VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Wednesday, January 7, 2026
Stock Comparison
Thales S.A. vs Lotus Bakeries NV
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Thales S.A.
HO · Euronext Paris
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Lotus Bakeries NV
LOTB · Euronext Brussels
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Lotus Bakeries NV's moat claims, evidence, and risks.
View LOTB analysisComparison highlights
- Moat score gap: Thales S.A. leads (73 / 100 vs 64 / 100 for Lotus Bakeries NV).
- Segment focus: Thales S.A. has 3 segments (53.3% in Defence); Lotus Bakeries NV has 3 segments (56% in Lotus Biscoff).
- Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
- Moat breadth: Thales S.A. has 8 moat types across 3 domains; Lotus Bakeries NV has 5 across 2.
Primary market context
Thales S.A.
Defence
Defense electronics, secure communications, and mission systems
Global
Government / defence ministries, armed forces, security forces
Prime contractor and system integrator; OEM of defence electronics
53.3%
Lotus Bakeries NV
Lotus Biscoff
Branded caramelised biscuits (speculoos) and Biscoff spread
Global
Consumers via retail and away-from-home channels
Brand owner and manufacturer
56%
Side-by-side metrics
Moat coverage
Shared moat types
Thales S.A. strengths
Lotus Bakeries NV strengths
Segment mix
Thales S.A. segments
Full profile >Defence
Oligopoly
Aerospace
Oligopoly
Cyber & Digital
Competitive
Lotus Bakeries NV segments
Full profile >Lotus Biscoff
Oligopoly
Lotus Natural Foods
Competitive
Lotus Local Heroes
Competitive
Want the full wide moat stocks list?
Browse the full ranking of wide moat stocks, updated with moat scores and segment context.
View the moat stocks listLooking for expansion-stage stocks?
Proven models entering the expansion stage with unit economics that work.
View expansion-stage stocksCuration & 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.