VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Monday, December 29, 2025

Stock Comparison

HENSOLDT AG vs Safran

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

Safran

SAF · Euronext Paris

Market cap (USD)
SectorIndustrials
CountryFR
Data as of2025-12-28
Moat score
74/ 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 Safran's moat claims, evidence, and risks.

View SAF analysis

Comparison highlights

  • Moat score gap: HENSOLDT AG leads (77 / 100 vs 74 / 100 for Safran).
  • Segment focus: HENSOLDT AG has 2 segments (84.6% in Sensors); Safran has 3 segments (50% in Propulsion).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: HENSOLDT AG has 3 moat types across 2 domains; Safran has 8 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%

Safran

Propulsion

Market

Aircraft propulsion (commercial, military and helicopter engines) and engine aftermarket (spares, MRO, RPFH)

Geography

Global

Customer

Aircraft OEMs, airlines/lessors, MRO operators, and militaries

Role

Engine OEM + aftermarket service provider (incl. CFM JV participation)

Revenue share

50%

Side-by-side metrics

HENSOLDT AG
Safran
Ticker / Exchange
HAG - Xetra
SAF - Euronext Paris
Market cap (USD)
n/a
n/a
Sector
Industrials
Industrials
HQ country
DE
FR
Primary segment
Sensors
Propulsion
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
77 / 100
74 / 100
Moat domains
Demand, Supply
Demand, Supply, Legal
Last update
2025-12-28
2025-12-28

Moat coverage

Shared moat types

Design In QualificationLong Term ContractsCapex Knowhow Scale

HENSOLDT AG strengths

No unique moat types yet.

Safran strengths

Installed Base ConsumablesRegulated Standards PipeService Field NetworkGovernment Contracting RelationshipsOperational Excellence

Segment mix

HENSOLDT AG segments

Full profile >

Sensors

Oligopoly

84.6%

Optronics

Oligopoly

15.4%

Safran segments

Full profile >

Propulsion

Oligopoly

50%

Equipment & Defense

Oligopoly

38.9%

Aircraft Interiors

Competitive

11.1%

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.