VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Fair Isaac Corporation vs TransDigm Group Incorporated

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

Fair Isaac Corporation

FICO · New York Stock Exchange

Market cap (USD)$41.4B
SectorTechnology
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 Fair Isaac Corporation's moat claims, evidence, and risks.

View FICO analysis

TransDigm Group Incorporated

TDG · New York Stock Exchange

Market cap (USD)$74.1B
SectorIndustrials
CountryUS
Data as of2025-12-31
Moat score
84/ 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 TransDigm Group Incorporated's moat claims, evidence, and risks.

View TDG analysis

Comparison highlights

  • Moat score gap: TransDigm Group Incorporated leads (84 / 100 vs 82 / 100 for Fair Isaac Corporation).
  • Segment focus: Fair Isaac Corporation has 2 segments (58.7% in Scores); TransDigm Group Incorporated has 3 segments (51.6% in Power & Control).
  • Primary market structure: Quasi-Monopoly vs Competitive. Pricing power: Strong vs Strong.
  • Moat breadth: Fair Isaac Corporation has 5 moat types across 2 domains; TransDigm Group Incorporated has 5 across 3.

Primary market context

Fair Isaac Corporation

Scores

Market

Consumer credit scoring and related predictive scores used in lending decisions

Geography

Primarily United States; also international

Customer

Lenders (mortgage, credit card, auto, etc.), consumer reporting agencies, and consumers (B2C)

Role

Score model developer/licensor; distribution via consumer reporting agencies and direct-to-consumer channels

Revenue share

58.7%

TransDigm Group Incorporated

Power & Control

Market

Highly engineered aerospace power & control components (OEM and aftermarket)

Geography

Global

Customer

Commercial airlines, aircraft OEMs, defense OEMs, governments, aerospace distributors

Role

Tier 2/3 component OEM, aftermarket spares, repair/overhaul

Revenue share

51.6%

Side-by-side metrics

Fair Isaac Corporation
TransDigm Group Incorporated
Ticker / Exchange
FICO - New York Stock Exchange
TDG - New York Stock Exchange
Market cap (USD)
$41.4B
$74.1B
Sector
Technology
Industrials
HQ country
US
US
Primary segment
Scores
Power & Control
Market structure
Quasi-Monopoly
Competitive
Market share
90% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
82 / 100
84 / 100
Moat domains
Network, Demand
Demand, Legal, Supply
Last update
2025-12-31
2025-12-31

Moat coverage

Shared moat types

No overlap yet.

Fair Isaac Corporation strengths

De Facto StandardFormat Lock InBrand TrustData Workflow LockinSwitching Costs General

TransDigm Group Incorporated strengths

Design In QualificationInstalled Base ConsumablesRegulated Standards PipeOperational ExcellenceSmall legacy non-aviation portfolio

Segment mix

Fair Isaac Corporation segments

Full profile >

Scores

Quasi-Monopoly

58.7%

Software

Competitive

41.3%

TransDigm Group Incorporated segments

Full profile >

Power & Control

Competitive

51.6%

Airframe

Competitive

46.6%

Non-aviation

Competitive

1.8%

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.