VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

General Dynamics Corporation vs Netflix, 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)$95.9B
Gross margin (TTM)15.3%
Operating margin (TTM)10.3%
Net margin (TTM)8.2%
SectorIndustrials
IndustryAerospace & Defense
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

Netflix, Inc.

NFLX · NASDAQ

Market cap (USD)$387.5B
Gross margin (TTM)48.1%
Operating margin (TTM)29.1%
Net margin (TTM)24.1%
SectorCommunication Services
IndustryEntertainment
CountryUS
Data as of2026-01-05
Moat score
65/ 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 Netflix, Inc.'s moat claims, evidence, and risks.

View NFLX analysis

Comparison highlights

  • Moat score gap: General Dynamics Corporation leads (80 / 100 vs 65 / 100 for Netflix, Inc.).
  • Segment focus: General Dynamics Corporation has 4 segments (30.1% in Marine Systems (Nuclear subs + surface shipbuilding)); Netflix, Inc. has 1 segment (100% in Streaming entertainment platform).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: General Dynamics Corporation has 11 moat types across 3 domains; Netflix, Inc. has 5 across 4.

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%

Netflix, Inc.

Streaming entertainment platform

Market

Paid streaming video entertainment (SVOD/AVOD)

Geography

Global

Customer

Consumers (B2C); advertisers via ad-supported inventory

Role

Streaming platform operator; content producer/licensor

Revenue share

100%

Side-by-side metrics

General Dynamics Corporation
Netflix, Inc.
Ticker / Exchange
GD - New York Stock Exchange
NFLX - NASDAQ
Market cap (USD)
$95.9B
$387.5B
Gross margin (TTM)
15.3%
48.1%
Operating margin (TTM)
10.3%
29.1%
Net margin (TTM)
8.2%
24.1%
Sector
Industrials
Communication Services
Industry
Aerospace & Defense
Entertainment
HQ country
US
US
Primary segment
Marine Systems (Nuclear subs + surface shipbuilding)
Streaming entertainment platform
Market structure
Duopoly
Oligopoly
Market share
45%-55% (estimated)
8.2%-8.4% (reported)
HHI estimate
5,000
n/a
Pricing power
Weak
Moderate
Moat score
80 / 100
65 / 100
Moat domains
Demand, Supply, Legal
Network, Supply, Legal, Financial
Last update
2025-12-29
2026-01-05

Moat coverage

Shared moat types

No overlap yet.

General Dynamics Corporation strengths

Brand TrustService Field NetworkRegulated Standards PipeCapex Knowhow ScaleLong Term ContractsGovernment Contracting RelationshipsDesign In QualificationProcurement InertiaCapacity MoatCompliance AdvantageSuite Bundling

Netflix, Inc. strengths

Data Network EffectsScale Economies Unit CostContent Rights CurrencyPhysical Network DensityFloat Prepayment

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%

Netflix, Inc. segments

Full profile >

Streaming entertainment platform

Oligopoly

100%

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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.