VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

General Dynamics Corporation vs Manhattan 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

Manhattan Associates, Inc.

MANH · The Nasdaq Stock Market LLC

Market cap (USD)$10.6B
SectorTechnology
CountryUS
Data as of2025-12-28
Moat score
56/ 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 Manhattan Associates, Inc.'s moat claims, evidence, and risks.

View MANH analysis

Comparison highlights

  • Moat score gap: General Dynamics Corporation leads (80 / 100 vs 56 / 100 for Manhattan Associates, Inc.).
  • Segment focus: General Dynamics Corporation has 4 segments (30.1% in Marine Systems (Nuclear subs + surface shipbuilding)); Manhattan Associates, Inc. has 4 segments (50.4% in Professional services (implementation, consulting, training)).
  • Primary market structure: Duopoly vs Competitive. Pricing power: Weak vs Weak.
  • Moat breadth: General Dynamics Corporation has 11 moat types across 3 domains; Manhattan Associates, Inc. has 7 across 1.

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%

Manhattan Associates, Inc.

Professional services (implementation, consulting, training)

Market

Supply chain & omnichannel software implementation and consulting services

Geography

Global

Customer

Enterprises implementing or expanding supply chain/omnichannel systems

Role

Implementation and advisory services provider

Revenue share

50.4%

Side-by-side metrics

General Dynamics Corporation
Manhattan Associates, Inc.
Ticker / Exchange
GD - New York Stock Exchange
MANH - The Nasdaq Stock Market LLC
Market cap (USD)
$92.4B
$10.6B
Sector
Industrials
Technology
HQ country
US
US
Primary segment
Marine Systems (Nuclear subs + surface shipbuilding)
Professional services (implementation, consulting, training)
Market structure
Duopoly
Competitive
Market share
45%-55% (estimated)
n/a
HHI estimate
5,000
n/a
Pricing power
Weak
Weak
Moat score
80 / 100
56 / 100
Moat domains
Demand, Supply, Legal
Demand
Last update
2025-12-29
2025-12-28

Moat coverage

Shared moat types

Long Term ContractsProcurement InertiaSuite Bundling

General Dynamics Corporation strengths

Brand TrustService Field NetworkRegulated Standards PipeCapex Knowhow ScaleGovernment Contracting RelationshipsDesign In QualificationCapacity MoatCompliance Advantage

Manhattan Associates, Inc. strengths

Data Workflow LockinReputation ReviewsInstalled Base ConsumablesSwitching Costs General

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%

Manhattan Associates, Inc. segments

Full profile >

Cloud subscriptions (Manhattan Active SaaS)

Oligopoly

32.4%

Professional services (implementation, consulting, training)

Competitive

50.4%

Maintenance and support (legacy perpetual licenses)

Monopoly

13.3%

Perpetual licenses and hardware

Competitive

4%

Want the full wide moat stocks list?

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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.