VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

General Dynamics Corporation vs Universal Music Group N.V.

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

Universal Music Group N.V.

UMG · Euronext Amsterdam

Market cap (USD)
SectorCommunication Services
CountryNL
Data as of2025-12-28
Moat score
77/ 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 Universal Music Group N.V.'s moat claims, evidence, and risks.

View UMG analysis

Comparison highlights

  • Moat score gap: General Dynamics Corporation leads (80 / 100 vs 77 / 100 for Universal Music Group N.V.).
  • Segment focus: General Dynamics Corporation has 4 segments (30.1% in Marine Systems (Nuclear subs + surface shipbuilding)); Universal Music Group N.V. has 3 segments (75.2% in Recorded Music).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: General Dynamics Corporation has 11 moat types across 3 domains; Universal Music Group N.V. has 5 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%

Universal Music Group N.V.

Recorded Music

Market

Recorded music rights (labels) and monetization (streaming, physical, licensing/sync)

Geography

Global

Customer

Digital service providers (audio/video/social), physical retailers, and licensing counterparties

Role

Label / master rights holder; artist development, marketing and distribution

Revenue share

75.2%

Side-by-side metrics

General Dynamics Corporation
Universal Music Group N.V.
Ticker / Exchange
GD - New York Stock Exchange
UMG - Euronext Amsterdam
Market cap (USD)
$92.4B
n/a
Sector
Industrials
Communication Services
HQ country
US
NL
Primary segment
Marine Systems (Nuclear subs + surface shipbuilding)
Recorded Music
Market structure
Duopoly
Oligopoly
Market share
45%-55% (estimated)
31%-33% (estimated)
HHI estimate
5,000
n/a
Pricing power
Weak
Moderate
Moat score
80 / 100
77 / 100
Moat domains
Demand, Supply, Legal
Legal, Supply, Demand
Last update
2025-12-29
2025-12-28

Moat coverage

Shared moat types

Brand TrustService Field NetworkLong Term Contracts

General Dynamics Corporation strengths

Regulated Standards PipeCapex Knowhow ScaleGovernment Contracting RelationshipsDesign In QualificationProcurement InertiaCapacity MoatCompliance AdvantageSuite Bundling

Universal Music Group N.V. strengths

Content Rights CurrencyScale Economies Unit Cost

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%

Universal Music Group N.V. segments

Full profile >

Recorded Music

Oligopoly

75.2%

Music Publishing

Oligopoly

17.9%

Merchandising and Other

Competitive

7.1%

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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.