VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Monday, December 29, 2025

Stock Comparison

HENSOLDT AG vs Kenvue Inc.

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

HENSOLDT AG

HAG · Xetra

Market cap (USD)
SectorIndustrials
CountryDE
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 HENSOLDT AG's moat claims, evidence, and risks.

View HAG analysis

Kenvue Inc.

KVUE · New York Stock Exchange

Market cap (USD)$33B
SectorConsumer
CountryUS
Data as of2025-12-25
Moat score
66/ 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 Kenvue Inc.'s moat claims, evidence, and risks.

View KVUE analysis

Comparison highlights

  • Moat score gap: HENSOLDT AG leads (77 / 100 vs 66 / 100 for Kenvue Inc.).
  • Segment focus: HENSOLDT AG has 2 segments (84.6% in Sensors); Kenvue Inc. has 3 segments (42.3% in Self Care).
  • Moat breadth: HENSOLDT AG has 3 moat types across 2 domains; Kenvue Inc. has 6 across 3.

Primary market context

HENSOLDT AG

Sensors

Market

Defence and security sensor solutions (radar, electronic warfare, avionics, mission systems integration)

Geography

Global (Europe-centric)

Customer

Government defence ministries/armed forces and defence prime contractors

Role

Defence electronics supplier / system integrator

Revenue share

84.6%

Kenvue Inc.

Self Care

Market

OTC self-care consumer health products (pain care, cough/cold/allergy, digestive health, smoking cessation, eye care)

Geography

Global

Customer

Consumers via retailers, pharmacies, and e-commerce

Role

Branded consumer health products manufacturer

Revenue share

42.3%

Side-by-side metrics

HENSOLDT AG
Kenvue Inc.
Ticker / Exchange
HAG - Xetra
KVUE - New York Stock Exchange
Market cap (USD)
n/a
$33B
Sector
Industrials
Consumer
HQ country
DE
US
Primary segment
Sensors
Self Care
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
77 / 100
66 / 100
Moat domains
Demand, Supply
Demand, Supply, Legal
Last update
2025-12-28
2025-12-25

Moat coverage

Shared moat types

No overlap yet.

HENSOLDT AG strengths

Design In QualificationLong Term ContractsCapex Knowhow Scale

Kenvue Inc. strengths

Brand TrustScale Economies Unit CostCompliance AdvantageScope EconomiesDistribution ControlHabit Default

Segment mix

HENSOLDT AG segments

Full profile >

Sensors

Oligopoly

84.6%

Optronics

Oligopoly

15.4%

Kenvue Inc. segments

Full profile >

Self Care

Oligopoly

42.3%

Skin Health and Beauty

Competitive

27.4%

Essential Health

Competitive

30.3%

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.