VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

General Dynamics Corporation vs Vertiv Holdings Co

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)$86.3B
Gross margin (TTM)15.1%
Operating margin (TTM)10.2%
Net margin (TTM)8%
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

Vertiv Holdings Co

VRT · New York Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
IndustryElectrical Equipment & Parts
CountryUS
Data as of2026-04-25
Moat score
74/ 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 Vertiv Holdings Co's moat claims, evidence, and risks.

View VRT analysis

Comparison highlights

  • Moat score gap: General Dynamics Corporation leads (80 / 100 vs 74 / 100 for Vertiv Holdings Co).
  • Segment focus: General Dynamics Corporation has 4 segments (30.1% in Marine Systems (Nuclear subs + surface shipbuilding)); Vertiv Holdings Co has 3 segments (85% in Data center critical digital infrastructure).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: General Dynamics Corporation has 11 moat types across 3 domains; Vertiv Holdings Co has 6 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%

Vertiv Holdings Co

Data center critical digital infrastructure

Market

Global data center physical infrastructure for power, thermal management, IT systems, modular infrastructure and lifecycle services

Geography

Global, with FY 2025 company revenue 62% Americas, 20% APAC and 18% EMEA

Customer

Hyperscale, cloud, neocloud, colocation and enterprise data center operators

Role

Power, cooling, integrated infrastructure, controls, racks, services and deployment partner

Revenue share

85%

Side-by-side metrics

General Dynamics Corporation
Vertiv Holdings Co
Ticker / Exchange
GD - New York Stock Exchange
VRT - New York Stock Exchange
Market cap (USD)
$86.3B
n/a
Gross margin (TTM)
15.1%
n/a
Operating margin (TTM)
10.2%
n/a
Net margin (TTM)
8%
n/a
Sector
Industrials
Industrials
Industry
Aerospace & Defense
Electrical Equipment & Parts
HQ country
US
US
Primary segment
Marine Systems (Nuclear subs + surface shipbuilding)
Data center critical digital infrastructure
Market structure
Duopoly
Oligopoly
Market share
45%-55% (estimated)
16%-18% (estimated)
HHI estimate
5,000
n/a
Pricing power
Weak
Moderate
Moat score
80 / 100
74 / 100
Moat domains
Demand, Supply, Legal
Supply, Demand, Legal
Last update
2025-12-29
2026-04-25

Moat coverage

Shared moat types

Service Field NetworkCapex Knowhow ScaleDesign In QualificationCompliance Advantage

General Dynamics Corporation strengths

Brand TrustRegulated Standards PipeLong Term ContractsGovernment Contracting RelationshipsProcurement InertiaCapacity MoatSuite Bundling

Vertiv Holdings Co strengths

Scope EconomiesSwitching Costs General

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%

Vertiv Holdings Co segments

Full profile >

Data center critical digital infrastructure

Oligopoly

85%

Communications network critical infrastructure

Competitive

10%

Commercial and industrial critical infrastructure

Competitive

5%

Want the full wide moat stocks list?

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Proven models entering the expansion stage with unit economics that work.

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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.