VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Huntington Ingalls Industries, Inc. vs Sea Limited

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

Huntington Ingalls Industries, Inc.

HII · New York Stock Exchange

Market cap (USD)$14.3B
Gross margin (TTM)12.5%
Operating margin (TTM)4.8%
Net margin (TTM)4.7%
SectorIndustrials
IndustryAerospace & Defense
CountryUS
Data as of2025-12-23
Moat score
83/ 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 Huntington Ingalls Industries, Inc.'s moat claims, evidence, and risks.

View HII analysis

Sea Limited

SE · New York Stock Exchange

Market cap (USD)$82.8B
Gross margin (TTM)44.9%
Operating margin (TTM)8.2%
Net margin (TTM)6.8%
SectorConsumer
IndustrySpecialty Retail
CountrySG
Data as of2026-01-06
Moat score
69/ 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 Sea Limited's moat claims, evidence, and risks.

View SE analysis

Comparison highlights

  • Moat score gap: Huntington Ingalls Industries, Inc. leads (83 / 100 vs 69 / 100 for Sea Limited).
  • Segment focus: Huntington Ingalls Industries, Inc. has 3 segments (51.7% in Newport News Shipbuilding (Nuclear Shipbuilding)); Sea Limited has 3 segments (73.8% in Shopee (E-commerce)).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Huntington Ingalls Industries, Inc. has 6 moat types across 3 domains; Sea Limited has 6 across 3.

Primary market context

Huntington Ingalls Industries, Inc.

Newport News Shipbuilding (Nuclear Shipbuilding)

Market

U.S. Navy nuclear shipbuilding and carrier lifecycle services (CVN construction/RCOH/inactivation + SSN/SSBN construction)

Geography

United States

Customer

U.S. Government (U.S. Navy)

Role

Prime contractor shipyard / integrator

Revenue share

51.7%

Sea Limited

Shopee (E-commerce)

Market

E-commerce marketplace and related value-added services

Geography

Southeast Asia, Taiwan, Brazil

Customer

Consumers and sellers

Role

Marketplace operator

Revenue share

73.8%

Side-by-side metrics

Huntington Ingalls Industries, Inc.
Sea Limited
Ticker / Exchange
HII - New York Stock Exchange
SE - New York Stock Exchange
Market cap (USD)
$14.3B
$82.8B
Gross margin (TTM)
12.5%
44.9%
Operating margin (TTM)
4.8%
8.2%
Net margin (TTM)
4.7%
6.8%
Sector
Industrials
Consumer
Industry
Aerospace & Defense
Specialty Retail
HQ country
US
SG
Primary segment
Newport News Shipbuilding (Nuclear Shipbuilding)
Shopee (E-commerce)
Market structure
Quasi-Monopoly
Oligopoly
Market share
n/a
52% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
83 / 100
69 / 100
Moat domains
Legal, Supply, Demand
Network, Supply, Legal
Last update
2025-12-23
2026-01-06

Moat coverage

Shared moat types

Contractual Exclusivity

Huntington Ingalls Industries, Inc. strengths

Capex Knowhow ScaleCompliance AdvantageDesign In QualificationLong Term ContractsGovernment Contracting Relationships

Sea Limited strengths

Two Sided NetworkDistribution ControlEcosystem ComplementsRegulated Standards PipeDirect Network Effects

Segment mix

Huntington Ingalls Industries, Inc. segments

Full profile >

Newport News Shipbuilding (Nuclear Shipbuilding)

Quasi-Monopoly

51.7%

Ingalls Shipbuilding (Non-Nuclear Shipbuilding)

Quasi-Monopoly

23.9%

Mission Technologies (Defense Tech & Services)

Competitive

24.4%

Sea Limited segments

Full profile >

Shopee (E-commerce)

Oligopoly

73.8%

SeaMoney (Digital Financial Services)

Competitive

14.1%

Garena (Digital Entertainment)

Competitive

11.4%

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.