VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

HEICO Corporation vs NIKE, Inc.

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

HEICO Corporation

HEI · NYSE

Market cap (USD)$39.6B
SectorIndustrials
CountryUS
Data as of2025-12-30
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 HEICO Corporation's moat claims, evidence, and risks.

View HEI analysis

NIKE, Inc.

NKE · New York Stock Exchange

Market cap (USD)$84.6B
SectorConsumer
CountryUS
Data as of2025-12-23
Moat score
70/ 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 NIKE, Inc.'s moat claims, evidence, and risks.

View NKE analysis

Comparison highlights

  • Moat score gap: HEICO Corporation leads (77 / 100 vs 70 / 100 for NIKE, Inc.).
  • Segment focus: HEICO Corporation has 2 segments (69.5% in Flight Support Group (FSG)); NIKE, Inc. has 3 segments (57.8% in Wholesale).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: HEICO Corporation has 6 moat types across 3 domains; NIKE, Inc. has 6 across 4.

Primary market context

HEICO Corporation

Flight Support Group (FSG)

Market

Aerospace aftermarket replacement parts and MRO services (jet engine and aircraft components), including FAA-approved PMA parts

Geography

Global

Customer

Commercial airlines, cargo carriers, MROs, OEMs, and government/military customers

Role

Aftermarket parts manufacturer + MRO/repair provider + distributor

Revenue share

69.5%

NIKE, Inc.

Wholesale

Market

Branded athletic & casual footwear/apparel wholesale distribution

Geography

Global

Customer

Retailers, distributors, licensees

Role

Brand owner / wholesaler

Revenue share

57.8%

Side-by-side metrics

HEICO Corporation
NIKE, Inc.
Ticker / Exchange
HEI - NYSE
NKE - New York Stock Exchange
Market cap (USD)
$39.6B
$84.6B
Sector
Industrials
Consumer
HQ country
US
US
Primary segment
Flight Support Group (FSG)
Wholesale
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
77 / 100
70 / 100
Moat domains
Legal, Supply, Demand
Demand, Supply, Network, Legal
Last update
2025-12-30
2025-12-23

Moat coverage

Shared moat types

Brand TrustIP Choke Point

HEICO Corporation strengths

Regulated Standards PipeLearning Curve YieldDesign In QualificationGovernment Contracting Relationships

NIKE, Inc. strengths

Procurement InertiaScale Economies Unit CostDistribution ControlEcosystem Complements

Segment mix

HEICO Corporation segments

Full profile >

Flight Support Group (FSG)

Oligopoly

69.5%

Electronic Technologies Group (ETG)

Oligopoly

30.5%

NIKE, Inc. segments

Full profile >

Wholesale

Competitive

57.8%

Direct to Consumer (DTC)

Competitive

42.1%

Brand licensing & other

Competitive

0.2%

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.