VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Floor & Decor Holdings, Inc. vs TransDigm Group Incorporated

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

Floor & Decor Holdings, Inc.

FND · New York Stock Exchange

Market cap (USD)$7.8B
Gross margin (TTM)42.4%
Operating margin (TTM)6.1%
Net margin (TTM)4.7%
SectorConsumer
IndustryHome Improvement
CountryUS
Data as of2026-01-08
Moat score
55/ 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 Floor & Decor Holdings, Inc.'s moat claims, evidence, and risks.

View FND analysis

TransDigm Group Incorporated

TDG · New York Stock Exchange

Market cap (USD)$78.4B
Gross margin (TTM)60.2%
Operating margin (TTM)47.2%
Net margin (TTM)23.5%
SectorIndustrials
IndustryAerospace & Defense
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 55 / 100 for Floor & Decor Holdings, Inc.).
  • Segment focus: Floor & Decor Holdings, Inc. has 2 segments (95% in Floor & Decor Retail); TransDigm Group Incorporated has 3 segments (51.6% in Power & Control).
  • Primary market structure: Competitive vs Competitive. Pricing power: Weak vs Strong.
  • Moat breadth: Floor & Decor Holdings, Inc. has 6 moat types across 2 domains; TransDigm Group Incorporated has 5 across 3.

Primary market context

Floor & Decor Holdings, Inc.

Floor & Decor Retail

Market

U.S. retail hard-surface flooring and accessories

Geography

United States

Customer

Homeowners (DIY/BIY) and professional installers (Pros)

Role

Specialty retailer (warehouse-format stores + e-commerce)

Revenue share

95%

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

Floor & Decor Holdings, Inc.
TransDigm Group Incorporated
Ticker / Exchange
FND - New York Stock Exchange
TDG - New York Stock Exchange
Market cap (USD)
$7.8B
$78.4B
Gross margin (TTM)
42.4%
60.2%
Operating margin (TTM)
6.1%
47.2%
Net margin (TTM)
4.7%
23.5%
Sector
Consumer
Industrials
Industry
Home Improvement
Aerospace & Defense
HQ country
US
US
Primary segment
Floor & Decor Retail
Power & Control
Market structure
Competitive
Competitive
Market share
9%-11% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Strong
Moat score
55 / 100
84 / 100
Moat domains
Supply, Demand
Demand, Legal, Supply
Last update
2026-01-08
2025-12-31

Moat coverage

Shared moat types

Operational Excellence

Floor & Decor Holdings, Inc. strengths

Scale Economies Unit CostDistribution ControlScope EconomiesBrand TrustProcurement Inertia

TransDigm Group Incorporated strengths

Design In QualificationInstalled Base ConsumablesRegulated Standards PipeSmall legacy non-aviation portfolio

Segment mix

Floor & Decor Holdings, Inc. segments

Full profile >

Floor & Decor Retail

Competitive

95%

Spartan (Commercial surfaces)

Competitive

5%

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.

View the moat stocks list

Looking for expansion-stage stocks?

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

View expansion-stage stocks

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.