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 S&P Global Inc.

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

S&P Global Inc.

SPGI · New York Stock Exchange

Market cap (USD)$156.2B

Gross margin (TTM)70%

Operating margin (TTM)40.7%

Net margin (TTM)27.5%

SectorFinancials

IndustryFinancial - Data & Stock Exchanges

CountryUS

Data as of2025-12-21

Moat score

77/ 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 S&P Global Inc.'s moat claims, evidence, and risks.

View SPGI analysis

Comparison highlights

Moat score gap: S&P Global Inc. leads (77 / 100 vs 58 / 100 for Honeywell International Inc.).
Segment focus: Honeywell International Inc. has 4 segments (40.2% in Aerospace Technologies); S&P Global Inc. has 5 segments (32.6% in S&P Global Market Intelligence).
Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
Moat breadth: Honeywell International Inc. has 9 moat types across 2 domains; S&P Global Inc. has 9 across 5.

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%

S&P Global Inc.

S&P Global Market Intelligence

Market

Financial market data, analytics, and workflow tools for institutions

Geography

Global

Customer

B2B (institutional investors, banks, insurers, corporates)

Role

Data/analytics and workflow software provider

Revenue share

32.6%

Side-by-side metrics

Honeywell International Inc.

S&P Global Inc.

Ticker / Exchange

HON - The Nasdaq Stock Market LLC

SPGI - New York Stock Exchange

Market cap (USD)

n/a

$156.2B

Gross margin (TTM)

n/a

70%

Operating margin (TTM)

n/a

40.7%

Net margin (TTM)

n/a

27.5%

Sector

Industrials

Financials

Industry

n/a

Financial - Data & Stock Exchanges

HQ country

Primary segment

Aerospace Technologies

S&P Global Market Intelligence

Market structure

Oligopoly

Market share

n/a

HHI estimate

n/a

Pricing power

Strong

Moderate

Moat score

58 / 100

77 / 100

Moat domains

Demand, Legal

Demand, Supply, Legal, Network, Financial

Last update

2026-01-02

2025-12-21

Moat coverage

Shared moat types

Regulated Standards PipeData Workflow LockinBrand TrustSwitching Costs General

Honeywell International Inc. strengths

Installed Base ConsumablesSuite BundlingIP Choke PointDesign In QualificationLong Term Contracts

S&P Global Inc. strengths

Scope EconomiesDe Facto StandardCompliance AdvantageEcosystem ComplementsBenchmark Pricing Power

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%

S&P Global Inc. segments

Full profile >

S&P Global Market Intelligence

Oligopoly

32.6%

S&P Global Ratings

Oligopoly

29.6%

S&P Global Commodity Insights

Oligopoly

15.1%

S&P Global Mobility

Competitive

11.3%

S&P Dow Jones Indices

Oligopoly

11.4%

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.