VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

HENSOLDT AG vs Linde plc

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

Linde plc

LIN · Nasdaq Stock Market

Market cap (USD)
SectorMaterials
CountryIE
Data as of2025-12-29
Moat score
72/ 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 Linde plc's moat claims, evidence, and risks.

View LIN analysis

Comparison highlights

  • Moat score gap: HENSOLDT AG leads (77 / 100 vs 72 / 100 for Linde plc).
  • Segment focus: HENSOLDT AG has 2 segments (84.6% in Sensors); Linde plc has 4 segments (43.8% in Americas).
  • Moat breadth: HENSOLDT AG has 3 moat types across 2 domains; Linde plc has 5 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%

Linde plc

Americas

Market

Industrial gases (Americas)

Geography

Americas

Customer

B2B + healthcare

Role

Producer, distributor, on-site plant owner/operator

Revenue share

43.8%

Side-by-side metrics

HENSOLDT AG
Linde plc
Ticker / Exchange
HAG - Xetra
LIN - Nasdaq Stock Market
Market cap (USD)
n/a
n/a
Sector
Industrials
Materials
HQ country
DE
IE
Primary segment
Sensors
Americas
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
77 / 100
72 / 100
Moat domains
Demand, Supply
Demand, Supply, Legal
Last update
2025-12-28
2025-12-29

Moat coverage

Shared moat types

Long Term ContractsCapex Knowhow Scale

HENSOLDT AG strengths

Design In Qualification

Linde plc strengths

Physical Network DensityScale Economies Unit CostIP Choke Point

Segment mix

HENSOLDT AG segments

Full profile >

Sensors

Oligopoly

84.6%

Optronics

Oligopoly

15.4%

Linde plc segments

Full profile >

Americas

Oligopoly

43.8%

EMEA

Oligopoly

25.3%

APAC

Oligopoly

20.1%

Engineering

Competitive

7%

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.