VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Thales S.A. vs Masco Corporation

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

Thales S.A.

HO · Euronext Paris

Market cap (USD)$54.3B
Gross margin (TTM)26.1%
Operating margin (TTM)9%
Net margin (TTM)5.1%
SectorIndustrials
IndustryAerospace & Defense
CountryFR
Data as of2025-12-28
Moat score
73/ 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 Thales S.A.'s moat claims, evidence, and risks.

View HO analysis

Masco Corporation

MAS · New York Stock Exchange

Market cap (USD)$15.3B
Gross margin (TTM)35.4%
Operating margin (TTM)16.7%
Net margin (TTM)10.7%
SectorIndustrials
IndustryConstruction
CountryUS
Data as of2025-12-26
Moat score
72/ 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 Masco Corporation's moat claims, evidence, and risks.

View MAS analysis

Comparison highlights

  • Moat score gap: Thales S.A. leads (73 / 100 vs 72 / 100 for Masco Corporation).
  • Segment focus: Thales S.A. has 3 segments (53.3% in Defence); Masco Corporation has 2 segments (62% in Plumbing Products).
  • Moat breadth: Thales S.A. has 8 moat types across 3 domains; Masco Corporation has 3 across 3.

Primary market context

Thales S.A.

Defence

Market

Defense electronics, secure communications, and mission systems

Geography

Global

Customer

Government / defence ministries, armed forces, security forces

Role

Prime contractor and system integrator; OEM of defence electronics

Revenue share

53.3%

Masco Corporation

Plumbing Products

Market

Residential plumbing fixtures and fittings (faucets, showers, valves, bath hardware, sinks) and plumbing components

Geography

North America and Europe

Customer

Home center retailers, wholesalers/distributors and online retailers; end users include plumbers, contractors, remodelers, homebuilders and consumers

Role

Branded manufacturer

Revenue share

62%

Side-by-side metrics

Thales S.A.
Masco Corporation
Ticker / Exchange
HO - Euronext Paris
MAS - New York Stock Exchange
Market cap (USD)
$54.3B
$15.3B
Gross margin (TTM)
26.1%
35.4%
Operating margin (TTM)
9%
16.7%
Net margin (TTM)
5.1%
10.7%
Sector
Industrials
Industrials
Industry
Aerospace & Defense
Construction
HQ country
FR
US
Primary segment
Defence
Plumbing Products
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
73 / 100
72 / 100
Moat domains
Legal, Demand, Supply
Demand, Supply, Legal
Last update
2025-12-28
2025-12-26

Moat coverage

Shared moat types

Brand Trust

Thales S.A. strengths

Government Contracting RelationshipsLong Term ContractsDesign In QualificationRegulated Standards PipeService Field NetworkSuite BundlingCapex Knowhow Scale

Masco Corporation strengths

Scope EconomiesContractual Exclusivity

Segment mix

Thales S.A. segments

Full profile >

Defence

Oligopoly

53.3%

Aerospace

Oligopoly

26.6%

Cyber & Digital

Competitive

19.6%

Masco Corporation segments

Full profile >

Plumbing Products

Oligopoly

62%

Decorative Architectural Products

Oligopoly

38%

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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.