguson Enterprises Inc. segments
Full profile >United States
Competitive
Canada
Competitive
Thales S.A. segments
Full profile >Defence
Oligopoly
Aerospace
Oligopoly
Cyber & Digital
Competitive
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View the moat stocks listCuration & 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.