VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

HEICO Corporation vs UnitedHealth Group Incorporated

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

UnitedHealth Group Incorporated

UNH · New York Stock Exchange

Market cap (USD)$123.8B
SectorHealthcare
CountryUS
Data as of2025-12-31
Moat score
64/ 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 UnitedHealth Group Incorporated's moat claims, evidence, and risks.

View UNH analysis

Comparison highlights

  • Moat score gap: HEICO Corporation leads (77 / 100 vs 64 / 100 for UnitedHealth Group Incorporated).
  • Segment focus: HEICO Corporation has 2 segments (69.5% in Flight Support Group (FSG)); UnitedHealth Group Incorporated has 4 segments (74.9% in UnitedHealthcare).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Weak.
  • Moat breadth: HEICO Corporation has 6 moat types across 3 domains; UnitedHealth Group Incorporated has 5 across 2.

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%

UnitedHealth Group Incorporated

UnitedHealthcare

Market

U.S. health benefits / managed care (commercial, Medicare Advantage, Medicaid managed care)

Geography

United States (primarily)

Customer

Employers, individuals, and government-sponsored programs

Role

Health insurer / managed care organization

Revenue share

74.9%

Side-by-side metrics

HEICO Corporation
UnitedHealth Group Incorporated
Ticker / Exchange
HEI - NYSE
UNH - New York Stock Exchange
Market cap (USD)
$39.6B
$123.8B
Sector
Industrials
Healthcare
HQ country
US
US
Primary segment
Flight Support Group (FSG)
UnitedHealthcare
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
77 / 100
64 / 100
Moat domains
Legal, Supply, Demand
Supply, Demand
Last update
2025-12-30
2025-12-31

Moat coverage

Shared moat types

No overlap yet.

HEICO Corporation strengths

Regulated Standards PipeLearning Curve YieldBrand TrustDesign In QualificationIP Choke PointGovernment Contracting Relationships

UnitedHealth Group Incorporated strengths

Scale Economies Unit CostSuite BundlingOperational ExcellenceData Workflow LockinTraining Org Change Costs

Segment mix

HEICO Corporation segments

Full profile >

Flight Support Group (FSG)

Oligopoly

69.5%

Electronic Technologies Group (ETG)

Oligopoly

30.5%

UnitedHealth Group Incorporated segments

Full profile >

UnitedHealthcare

Oligopoly

74.9%

Optum Health

Competitive

9.9%

Optum Insight

Competitive

1.7%

Optum Rx

Oligopoly

13.5%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.