VOL. XCIV, NO. 247
* WIDE MOAT STOCKS COMPARISON *
NO ADVICE
Monday, December 29, 2025
Stock Comparison
HENSOLDT AG vs Thales S.A.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
HENSOLDT AG
HAG · Xetra
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Thales S.A.
HO · Euronext Paris
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Comparison highlights
- Moat score gap: HENSOLDT AG leads (77 / 100 vs 73 / 100 for Thales S.A.).
- Segment focus: HENSOLDT AG has 2 segments (84.6% in Sensors); Thales S.A. has 3 segments (53.3% in Defence).
- Moat breadth: HENSOLDT AG has 3 moat types across 2 domains; Thales S.A. has 8 across 3.
Primary market context
HENSOLDT AG
Sensors
Defence and security sensor solutions (radar, electronic warfare, avionics, mission systems integration)
Global (Europe-centric)
Government defence ministries/armed forces and defence prime contractors
Defence electronics supplier / system integrator
84.6%
Thales S.A.
Defence
Defense electronics, secure communications, and mission systems
Global
Government / defence ministries, armed forces, security forces
Prime contractor and system integrator; OEM of defence electronics
53.3%
Side-by-side metrics
Moat coverage
Shared moat types
HENSOLDT AG strengths
No unique moat types yet.
Thales S.A. strengths
Segment mix
HENSOLDT AG segments
Full profile >Sensors
Oligopoly
Optronics
Oligopoly
Thales S.A. segments
Full profile >Defence
Oligopoly
Aerospace
Oligopoly
Cyber & Digital
Competitive
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