VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Wednesday, December 31, 2025

Stock Comparison

HEICO Corporation vs Rheinmetall Aktiengesellschaft

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

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: HEICO Corporation leads (77 / 100 vs 71 / 100 for Rheinmetall Aktiengesellschaft).
  • Segment focus: HEICO Corporation has 2 segments (69.5% in Flight Support Group (FSG)); Rheinmetall Aktiengesellschaft has 4 segments (36.7% in Vehicle Systems).
  • Moat breadth: HEICO Corporation has 6 moat types across 3 domains; Rheinmetall Aktiengesellschaft has 6 across 3.

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%

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

HEICO Corporation
Rheinmetall Aktiengesellschaft
Ticker / Exchange
HEI - NYSE
RHM - Xetra
Market cap (USD)
$39.6B
$83.3B
Sector
Industrials
Industrials
HQ country
US
DE
Primary segment
Flight Support Group (FSG)
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
Legal, Supply, Demand
Legal, Demand, Supply
Last update
2025-12-30
2025-12-28

Moat coverage

Shared moat types

Design In QualificationGovernment Contracting Relationships

HEICO Corporation strengths

Regulated Standards PipeLearning Curve YieldBrand TrustIP Choke Point

Rheinmetall Aktiengesellschaft strengths

Capacity MoatSupply Chain ControlLong Term ContractsDistribution Control

Segment mix

HEICO Corporation segments

Full profile >

Flight Support Group (FSG)

Oligopoly

69.5%

Electronic Technologies Group (ETG)

Oligopoly

30.5%

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.