VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Saturday, January 3, 2026

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Stock Comparison

Honeywell International Inc. vs Oracle Corporation

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

Honeywell International Inc.

HON · The Nasdaq Stock Market LLC

Market cap (USD)—

Gross margin (TTM)—

Operating margin (TTM)—

Net margin (TTM)—

SectorIndustrials

Industry—

CountryUS

Data as of2026-01-02

Moat score

58/ 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 Honeywell International Inc.'s moat claims, evidence, and risks.

View HON analysis

Oracle Corporation

ORCL · New York Stock Exchange

Market cap (USD)$555B

Gross margin (TTM)70.7%

Operating margin (TTM)30.3%

Net margin (TTM)25.3%

SectorTechnology

IndustrySoftware - Infrastructure

CountryUS

Data as of2025-12-26

Moat score

56/ 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 Oracle Corporation's moat claims, evidence, and risks.

View ORCL analysis

Comparison highlights

Moat score gap: Honeywell International Inc. leads (58 / 100 vs 56 / 100 for Oracle Corporation).
Segment focus: Honeywell International Inc. has 4 segments (40.2% in Aerospace Technologies); Oracle Corporation has 5 segments (42.9% in Infrastructure cloud services and license support).
Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Weak.
Moat breadth: Honeywell International Inc. has 9 moat types across 2 domains; Oracle Corporation has 7 across 3.

Primary market context

Honeywell International Inc.

Aerospace Technologies

Market

Aerospace systems, avionics, propulsion & aftermarket MRO services

Geography

Global

Customer

Aircraft OEMs, airlines/operators, defense & space contractors

Role

Tier-1 supplier + aftermarket service provider

Revenue share

40.2%

Oracle Corporation

Infrastructure cloud services and license support

Market

Enterprise cloud infrastructure services (IaaS/PaaS, cloud database) plus related support

Geography

Global

Customer

Enterprises & developers

Role

Cloud service provider (IaaS/PaaS)

Revenue share

42.9%

Side-by-side metrics

Honeywell International Inc.

Oracle Corporation

Ticker / Exchange

HON - The Nasdaq Stock Market LLC

ORCL - New York Stock Exchange

Market cap (USD)

n/a

$555B

Gross margin (TTM)

n/a

70.7%

Operating margin (TTM)

n/a

30.3%

Net margin (TTM)

n/a

25.3%

Sector

Industrials

Technology

Industry

n/a

Software - Infrastructure

HQ country

Primary segment

Aerospace Technologies

Infrastructure cloud services and license support

Market structure

Oligopoly

Market share

n/a

3% (estimated)

HHI estimate

n/a

Pricing power

Strong

Weak

Moat score

58 / 100

56 / 100

Moat domains

Demand, Legal

Demand, Supply, Network

Last update

2026-01-02

2025-12-26

Moat coverage

Shared moat types

Suite BundlingSwitching Costs GeneralLong Term Contracts

Honeywell International Inc. strengths

Installed Base ConsumablesRegulated Standards PipeData Workflow LockinBrand TrustIP Choke PointDesign In Qualification

Oracle Corporation strengths

Capex Knowhow ScaleInteroperability HubKeystone ComponentTraining Org Change Costs

Segment mix

Honeywell International Inc. segments

Full profile >

Aerospace Technologies

Oligopoly

40.2%

Industrial Automation

Competitive

26.1%

Building Automation

Oligopoly

17%

Energy and Sustainability Solutions

Oligopoly

16.7%

Oracle Corporation segments

Full profile >

Applications cloud services and license support

Oligopoly

33.8%

Infrastructure cloud services and license support

Oligopoly

42.9%

Cloud license and on-premise license

Oligopoly

9.1%

Hardware

Competitive

5.1%

Services

Competitive

9.1%

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.