VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Monday, December 29, 2025

Stock Comparison

HENSOLDT AG vs Meta Platforms, 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

Meta Platforms, Inc.

META · Nasdaq Global Select Market

Market cap (USD)$1.8T
SectorCommunication Services
CountryUS
Data as of2025-12-26
Moat score
94/ 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 Meta Platforms, Inc.'s moat claims, evidence, and risks.

View META analysis

Comparison highlights

  • Moat score gap: Meta Platforms, Inc. leads (94 / 100 vs 77 / 100 for HENSOLDT AG).
  • Segment focus: HENSOLDT AG has 2 segments (84.6% in Sensors); Meta Platforms, Inc. has 2 segments (98.7% in Family of Apps (FoA)).
  • Moat breadth: HENSOLDT AG has 3 moat types across 2 domains; Meta Platforms, Inc. has 6 across 2.

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%

Meta Platforms, Inc.

Family of Apps (FoA)

Market

Global social media platforms & social media advertising

Geography

Global

Customer

Consumers and advertisers

Role

Two-sided platform (attention + ad auction)

Revenue share

98.7%

Side-by-side metrics

HENSOLDT AG
Meta Platforms, Inc.
Ticker / Exchange
HAG - Xetra
META - Nasdaq Global Select Market
Market cap (USD)
n/a
$1.8T
Sector
Industrials
Communication Services
HQ country
DE
US
Primary segment
Sensors
Family of Apps (FoA)
Market structure
Oligopoly
Oligopoly
Market share
n/a
55%-65% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
77 / 100
94 / 100
Moat domains
Demand, Supply
Network, Supply
Last update
2025-12-28
2025-12-26

Moat coverage

Shared moat types

Capex Knowhow Scale

HENSOLDT AG strengths

Design In QualificationLong Term Contracts

Meta Platforms, Inc. strengths

Two Sided NetworkDirect Network EffectsData Network EffectsEcosystem ComplementsLearning Curve Yield

Segment mix

HENSOLDT AG segments

Full profile >

Sensors

Oligopoly

84.6%

Optronics

Oligopoly

15.4%

Meta Platforms, Inc. segments

Full profile >

Family of Apps (FoA)

Oligopoly

98.7%

Reality Labs (RL)

Quasi-Monopoly

1.3%

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.