VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

General Dynamics Corporation vs Jack Henry & Associates, Inc.

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

Jack Henry & Associates, Inc.

JKHY · Nasdaq

Market cap (USD)$13.4B
SectorTechnology
CountryUS
Data as of2025-12-25
Moat score
59/ 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 Jack Henry & Associates, Inc.'s moat claims, evidence, and risks.

View JKHY analysis

Comparison highlights

  • Moat score gap: General Dynamics Corporation leads (80 / 100 vs 59 / 100 for Jack Henry & Associates, Inc.).
  • Segment focus: General Dynamics Corporation has 4 segments (30.1% in Marine Systems (Nuclear subs + surface shipbuilding)); Jack Henry & Associates, Inc. has 3 segments (36.8% in Payments).
  • Primary market structure: Duopoly vs Competitive. Pricing power: Weak vs Moderate.
  • Moat breadth: General Dynamics Corporation has 11 moat types across 3 domains; Jack Henry & Associates, Inc. has 7 across 3.

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%

Jack Henry & Associates, Inc.

Payments

Market

Payment processing and transaction services for financial institutions (card, ACH, bill pay, faster payments, settlement support)

Geography

United States

Customer

Banks, credit unions, and their accountholders; businesses via FI clients

Role

Processor and settlement/risk services provider

Revenue share

36.8%

Side-by-side metrics

General Dynamics Corporation
Jack Henry & Associates, Inc.
Ticker / Exchange
GD - New York Stock Exchange
JKHY - Nasdaq
Market cap (USD)
$92.4B
$13.4B
Sector
Industrials
Technology
HQ country
US
US
Primary segment
Marine Systems (Nuclear subs + surface shipbuilding)
Payments
Market structure
Duopoly
Competitive
Market share
45%-55% (estimated)
n/a
HHI estimate
5,000
n/a
Pricing power
Weak
Moderate
Moat score
80 / 100
59 / 100
Moat domains
Demand, Supply, Legal
Demand, Legal, Supply
Last update
2025-12-29
2025-12-25

Moat coverage

Shared moat types

Brand TrustLong Term ContractsCompliance AdvantageSuite Bundling

General Dynamics Corporation strengths

Service Field NetworkRegulated Standards PipeCapex Knowhow ScaleGovernment Contracting RelationshipsDesign In QualificationProcurement InertiaCapacity Moat

Jack Henry & Associates, Inc. strengths

Switching Costs GeneralScale Economies Unit CostData Workflow Lockin

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%

Jack Henry & Associates, Inc. segments

Full profile >

Core

Oligopoly

31.1%

Payments

Competitive

36.8%

Complementary

Competitive

28.4%

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.