VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

General Dynamics Corporation vs James Hardie Industries plc

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

General Dynamics Corporation

GD · New York Stock Exchange

Market cap (USD)$92.4B
SectorIndustrials
CountryUS
Data as of2025-12-29
Moat score
80/ 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 General Dynamics Corporation's moat claims, evidence, and risks.

View GD analysis

James Hardie Industries plc

JHX · ASX

Market cap (USD)
SectorMaterials
CountryIE
Data as of2025-12-28
Moat score
74/ 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 James Hardie Industries plc's moat claims, evidence, and risks.

View JHX analysis

Comparison highlights

  • Moat score gap: General Dynamics Corporation leads (80 / 100 vs 74 / 100 for James Hardie Industries plc).
  • Segment focus: General Dynamics Corporation has 4 segments (30.1% in Marine Systems (Nuclear subs + surface shipbuilding)); James Hardie Industries plc has 4 segments (64.2% in Siding & Trim).
  • Primary market structure: Duopoly vs Quasi-Monopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: General Dynamics Corporation has 11 moat types across 3 domains; James Hardie Industries plc has 5 across 2.

Primary market context

General Dynamics Corporation

Marine Systems (Nuclear subs + surface shipbuilding)

Market

U.S. Navy nuclear-powered submarine construction and major surface combatant shipbuilding/lifecycle services

Geography

United States

Customer

Government (primarily U.S. Navy)

Role

Prime contractor / shipbuilder / lifecycle services

Revenue share

30.1%

James Hardie Industries plc

Siding & Trim

Market

North American fiber cement exterior siding & trim (plus related exterior products)

Geography

North America (primarily U.S. and Canada)

Customer

Homebuilders, contractors, remodelers, dealers/distributors, and retailers

Role

Manufacturer / branded building-products supplier

Revenue share

64.2%

Side-by-side metrics

General Dynamics Corporation
James Hardie Industries plc
Ticker / Exchange
GD - New York Stock Exchange
JHX - ASX
Market cap (USD)
$92.4B
n/a
Sector
Industrials
Materials
HQ country
US
IE
Primary segment
Marine Systems (Nuclear subs + surface shipbuilding)
Siding & Trim
Market structure
Duopoly
Quasi-Monopoly
Market share
45%-55% (estimated)
88%-92% (estimated)
HHI estimate
5,000
n/a
Pricing power
Weak
Moderate
Moat score
80 / 100
74 / 100
Moat domains
Demand, Supply, Legal
Supply, Demand
Last update
2025-12-29
2025-12-28

Moat coverage

Shared moat types

Brand TrustCapex Knowhow ScaleLong Term Contracts

General Dynamics Corporation strengths

Service Field NetworkRegulated Standards PipeGovernment Contracting RelationshipsDesign In QualificationProcurement InertiaCapacity MoatCompliance AdvantageSuite Bundling

James Hardie Industries plc strengths

Operational ExcellenceDistribution Control

Segment mix

General Dynamics Corporation segments

Full profile >

Aerospace (Gulfstream + Jet Aviation)

Oligopoly

23.6%

Marine Systems (Nuclear subs + surface shipbuilding)

Duopoly

30.1%

Combat Systems (Land vehicles + munitions)

Oligopoly

18.9%

Technologies (C5ISR + Federal IT)

Competitive

27.5%

James Hardie Industries plc segments

Full profile >

Siding & Trim

Quasi-Monopoly

64.2%

Deck, Rail & Accessories

Oligopoly

11.7%

Australia & New Zealand

Oligopoly

11.6%

Europe

Competitive

12.5%

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.