VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

HENSOLDT AG vs Old Dominion Freight Line, Inc.

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

HENSOLDT AG

HAG · Xetra

Market cap (USD)$8.8B
Gross margin (TTM)21.5%
Operating margin (TTM)8.9%
Net margin (TTM)5.2%
SectorIndustrials
IndustryAerospace & Defense
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

Old Dominion Freight Line, Inc.

ODFL · The Nasdaq Stock Market LLC

Market cap (USD)$33.4B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
IndustryTrucking
CountryUS
Data as of2026-01-02
Moat score
76/ 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 Old Dominion Freight Line, Inc.'s moat claims, evidence, and risks.

View ODFL analysis

Comparison highlights

  • Moat score gap: HENSOLDT AG leads (77 / 100 vs 76 / 100 for Old Dominion Freight Line, Inc.).
  • Segment focus: HENSOLDT AG has 2 segments (84.6% in Sensors); Old Dominion Freight Line, Inc. has 2 segments (99.1% in LTL Services).
  • Moat breadth: HENSOLDT AG has 3 moat types across 2 domains; Old Dominion Freight Line, Inc. has 7 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%

Old Dominion Freight Line, Inc.

LTL Services

Market

North American less-than-truckload (LTL) freight transportation

Geography

North America (primarily United States)

Customer

B2B shippers

Role

Asset-based LTL carrier (terminal network + pickup & delivery + linehaul)

Revenue share

99.1%

Side-by-side metrics

HENSOLDT AG
Old Dominion Freight Line, Inc.
Ticker / Exchange
HAG - Xetra
ODFL - The Nasdaq Stock Market LLC
Market cap (USD)
$8.8B
$33.4B
Gross margin (TTM)
21.5%
n/a
Operating margin (TTM)
8.9%
n/a
Net margin (TTM)
5.2%
n/a
Sector
Industrials
Industrials
Industry
Aerospace & Defense
Trucking
HQ country
DE
US
Primary segment
Sensors
LTL Services
Market structure
Oligopoly
Oligopoly
Market share
n/a
11%-14% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
77 / 100
76 / 100
Moat domains
Demand, Supply
Supply, Demand
Last update
2025-12-28
2026-01-02

Moat coverage

Shared moat types

Capex Knowhow Scale

HENSOLDT AG strengths

Design In QualificationLong Term Contracts

Old Dominion Freight Line, Inc. strengths

Physical Network DensityOperational ExcellenceReputation ReviewsSwitching Costs GeneralSuite BundlingProcurement Inertia

Segment mix

HENSOLDT AG segments

Full profile >

Sensors

Oligopoly

84.6%

Optronics

Oligopoly

15.4%

Old Dominion Freight Line, Inc. segments

Full profile >

LTL Services

Oligopoly

99.1%

Other Services (Value-added logistics)

Competitive

0.9%

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.