VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

General Dynamics Corporation vs Pool 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)$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

Pool Corporation

POOL · NASDAQ

Market cap (USD)$8.8B
Gross margin (TTM)29.6%
Operating margin (TTM)11.1%
Net margin (TTM)7.8%
SectorIndustrials
IndustryIndustrial - Distribution
CountryUS
Data as of2026-01-06
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 Pool Corporation's moat claims, evidence, and risks.

View POOL analysis

Comparison highlights

  • Moat score gap: General Dynamics Corporation leads (80 / 100 vs 56 / 100 for Pool Corporation).
  • Segment focus: General Dynamics Corporation has 4 segments (30.1% in Marine Systems (Nuclear subs + surface shipbuilding)); Pool Corporation has 1 segment (100% in Wholesale distribution (pool, irrigation, outdoor living)).
  • Primary market structure: Duopoly vs Competitive. Pricing power: Weak vs Weak.
  • Moat breadth: General Dynamics Corporation has 11 moat types across 3 domains; Pool Corporation has 5 across 2.

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%

Pool Corporation

Wholesale distribution (pool, irrigation, outdoor living)

Market

Wholesale distribution of swimming pool, irrigation/landscape, and related outdoor living products

Geography

North America (majority), with operations in Europe and Australia

Customer

Pool builders/remodelers, pool service/repair professionals, specialty pool retailers, irrigation/landscape contractors, commercial pool operators

Role

Distributor / wholesaler

Revenue share

100%

Side-by-side metrics

General Dynamics Corporation
Pool Corporation
Ticker / Exchange
GD - New York Stock Exchange
POOL - NASDAQ
Market cap (USD)
$95.9B
$8.8B
Gross margin (TTM)
15.3%
29.6%
Operating margin (TTM)
10.3%
11.1%
Net margin (TTM)
8.2%
7.8%
Sector
Industrials
Industrials
Industry
Aerospace & Defense
Industrial - Distribution
HQ country
US
US
Primary segment
Marine Systems (Nuclear subs + surface shipbuilding)
Wholesale distribution (pool, irrigation, outdoor living)
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
Supply, Demand
Last update
2025-12-29
2026-01-06

Moat coverage

Shared moat types

Procurement Inertia

General Dynamics Corporation strengths

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

Pool Corporation strengths

Physical Network DensityScale Economies Unit CostScope EconomiesData Workflow Lockin

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%

Pool Corporation segments

Full profile >

Wholesale distribution (pool, irrigation, outdoor living)

Competitive

100%

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.