VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

General Dynamics Corporation vs Prologis, 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

Prologis, Inc.

PLD · New York Stock Exchange

Market cap (USD)
SectorReal Estate
CountryUS
Data as of2025-12-31
Moat score
67/ 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 Prologis, Inc.'s moat claims, evidence, and risks.

View PLD analysis

Comparison highlights

  • Moat score gap: General Dynamics Corporation leads (80 / 100 vs 67 / 100 for Prologis, Inc.).
  • Segment focus: General Dynamics Corporation has 4 segments (30.1% in Marine Systems (Nuclear subs + surface shipbuilding)); Prologis, Inc. has 2 segments (91.8% in Real Estate (Rental Operations and Development)).
  • Primary market structure: Duopoly vs Competitive. Pricing power: Weak vs Strong.
  • Moat breadth: General Dynamics Corporation has 11 moat types across 3 domains; Prologis, Inc. has 7 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%

Prologis, Inc.

Real Estate (Rental Operations and Development)

Market

Logistics/industrial real estate leasing & development

Geography

Global

Customer

Logistics users (retail, e-commerce, 3PL, manufacturing)

Role

Owner/operator/developer (landlord)

Revenue share

91.8%

Side-by-side metrics

General Dynamics Corporation
Prologis, Inc.
Ticker / Exchange
GD - New York Stock Exchange
PLD - New York Stock Exchange
Market cap (USD)
$92.4B
n/a
Sector
Industrials
Real Estate
HQ country
US
US
Primary segment
Marine Systems (Nuclear subs + surface shipbuilding)
Real Estate (Rental Operations and Development)
Market structure
Duopoly
Competitive
Market share
45%-55% (estimated)
n/a
HHI estimate
5,000
n/a
Pricing power
Weak
Strong
Moat score
80 / 100
67 / 100
Moat domains
Demand, Supply, Legal
Supply, Legal, Financial, Demand
Last update
2025-12-29
2025-12-31

Moat coverage

Shared moat types

Long Term ContractsProcurement Inertia

General Dynamics Corporation strengths

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

Prologis, Inc. strengths

Geographic NaturalPermits Rights Of WayScale Economies Unit CostCost Of Capital AdvantageReputation Reviews

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%

Prologis, Inc. segments

Full profile >

Real Estate (Rental Operations and Development)

Competitive

91.8%

Strategic Capital (co-investment ventures / investment management)

Competitive

8.2%

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.