VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

General Dynamics Corporation vs Oracle 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

Oracle Corporation

ORCL · New York Stock Exchange

Market cap (USD)$567.4B
SectorTechnology
CountryUS
Data as of2025-12-26
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 Oracle Corporation's moat claims, evidence, and risks.

View ORCL analysis

Comparison highlights

  • Moat score gap: General Dynamics Corporation leads (80 / 100 vs 56 / 100 for Oracle Corporation).
  • Segment focus: General Dynamics Corporation has 4 segments (30.1% in Marine Systems (Nuclear subs + surface shipbuilding)); Oracle Corporation has 5 segments (42.9% in Infrastructure cloud services and license support).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Weak vs Weak.
  • Moat breadth: General Dynamics Corporation has 11 moat types across 3 domains; Oracle 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%

Oracle Corporation

Infrastructure cloud services and license support

Market

Enterprise cloud infrastructure services (IaaS/PaaS, cloud database) plus related support

Geography

Global

Customer

Enterprises & developers

Role

Cloud service provider (IaaS/PaaS)

Revenue share

42.9%

Side-by-side metrics

General Dynamics Corporation
Oracle Corporation
Ticker / Exchange
GD - New York Stock Exchange
ORCL - New York Stock Exchange
Market cap (USD)
$92.4B
$567.4B
Sector
Industrials
Technology
HQ country
US
US
Primary segment
Marine Systems (Nuclear subs + surface shipbuilding)
Infrastructure cloud services and license support
Market structure
Duopoly
Oligopoly
Market share
45%-55% (estimated)
3% (estimated)
HHI estimate
5,000
n/a
Pricing power
Weak
Weak
Moat score
80 / 100
56 / 100
Moat domains
Demand, Supply, Legal
Demand, Supply, Network
Last update
2025-12-29
2025-12-26

Moat coverage

Shared moat types

Capex Knowhow ScaleLong Term ContractsSuite Bundling

General Dynamics Corporation strengths

Brand TrustService Field NetworkRegulated Standards PipeGovernment Contracting RelationshipsDesign In QualificationProcurement InertiaCapacity MoatCompliance Advantage

Oracle Corporation strengths

Interoperability HubSwitching Costs GeneralKeystone ComponentTraining Org Change Costs

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%

Oracle Corporation segments

Full profile >

Applications cloud services and license support

Oligopoly

33.8%

Infrastructure cloud services and license support

Oligopoly

42.9%

Cloud license and on-premise license

Oligopoly

9.1%

Hardware

Competitive

5.1%

Services

Competitive

9.1%

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.