VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

HENSOLDT AG vs Sanofi

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

Sanofi

SAN · Euronext Paris

Market cap (USD)
SectorHealthcare
CountryFR
Data as of2025-12-30
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 Sanofi's moat claims, evidence, and risks.

View SAN analysis

Comparison highlights

  • Moat score gap: HENSOLDT AG leads (77 / 100 vs 74 / 100 for Sanofi).
  • Segment focus: HENSOLDT AG has 2 segments (84.6% in Sensors); Sanofi has 3 segments (79.8% in Pharma (Prescription Medicines)).
  • Moat breadth: HENSOLDT AG has 3 moat types across 2 domains; Sanofi 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%

Sanofi

Pharma (Prescription Medicines)

Market

Branded prescription pharmaceuticals (immunology, rare disease, neurology, oncology, general medicines)

Geography

Global

Customer

Patients via payers/providers and channel partners (wholesalers, pharmacies, hospitals)

Role

Research-based drug developer, manufacturer, and marketer

Revenue share

79.8%

Side-by-side metrics

HENSOLDT AG
Sanofi
Ticker / Exchange
HAG - Xetra
SAN - Euronext Paris
Market cap (USD)
n/a
n/a
Sector
Industrials
Healthcare
HQ country
DE
FR
Primary segment
Sensors
Pharma (Prescription Medicines)
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
77 / 100
74 / 100
Moat domains
Demand, Supply
Legal, Supply, Demand
Last update
2025-12-28
2025-12-30

Moat coverage

Shared moat types

No overlap yet.

HENSOLDT AG strengths

Design In QualificationLong Term ContractsCapex Knowhow Scale

Sanofi strengths

Regulated Standards PipeIP Choke PointLearning Curve YieldBrand TrustDistribution Control

Segment mix

HENSOLDT AG segments

Full profile >

Sensors

Oligopoly

84.6%

Optronics

Oligopoly

15.4%

Sanofi segments

Full profile >

Pharma (Prescription Medicines)

Oligopoly

79.8%

Vaccines

Oligopoly

20.2%

Opella (Consumer Healthcare - Sanofi minority stake)

Competitive

n/a

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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.