VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

W.W. Grainger, Inc. vs TransDigm Group Incorporated

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

W.W. Grainger, Inc.

GWW · New York Stock Exchange

Market cap (USD)
SectorIndustrials
CountryUS
Data as of2026-01-01
Moat score
65/ 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 W.W. Grainger, Inc.'s moat claims, evidence, and risks.

View GWW analysis

TransDigm Group Incorporated

TDG · New York Stock Exchange

Market cap (USD)$74.1B
SectorIndustrials
CountryUS
Data as of2025-12-31
Moat score
84/ 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 TransDigm Group Incorporated's moat claims, evidence, and risks.

View TDG analysis

Comparison highlights

  • Moat score gap: TransDigm Group Incorporated leads (84 / 100 vs 65 / 100 for W.W. Grainger, Inc.).
  • Segment focus: W.W. Grainger, Inc. has 3 segments (79.9% in High-Touch Solutions N.A.); TransDigm Group Incorporated has 3 segments (51.6% in Power & Control).
  • Primary market structure: Competitive vs Competitive. Pricing power: Moderate vs Strong.
  • Moat breadth: W.W. Grainger, Inc. has 5 moat types across 2 domains; TransDigm Group Incorporated has 5 across 3.

Primary market context

W.W. Grainger, Inc.

High-Touch Solutions N.A.

Market

MRO (maintenance, repair and operations) products distribution and value-added inventory/procurement solutions

Geography

North America (U.S., Canada, Mexico, Puerto Rico)

Customer

Mid-size and large businesses with complex purchasing operations; also government and institutions

Role

Distributor / wholesaler + onsite inventory services

Revenue share

79.9%

TransDigm Group Incorporated

Power & Control

Market

Highly engineered aerospace power & control components (OEM and aftermarket)

Geography

Global

Customer

Commercial airlines, aircraft OEMs, defense OEMs, governments, aerospace distributors

Role

Tier 2/3 component OEM, aftermarket spares, repair/overhaul

Revenue share

51.6%

Side-by-side metrics

W.W. Grainger, Inc.
TransDigm Group Incorporated
Ticker / Exchange
GWW - New York Stock Exchange
TDG - New York Stock Exchange
Market cap (USD)
n/a
$74.1B
Sector
Industrials
Industrials
HQ country
US
US
Primary segment
High-Touch Solutions N.A.
Power & Control
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
65 / 100
84 / 100
Moat domains
Supply, Demand
Demand, Legal, Supply
Last update
2026-01-01
2025-12-31

Moat coverage

Shared moat types

Operational Excellence

W.W. Grainger, Inc. strengths

Service Field NetworkData Workflow LockinScale Economies Unit CostScope Economies

TransDigm Group Incorporated strengths

Design In QualificationInstalled Base ConsumablesRegulated Standards PipeSmall legacy non-aviation portfolio

Segment mix

W.W. Grainger, Inc. segments

Full profile >

High-Touch Solutions N.A.

Competitive

79.9%

Endless Assortment

Competitive

18.3%

Other (Cromwell U.K. + captive insurance)

Competitive

1.8%

TransDigm Group Incorporated segments

Full profile >

Power & Control

Competitive

51.6%

Airframe

Competitive

46.6%

Non-aviation

Competitive

1.8%

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.