VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Thales S.A. vs Synopsys, Inc.

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)$55.3B
SectorIndustrials
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

Synopsys, Inc.

SNPS · NASDAQ

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-29
Moat score
85/ 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 Synopsys, Inc.'s moat claims, evidence, and risks.

View SNPS analysis

Comparison highlights

  • Moat score gap: Synopsys, Inc. leads (85 / 100 vs 73 / 100 for Thales S.A.).
  • Segment focus: Thales S.A. has 3 segments (53.3% in Defence); Synopsys, Inc. has 2 segments (75.2% in Design Automation).
  • Moat breadth: Thales S.A. has 8 moat types across 3 domains; Synopsys, Inc. has 5 across 2.

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%

Synopsys, Inc.

Design Automation

Market

Electronic design automation (EDA) software and silicon-to-systems simulation & analysis tools

Geography

Global

Customer

Semiconductor and systems companies (chip/system designers)

Role

Software + hardware tooling provider / platform

Revenue share

75.2%

Side-by-side metrics

Thales S.A.
Synopsys, Inc.
Ticker / Exchange
HO - Euronext Paris
SNPS - NASDAQ
Market cap (USD)
$55.3B
n/a
Sector
Industrials
Technology
HQ country
FR
US
Primary segment
Defence
Design Automation
Market structure
Oligopoly
Oligopoly
Market share
n/a
30%-32% (reported)
HHI estimate
n/a
2,140
Pricing power
Moderate
Moderate
Moat score
73 / 100
85 / 100
Moat domains
Legal, Demand, Supply
Demand, Supply
Last update
2025-12-28
2025-12-29

Moat coverage

Shared moat types

Design In QualificationSuite BundlingCapex Knowhow Scale

Thales S.A. strengths

Government Contracting RelationshipsLong Term ContractsRegulated Standards PipeService Field NetworkBrand Trust

Synopsys, Inc. strengths

Switching Costs GeneralInstalled Base Consumables

Segment mix

Thales S.A. segments

Full profile >

Defence

Oligopoly

53.3%

Aerospace

Oligopoly

26.6%

Cyber & Digital

Competitive

19.6%

Synopsys, Inc. segments

Full profile >

Design Automation

Oligopoly

75.2%

Design IP

Oligopoly

24.8%

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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.