VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Monday, December 29, 2025

Stock Comparison

HENSOLDT AG vs Rheinmetall Aktiengesellschaft

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

Rheinmetall Aktiengesellschaft

RHM · Xetra

Market cap (USD)$83.3B
SectorIndustrials
CountryDE
Data as of2025-12-28
Moat score
71/ 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 Rheinmetall Aktiengesellschaft's moat claims, evidence, and risks.

View RHM analysis

Comparison highlights

  • Moat score gap: HENSOLDT AG leads (77 / 100 vs 71 / 100 for Rheinmetall Aktiengesellschaft).
  • Segment focus: HENSOLDT AG has 2 segments (84.6% in Sensors); Rheinmetall Aktiengesellschaft has 4 segments (36.7% in Vehicle Systems).
  • Moat breadth: HENSOLDT AG has 3 moat types across 2 domains; Rheinmetall Aktiengesellschaft 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%

Rheinmetall Aktiengesellschaft

Vehicle Systems

Market

Armored and tactical wheeled/tracked military vehicles

Geography

Global (Europe/NATO weighted)

Customer

Government / military

Revenue share

36.7%

Side-by-side metrics

HENSOLDT AG
Rheinmetall Aktiengesellschaft
Ticker / Exchange
HAG - Xetra
RHM - Xetra
Market cap (USD)
n/a
$83.3B
Sector
Industrials
Industrials
HQ country
DE
DE
Primary segment
Sensors
Vehicle Systems
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
77 / 100
71 / 100
Moat domains
Demand, Supply
Legal, Demand, Supply
Last update
2025-12-28
2025-12-28

Moat coverage

Shared moat types

Design In QualificationLong Term Contracts

HENSOLDT AG strengths

Capex Knowhow Scale

Rheinmetall Aktiengesellschaft strengths

Government Contracting RelationshipsCapacity MoatSupply Chain ControlDistribution Control

Segment mix

HENSOLDT AG segments

Full profile >

Sensors

Oligopoly

84.6%

Optronics

Oligopoly

15.4%

Rheinmetall Aktiengesellschaft segments

Full profile >

Vehicle Systems

Oligopoly

36.7%

Weapon and Ammunition

Oligopoly

26.9%

Electronic Solutions

Oligopoly

16.7%

Power Systems (civilian; planned divestiture)

Competitive

19.7%

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.