VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

General Dynamics Corporation vs NVIDIA Corporation

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

NVIDIA Corporation

NVDA · Nasdaq Stock Market

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-26
Moat score
97/ 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 NVIDIA Corporation's moat claims, evidence, and risks.

View NVDA analysis

Comparison highlights

  • Moat score gap: NVIDIA Corporation leads (97 / 100 vs 80 / 100 for General Dynamics Corporation).
  • Segment focus: General Dynamics Corporation has 4 segments (30.1% in Marine Systems (Nuclear subs + surface shipbuilding)); NVIDIA Corporation has 5 segments (88.3% in Data Center).
  • Primary market structure: Duopoly vs Quasi-Monopoly. Pricing power: Weak vs Strong.
  • Moat breadth: General Dynamics Corporation has 11 moat types across 3 domains; NVIDIA Corporation 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%

NVIDIA Corporation

Data Center

Market

Data center accelerated computing (AI GPUs, systems, and networking)

Geography

Global

Customer

Hyperscale cloud providers, enterprises, public sector (often via OEMs/ODMs and integrators)

Role

Fabless designer and platform supplier (chips, systems, software)

Revenue share

88.3%

Side-by-side metrics

General Dynamics Corporation
NVIDIA Corporation
Ticker / Exchange
GD - New York Stock Exchange
NVDA - Nasdaq Stock Market
Market cap (USD)
$92.4B
n/a
Sector
Industrials
Technology
HQ country
US
US
Primary segment
Marine Systems (Nuclear subs + surface shipbuilding)
Data Center
Market structure
Duopoly
Quasi-Monopoly
Market share
45%-55% (estimated)
78%-85% (estimated)
HHI estimate
5,000
n/a
Pricing power
Weak
Strong
Moat score
80 / 100
97 / 100
Moat domains
Demand, Supply, Legal
Demand, Network, Supply
Last update
2025-12-29
2025-12-26

Moat coverage

Shared moat types

Design In QualificationCapacity MoatSuite Bundling

General Dynamics Corporation strengths

Brand TrustService Field NetworkRegulated Standards PipeCapex Knowhow ScaleLong Term ContractsGovernment Contracting RelationshipsProcurement InertiaCompliance Advantage

NVIDIA Corporation strengths

Data Workflow LockinEcosystem ComplementsOperational ExcellenceResidual / non-core revenue

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%

NVIDIA Corporation segments

Full profile >

Data Center

Quasi-Monopoly

88.3%

Gaming

Duopoly

8.7%

Professional Visualization

Oligopoly

1.4%

Automotive

Competitive

1.3%

OEM & Other

Competitive

0.3%

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.